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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

45 hedge funds and large institutions have $76.4M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $67.2M → $76.4M (+$9.23M)

10% more funds holding

Funds holding: 41 → 45 (+4)

4.27% more ownership

Funds ownership: 24.28% → 28.54% (+4.3%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
+$4.32M
2
MG
Mather Group
Illinois
+$4.13M
3
LPL Financial
LPL Financial
California
+$3.54M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.68M
5
Bank of America
Bank of America
North Carolina
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.02M
2
Jane Street
Jane Street
New York
-$4.39M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$4.35M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.5M
5
LAS
Lloyd Advisory Services
Georgia
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$311K +$51.5K +2,103 +20%
PTC
27
Private Trust Company
Ohio
$287K – – –
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$282K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$275K +$73.1K +2,985 +36%
HI
30
Harbour Investments
Wisconsin
$270K +$3.84K +157 +1%
CFS
31
CRA Financial Services
New Jersey
$223K +$226K +9,219 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$218K -$5.02M -205,266 -96%
AWE
33
Avidian Wealth Enterprises
Texas
$212K – – –
BlackRock
34
BlackRock
New York
$48.4K – – –
ASN
35
Advisory Services Network
Georgia
$35.1K +$35.5K +1,450 New
ACA
36
Aptus Capital Advisors
Alabama
$21.4K – – –
AssetMark Inc
37
AssetMark Inc
California
$18K +$18.2K +744 New
SPIA
38
Steward Partners Investment Advisory
New York
$16.6K – – –
RTL
39
Red Tortoise LLC
Georgia
$16.2K +$269 +11 +2%
FFA
40
Farther Finance Advisors
California
$14.5K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7K -$5.53K -226 -43%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$3.62K +$245 +10 +7%
SS
43
Sunbelt Securities
Texas
$3.36K -$3.4K -139 -50%
TCM
44
Triumph Capital Management
Colorado
$750 +$24 +1 +3%
DWP
45
Destiny Wealth Partners
Florida
$339 +$343 +14 New
Wells Fargo
46
Wells Fargo
California
$2 -$24 -1 Closed
Jane Street
47
Jane Street
New York
– -$4.39M -178,898 Closed
LAS
48
Lloyd Advisory Services
Georgia
– -$490K -19,946 Closed
OMC
49
Old Mission Capital
Illinois
– -$321K -13,088 Closed
HF
50
HRT Financial
New York
– -$310K -12,646 Closed
1
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LQDW Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q1 2026, worth a combined $76.4M — up 14% from $67.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LQDW positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Kelly Financial Services, opening a new position worth an estimated $4.32M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.02M.

  • 45 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $76.4M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 11 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q1 2026 and 6 closed out, a net change of +5 holders.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q1 2026 was Kelly Financial Services, an estimated $4.32M added.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2026.