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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

41 hedge funds and large institutions have $67.2M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

21% more funds holding

Funds holding: 34 → 41 (+7)

15% more capital invested

Capital invested by funds: $58.3M → $67.2M (+$8.92M)

2.4% more ownership

Funds ownership: 21.88% → 24.28% (+2.4%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.46M
2
Bank of America
Bank of America
North Carolina
+$2.94M
3
AAG
Armstrong Advisory Group
Massachusetts
+$1.69M
4
LPL Financial
LPL Financial
California
+$1.11M
5
PAG
Private Advisor Group
New Jersey
+$751K

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$990K
2
Truist Financial
Truist Financial
North Carolina
-$633K
3
BlackRock
BlackRock
New York
-$413K
4
PCIA
Prime Capital Investment Advisors
Kansas
-$371K
5
IPAM
Investment Partners Asset Management
New Jersey
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$270K +$159K +6,382 +138%
IFG
27
Independent Financial Group
California
$264K +$54.9K +2,200 +26%
AWE
28
Avidian Wealth Enterprises
Texas
$216K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$206K +$209K +8,383 New
BlackRock
30
BlackRock
New York
$49.1K -$413K -16,544 -89%
ACA
31
Aptus Capital Advisors
Alabama
$21.7K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$16.9K +$17.1K +687 New
RTL
33
Red Tortoise LLC
Georgia
$16.2K +$699 +28 +4%
FFA
34
Farther Finance Advisors
California
$14.7K – – –
TAM
35
Tucker Asset Management
Colorado
$13.9K +$14.2K +568 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$13K -$6.91K -277 -34%
SS
37
Sunbelt Securities
Texas
$6.82K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$3.43K +$998 +40 +40%
TCM
39
Triumph Capital Management
Colorado
$737 -$198K -7,938 -100%
Morgan Stanley
40
Morgan Stanley
New York
$41 – – –
Wells Fargo
41
Wells Fargo
California
$23 +$25 +1 New
GSEP
42
Golden State Equity Partners
California
– -$990K -39,191 Closed
Truist Financial
43
Truist Financial
North Carolina
– -$633K -25,050 Closed
IPAM
44
Investment Partners Asset Management
New Jersey
– -$226K -8,926 Closed
ASN
45
Advisory Services Network
Georgia
– -$22.7K -900 Closed
1
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LQDW Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q4 2025, worth a combined $67.2M — up 15% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LQDW positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.46M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $990K sold.

  • 41 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $67.2M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 12 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q4 2025 and 4 closed out, a net change of +8 holders.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q4 2025 was Jane Street, an estimated $4.46M added.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q4 2025 was Golden State Equity Partners, an estimated $990K sold.

Based on aggregated 13F filings for Q4 2025.