iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
26 hedge funds and large institutions have $46.5M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,500% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 1
26% more capital invested
Capital invested by funds: $36.9M → $46.5M (+$9.61M)
1.08% less ownership
Funds ownership: 21.33% → 20.26% (-1.1%)
4% less funds holding
Funds holding: 27 → 26 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$8.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.12M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.1M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$776K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.62M |
| 2 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$2.09M |
| 3 |
Jane Street
New York
|
-$571K |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$212K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
National Bank of Canada
Montreal,
Quebec, Canada
| $2.49K | +$632 | +24 | +34% |
|
|
KFS
27
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.09M | -79,535 | Closed |
|
|
28
Jane Street
New York
| – | -$571K | -21,736 | Closed |
|
|
TCM
29
Triumph Capital Management
Denver,
Colorado
| – | -$212K | -8,079 | Closed |
|
|
TAM
30
Tucker Asset Management
Littleton,
Colorado
| – | -$16.7K | -637 | Closed |
|
LQDW Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q1 2025, worth a combined $46.5M — up 26% from $36.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LQDW and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 16 added.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $8.15M. The largest seller was Susquehanna International Group, cutting an estimated $2.62M.
- 26 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q1 2025, down from 27 in Q4 2024.
- Funds reported $46.5M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q1 2025, up 26% quarter-over-quarter.
- 3 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $8.15M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q1 2025 was Susquehanna International Group, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2025.