iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
10 hedge funds and large institutions have $8.86M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
28% more capital invested
Capital invested by funds: $6.93M → $8.86M (+$1.93M)
35.39% less ownership
Funds ownership: 50.96% → 15.58% (-35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.16M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.29M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.03M |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$1M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.38M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$661K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthShield Partners
Cary,
North Carolina
| $4.66M | +$413K | +11,967 | +10% |
|
|
TIM
2
Tortoise Investment Management
White Plains,
New York
| $1.29M | +$1.29M | +37,237 | New |
|
|
BAM
3
Belpointe Asset Management
Reno,
Nevada
| $1.03M | +$1.03M | +29,868 | New |
|
|
SWM
4
SeaCrest Wealth Management
Purchase,
New York
| $1M | +$1M | +29,000 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $681K | +$93.5K | +2,707 | +16% |
|
|
6
BlackRock
New York
| $104K | -$1.38M | -40,000 | -93% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $73.8K | +$53.1K | +1,538 | +256% |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $10.4K | +$10.4K | +300 | New |
|
|
SCA
9
Stonebridge Capital Advisors
St Paul,
Minnesota
| $10.4K | +$10.4K | +300 | New |
|
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.16K | +$2.16M | +62,635 | New |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$661K | -19,442 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$21.5K | -632 | Closed |
|
LQDW Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q1 2023, worth a combined $8.86M — up 28% from $6.93M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LQDW positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.16M. The largest seller was BlackRock, cutting an estimated $1.38M.
- 10 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $8.86M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 6 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q1 2023 and 2 closed out, a net change of +4 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $2.16M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q1 2023 was BlackRock, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2023.