iShares BBB Rate Corp. BondLQDBETF

13F holders, Q4 2025 (December 31)
15holders +3
4new positions
1sold out
1famous investor
$87.11avg. 13F price*

At the end of Q4 2025, 15 institutions reported holding iShares BBB Rate Corp. Bond (LQDB) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were BlackRock, Inc. ($21.8M), Bank of America Corp. ($5.0M) and Bank of New York Mellon Corp ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares BBB Rate Corp. Bond
CUSIP
46436E494
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 8Q1 2024Q2 2024: 7Q2 2024Q3 2024: 9Q3 2024Q4 2024: 9Q4 2024Q1 2025: 11Q1 2025Q2 2025: 11Q2 2025Q3 2025: 12Q3 2025Q4 2025: 15Q4 2025Q1 2026: 14Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$2.1M
Exits1$1K

All 13F filers, Q3 2025 → Q4 2025: 47,915 shares bought and 5,083 shares sold, net +42,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

BlackRock, Inc. 0.00% No change 250,000 $21.8M
Bank of America Corp. 0.00% Add +25.6% 56,974 $5.0M
Bank of New York Mellon Corp 0.00% Add +4.4% 40,217 $3.5M
Jane Street Group, LLC 0.00% Add +41.9% 28,557 $2.5M
Insight Wealth Partners, LLC 0.99% Add +4.2% 27,405 $2.4M
Goldman Sachs Group Inc. 0.00% New 20,545 $1.8M
Citadel Advisors 0.00% Reduce -22.1% 17,524 $1.5M
Integrated Wealth Concepts LLC 0.01% Add +1.7% 7,525 $656K
Morgan Stanley 0.00% Add +0.1% 5,774 $503K
Belpointe Asset Management LLC 0.01% New 3,808 $332K
Harbour Investments, Inc. 0.00% Add +146.0% 984 $86K
Osaic Holdings, Inc. 0.00% No change 114 $10K
UBS Group AG 0.00% Reduce -89.5% 13 $1K
Geneos Wealth Management Inc. 0.00% New 8 $697
US Bancorp \de 0.00% New 4 $348

"% of holder's portfolio" is LQDB's weight in each manager's 13F, not the share of iShares BBB Rate Corp. Bond the manager owns.