iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
25 hedge funds and large institutions have $46.3M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
151% more capital invested
Capital invested by funds: $18.4M → $46.3M (+$27.9M)
56% more funds holding
Funds holding: 16 → 25 (+9)
6.64% more ownership
Funds ownership: 21.6% → 28.24% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$11.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.54M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.05M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.85M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$434K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$65K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.24M | -36,868 | Closed |
|
|
27
UBS Group
Zurich,
Switzerland
| – | -$4.79K | -142 | Closed |
|
LQDW Hedge Fund Activity: Q3 2023 in Review
25 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q3 2023, worth a combined $46.3M — up 151% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LQDW positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Principle Wealth Partners, opening a new position worth an estimated $11.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.24M sold.
- 25 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $46.3M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q3 2023, up 151% quarter-over-quarter.
- 11 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q3 2023 and 2 closed out, a net change of +9 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q3 2023 was Principle Wealth Partners, an estimated $11.8M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2023.