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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$4.32M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$4.13M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.54M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.02M |
| 2 |
Jane Street
New York
|
-$4.39M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$4.35M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.5M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$490K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| – | -$41 | -1 | Closed |
|
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.