iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
33 hedge funds and large institutions have $53.5M 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, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
27% more funds holding
Funds holding: 26 → 33 (+7)
15% more capital invested
Capital invested by funds: $46.5M → $53.5M (+$7.05M)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
1.05% more ownership
Funds ownership: 20.26% → 21.31% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.69M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.6M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$6.43M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$88.9K |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
-$87.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$60.8K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
26
Independent Financial Group
San Diego,
California
| $223K | +$5.12K | +200 | +2% |
|
|
ACA
27
Aptus Capital Advisors
Fairhope,
Alabama
| $22.6K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $20.9K | +$20.9K | +818 | New |
|
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | -$60.8K | -2,376 | -76% |
|
|
RTL
30
Red Tortoise LLC
Atlanta,
Georgia
| $15.7K | +$15.8K | +616 | New |
|
31
Wells Fargo
San Francisco,
California
| $10.9K | +$10.9K | +426 | New |
|
32
National Bank of Canada
Montreal,
Quebec, Canada
| $2.42K | – | – | – |
|
33
Morgan Stanley
New York
| $36 | -$8.37K | -327 | -100% |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| – | -$88.9K | -3,380 | Closed |
|
35
Jones Financial Companies
Des Peres,
Missouri
| – | -$13.9K | -528 | Closed |
|
LQDW Hedge Fund Activity: Q2 2025 in Review
33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q2 2025, worth a combined $53.5M — up 15% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LQDW positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.71M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $6.43M.
- 33 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q2 2025, up from 26 in Q1 2025.
- Funds reported $53.5M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 9 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q2 2025 and 2 closed out, a net change of +7 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $4.71M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $6.43M sold.
Based on aggregated 13F filings for Q2 2025.