iShares Inflation Hedged Corporate Bond

LQDI • BATS

iShares Inflation Hedged Corporate Bond is an exchange-traded fund on BATS. As of Q3 2025, 18 institutional investors hold shares in this ETF, with total holdings valued at $71.9M. SimpliFi, Inc. is the largest holder with a position valued at $39.7M.

Overview

Overview of institutional ownership in LQDI as of Q3 2025

All Institutions

Institutions: 18
Value Held: $71.9M
Shares Held: 2.7M
Avg Position: $4.0M
Median Position: $877.7K

Hedge Funds

Hedge Funds: 1
Value Held: $1.0M
Shares Held: 38.3K
Avg Position: $1.0M
Median Position: $1.0M

Biggest Investors

Institutions with the largest positions in LQDI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SimpliFi, Inc. RIA/Wealth	Eric Allen Sigdestad CEO	$39.7M 17.00% of portfolio	1.5M shares	Q1 2025 Held for 8 months	$233.7M
L LPL Financial LLC Institution	-	$7.8M 0.00% of portfolio	291.5K shares	Q2 2023 Held for 2y 5m	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$7.4M 0.00% of portfolio	275.7K shares	Q1 2022 Held for 3y 8m	$341.99B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$6.8M 0.02% of portfolio	253.2K shares	Q1 2022 Held for 3y 8m	$36.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$2.6M 0.00% of portfolio	97.2K shares	Q2 2024 Held for 1y 5m	$85.4B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$2.0M 0.01% of portfolio	72.9K shares	Q4 2023 Held for 1y 11m	$21.8B
J JANE STREET GROUP, LLC Institution	-	$1.2M 0.00% of portfolio	43.2K shares	Q2 2020 Held for 5y 5m	$84.1B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$1.1M 0.00% of portfolio	42.2K shares	Q4 2021 Held for 3y 11m	$33.5B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$1.0M 0.00% of portfolio	38.3K shares	Q2 2022 Held for 3y 5m	$122.08B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$724.3K 0.00% of portfolio	26.9K shares	Q2 2024 Held for 1y 5m	$21.7B

Net Capital Flow

Institutional buying and selling activity for LQDI in Q3 2025

Traded: +$6.5M
Buyers: 12
Sellers: 8
Total Bought: +$7.9M
Total Sold: −$1.4M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$2.4M +88.0K shares	$2.6M 97.2K shares
Goss Wealth Management LLC RIA/Wealth	+$1.9M +70.1K shares	$2.0M 72.9K shares
L LPL Financial LLC Institution	+$1.2M +45.5K shares	$7.8M 291.5K shares
SimpliFi, Inc. RIA/Wealth	+$766.0K +28.5K shares	$39.7M 1.5M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$690.6K +25.7K shares	$7.4M 275.7K shares
J JANE STREET GROUP, LLC Institution	+$678.8K +25.2K shares	$1.2M 43.2K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$125.6K +4.7K shares	$1.1M 42.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$87.8K +3.3K shares	$6.8M 253.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$66.1K +2.5K shares	$234.2K 8.7K shares
Rockefeller Capital Management L.P. Long Only Manager	+$26.9K +1.0K shares	$26.9K 1.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kestra Advisory Services, LLC RIA/Wealth	−$478.5K −17.8K shares	$724.3K 26.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$378.5K −14.1K shares	$677.4K 25.2K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$317.7K −12.1K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$141.4K −5.4K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$93.3K −3.5K shares	$1.0M 38.3K shares
UBS Group AG Institution	−$2.2K −83.0 shares	Sold Off 0 shares
IFP Advisors, Inc RIA/Wealth	−$632.0 −24.0 shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$22.9 −0.9 shares	$4.0 0.1 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LQDI in Q3 2025

New Positions: 1
New Value: $26.9K
Exited Positions: 4
Exited Value: $461.9K

New Positions

Institution	Position Value
Rockefeller Capital Management L.P. Long Only Manager	$26.9K 1.0K shares

Exited Positions

Institution	Previous Position
Ameritas Advisory Services, LLC RIA/Wealth	$317.7K 12.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$141.4K 5.4K shares
UBS Group AG Institution	$2.2K 83.0 shares
IFP Advisors, Inc RIA/Wealth	$632.0 24.0 shares

Options Activity

Institutions with the largest Call and Put options positions in LQDI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LQDI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SimpliFi, Inc. RIA/Wealth	Eric Allen Sigdestad CEO	17.00% $39.7M	1.5M shares	Q1 2025 Held for 8 months	$233.7M
ABLE Financial Group, LLC RIA/Wealth	Adam Michael Brooks CCO	0.06% $252.2K	9.4K shares	Q4 2024 Held for 11 months	$458.5M
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	0.02% $6.8M	253.2K shares	Q1 2022 Held for 3y 8m	$36.7B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	0.01% $2.0M	72.9K shares	Q4 2023 Held for 1y 11m	$21.8B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	0.00% $1.1M	42.2K shares	Q4 2021 Held for 3y 11m	$33.5B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	0.00% $724.3K	26.9K shares	Q2 2024 Held for 1y 5m	$21.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	0.00% $2.6M	97.2K shares	Q2 2024 Held for 1y 5m	$85.4B
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% $100.2K	3.7K shares	Q2 2022 Held for 3y 5m	$4.3B
L LPL Financial LLC Institution	-	0.00% $7.8M	291.5K shares	Q2 2023 Held for 2y 5m	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	0.00% $7.4M	275.7K shares	Q1 2022 Held for 3y 8m	$341.99B

Hedge Fund Spotlight

Discover hedge funds investing in LQDI

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares Inflation Hedged Corporate Bond

Market Value: $1.0M
Shares Held: 38.3K
Portfolio Weight: 0.00%
Owned Since: 2022-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%