iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
27 hedge funds and large institutions have $36.9M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $30.3M → $36.9M (+$6.58M)
17% more funds holding
Funds holding: 23 → 27 (+4)
6.92% more ownership
Funds ownership: 14.42% → 21.33% (+6.9%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.07M |
| 3 |
Jane Street
New York
|
+$592K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$545K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$526K |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$231K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$209K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$143K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $8.63K | – | – | – |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $1.87K | +$1.94K | +71 | New |
|
|
IFG
28
Independent Financial Group
San Diego,
California
| – | -$231K | -8,150 | Closed |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$209K | -7,375 | Closed |
|
|
TIM
30
Tortoise Investment Management
White Plains,
New York
| – | -$74.3K | -2,615 | Closed |
|
LQDW Hedge Fund Activity: Q4 2024 in Review
27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q4 2024, worth a combined $36.9M — up 22% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDW positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $3.2M. The largest seller was Kelly Financial Services, cutting an estimated $526K.
- 27 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $36.9M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 9 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q4 2024 was Bank of America, an estimated $3.2M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q4 2024 was Kelly Financial Services, an estimated $526K sold.
Based on aggregated 13F filings for Q4 2024.