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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

Overview Fund Activity

32 hedge funds and large institutions have $52.8M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.7M
2
Bank of America
Bank of America
North Carolina
+$3.68M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.74M
4
LPL Financial
LPL Financial
California
+$1.59M
5
OMC
Old Mission Capital
Illinois
+$776K

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$6.42M
2
Osaic Holdings
Osaic Holdings
Arizona
-$283K
3
SPIA
Steward Partners Investment Advisory
New York
-$88.9K
4
NWM
Napa Wealth Management
California
-$87.7K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$60.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$22.6K – – –
HI
27
Harbour Investments
Wisconsin
$20.9K +$20.9K +818 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$19K -$60.7K -2,376 -76%
RTL
29
Red Tortoise LLC
Georgia
$15.7K +$15.7K +616 New
Wells Fargo
30
Wells Fargo
California
$10.9K +$10.9K +426 New
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$2.42K – – –
Morgan Stanley
32
Morgan Stanley
New York
$36 -$11.8K -327 -100%
SPIA
33
Steward Partners Investment Advisory
New York
– -$88.9K -3,380 Closed
Jones Financial Companies
34
Jones Financial Companies
Missouri
– -$13.9K -528 Closed
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