LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +5.0% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | +2 | 187.20M | $20.42B | +8 | −6 |
| Q1 2026 | 103 | -2 | 199.48M | $21.74B | +8 | −10 |
| Q4 2025 | 103 | +1 | 163.67M | $18.03B | +2 | −1 |
| Q3 2025 | 14 | -2 | 38.17M | $4.26B | +2 | −4 |
| Q2 2025 | 13 | +2 | 20.33M | $2.23B | +3 | −1 |
| Q1 2025 | 9 | 0 | 6.83M | $742.55M | +1 | −1 |
| Q4 2024 | 9 | 0 | 8.93M | $954.55M | +1 | −1 |
| Q3 2024 | 8 | -1 | 10.12M | $1.14B | +2 | −3 |
| Q2 2024 | 9 | — | 19.65M | $2.10B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 13.94M | -2.6% | $1.55B | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 10.13M | — | $1.13B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 3 | Goldman Sachs Group ✦ | 4.40M | — | $490.98M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | D. E. Shaw & Co. ✦ | 3.32M | New | $369.97M | 0.3% | New | 1 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 2.23M | -27.3% | $248.12M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.48M | — | $165.39M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 7 | Bridgewater Associates ✦ | 962.50K | -7.0% | $107.29M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 850.97K | -18.2% | $94.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 411.54K | +35.0% | $45.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Marshall Wace ✦ | 218.85K | -34.5% | $24.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 118.62K | +10.0% | $13.22M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 52.15K | New | $5.81M | 0.0% | New | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 35.75K | -39.8% | $3.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Soros Fund Management ✦ | 20.00K | 0.0% | $2.23M | 0.1% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $369.97M | 0.3% |
| Citadel Advisors | $5.81M | 0.0% |
Exited
| Two Sigma Investments | $4.99M | was 0.0% |
| Renaissance Technologies | $1.09M | was 0.0% |
| AQR Capital Management | $231,058 | was 0.0% |
| Point72 Asset Management | $44,173 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,089 holders, 337.90M shares, $32.76B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.