iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
16 hedge funds and large institutions have $18.4M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
108% more capital invested
Capital invested by funds: $8.86M → $18.4M (+$9.57M)
60% more funds holding
Funds holding: 10 → 16 (+6)
6.02% more ownership
Funds ownership: 15.58% → 21.6% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.1M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.97M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$722K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$676K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$104K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$73.8K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.1K |
LQDW Hedge Fund Activity: Q2 2023 in Review
16 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q2 2023, worth a combined $18.4M — up 108% from $8.86M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LQDW positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.1M. The largest seller was BlackRock, exiting entirely with an estimated $104K sold.
- 16 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $18.4M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q2 2023, up 108% quarter-over-quarter.
- 8 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q2 2023 and 2 closed out, a net change of +6 holders.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q2 2023 was MML Investors Services, an estimated $2.1M added.
- The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q2 2023 was BlackRock, an estimated $104K sold.
Based on aggregated 13F filings for Q2 2023.