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LQDI

LQDI 13F Institutional Holders

Ishares Inflation Hedged Cor

-$1.3M

Net Activity

Data as of: 2026-03-31

Institutions Holding

21

Popularity Rank

#8096

Avg Weight

0.03%

Total Value

$35.5M

Ownership Trend

21 institutions currently hold LQDI, with 13 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$8.8M
LF
LPL Financial LLC
$8.0M
MI
Mml Investors Services, LLC
$7.5M
CI
Cetera Investment Advisers
$2.8M
SI
Susquehanna International Group, LLP
$1.4M

Top 5 by Conviction

SI
SimpliFi, Inc.
0.44%
AF
ABLE Financial Group, LLC
0.05%
AA
Ameritas Advisory Services, LLC
0.04%
MI
Mml Investors Services, LLC
0.02%
EI
EFG International AG
0.01%
View all 21 holding institutions

Across its top 20 institutional holders, LQDI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 25/100).

Quarterly Activity

Recent Activity

+$17.3M

Total Buy Value

$19.3M

Total Sell Value

New buy4
Trim5
Add9
Sold out0

13

Net Buyers

5

Net Sellers

Smart Money Convergence

LQDI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/LQDI

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46431W580

FAQ

Who are the top institutional investors holding ISHARES INFLATION HEDGED COR (LQDI)?
Major stakeholders currently include Envestnet Asset Management INC ($8.8M), LPL Financial LLC ($8.0M), Mml Investors Services, LLC ($7.5M). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in LQDI.
What is the overall institutional sentiment toward LQDI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.3M, driven by 13 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their LQDI positions?
In the latest period, 5 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $19.3M.
Are there any notable investors adding LQDI to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.3M.

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