— Know what they know.
Not Investment Advice

LQDB Institutional Ownership

iShares BBB Rated Corporate Bond ETF
1W: -0.1% 1M: -2.1% 3M: -4.3% YTD: -4.6% 1Y: -5.1% 3Y: +13.3% 5Y: -4.5%
$82.44
+0.28 (+0.33%)
 
Weekly Expected Move ±0.7%
$81 $82 $82 $83 $84
ETF AMEX · AUM $57.7M

Institutional Ownership — LQDB

15
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
1
New Positions
4
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 240,000 20M -10,000 -4.0% 8Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,344 3M +7,601 +23.2% 2Q SEC ↗
3 Insight Wealth Partners, LLC 30,240 2M +3,299 +12.2% 8Q SEC ↗
4 Bank of New York Mellon Corp 24,825 2M +1,856 +8.1% 8Q SEC ↗
5 WEALTH ENHANCEMENT ADVISORY SERVICES, 22,247 2M -3,451 -13.4% 2Q SEC ↗
6 GOLDMAN SACHS GROUP INC 18,125 1M — +0.0% 3Q SEC ↗
7 JANE STREET GROUP, LLC 13,004 1M -29,742 -69.6% 21Q SEC ↗
8 BANK OF AMERICA CORP /DE 12,911 1M -18,197 -58.5% 15Q SEC ↗
9 JPMORGAN CHASE & CO NEW 11,476 946K — +0.0% 1Q SEC ↗
10 Integrated Wealth Concepts LLC 8,030 662K -25 -0.3% 11Q SEC ↗
11 MORGAN STANLEY 5,770 476K -1 -0.0% 5Q SEC ↗
12 ROYAL BANK OF CANADA 5,469 451K +1,606 +41.6% 2Q SEC ↗
13 Belpointe Asset Management LLC 3,444 284K — +0.0% 3Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 984 81K — +0.0% 4Q SEC ↗
15 OSAIC HOLDINGS, INC. 114 9K — +0.0% 7Q SEC ↗
16 UBS Group AG 0 0K -13 -100.0% 2Q SEC ↗
17 CITADEL ADVISORS LLC 0 0K -17,524 -100.0% 6Q SEC ↗
18 Geneos Wealth Management Inc. 0 0K -8 -100.0% 1Q SEC ↗
19 US BANCORP \DE 0 0K -4 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
JPMORGAN CHASE & CO 11,476 946K
Sold Out (4)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 17,524 1M
UBS Group AG 13 1K
Geneos Wealth Management Inc. 8 1K
US BANCORP \DE 4 0K
Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +7,601 +23.2% 40,344
Insight Wealth Partners, LLC +3,299 +12.2% 30,240
Bank of New York Mellon Corp +1,856 +8.1% 24,825
ROYAL BANK OF CANADA +1,606 +41.6% 5,469
Biggest Decreases (6)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -29,742 -69.6% 13,004
BANK OF AMERICA CORP /DE -18,197 -58.5% 12,911
BlackRock, Inc. -10,000 -4.0% 240,000
WEALTH ENHANCEMENT ADVISORY SERVICE -3,451 -13.4% 22,247
Integrated Wealth Concepts LLC -25 -0.3% 8,030
MORGAN STANLEY -1 -0.0% 5,770

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms