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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

Overview Fund Activity

23 hedge funds and large institutions have $36M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$8.6M
2
Bank of America
2
Bank of America
North Carolina
$1.37M
3
KFS
3
Kelly Financial Services
Massachusetts
$767K
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$586K
5
SPC
5
Sigma Planning Corp
Michigan
$567K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
LPL Financial
2
LPL Financial
California
$979K
3
Jane Street
3
Jane Street
New York
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.45M
5
BAM
5
Belpointe Asset Management
Nevada
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
– -$200K -6,745 Closed
ASN
27
Advisory Services Network
Georgia
– -$81.5K -2,747 Closed
1
2