iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
24 hedge funds and large institutions have $36.2M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more funds holding
Funds holding: 21 → 24 (+3)
4% more capital invested
Capital invested by funds: $35M → $36.2M (+$1.24M)
0.8% more ownership
Funds ownership: 20.52% → 21.32% (+0.8%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$2.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$972K |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$683K |
| 4 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$587K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.67M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.42M |
| 3 |
Jane Street
New York
|
-$878K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$800K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$878K | -29,613 | Closed |
|
|
RJA
27
Raymond James & Associates
St Petersburg,
Florida
| – | -$200K | -6,745 | Closed |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| – | -$81.5K | -2,747 | Closed |
|
LQDW Hedge Fund Activity: Q1 2024 in Review
24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q1 2024, worth a combined $36.2M — up 3.6% from $35M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LQDW positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $2.94M. The largest seller was MML Investors Services, exiting entirely with an estimated $2.67M sold.
- 24 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q1 2024, up from 21 in Q4 2023.
- Funds reported $36.2M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
- 7 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q1 2024 and 4 closed out, a net change of +3 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q1 2024 was Prime Capital Investment Advisors, an estimated $2.94M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q1 2024 was MML Investors Services, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2024.