iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
34 hedge funds and large institutions have $58.3M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $53.5M → $58.3M (+$4.76M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0.57% more ownership
Funds ownership: 21.31% → 21.88% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.29M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.17M |
| 4 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$643K |
| 5 |
DA
Dover Advisors
Richmond,
Virginia
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$776K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$456K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$309K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$303K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$172K |
LQDW Hedge Fund Activity: Q3 2025 in Review
34 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q3 2025, worth a combined $58.3M — up 8.9% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LQDW positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $1.52M. The largest seller was Old Mission Capital, exiting entirely with an estimated $776K sold.
- 34 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q3 2025, up from 33 in Q2 2025.
- Funds reported $58.3M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q3 2025, up 8.9% quarter-over-quarter.
- 7 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q3 2025 was Bank of America, an estimated $1.52M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q3 2025 was Old Mission Capital, an estimated $776K sold.
Based on aggregated 13F filings for Q3 2025.