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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

Overview Fund Activity

25 hedge funds and large institutions have $35.5M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$4.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.45M
3
Bank of America
3
Bank of America
North Carolina
$3.68M
4
Jane Street
4
Jane Street
New York
$1.96M
5
KFS
5
Kelly Financial Services
Massachusetts
$2.48M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$451K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.47M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$6.35M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
EIA
5
Eldridge Investment Advisors
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
1
Prime Capital Investment Advisors
Kansas
$6.35M 225,215 -68,434 -23%
ACM
2
AlphaStar Capital Management
North Carolina
$4.59M 162,943 +162,943 New
WP
3
WealthShield Partners
North Carolina
$4.08M 144,700 -8,914 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.71M 131,528 +16,915 +15%
Bank of America
5
Bank of America
North Carolina
$3.68M 130,669 +83,899 +179%
KFS
6
Kelly Financial Services
Massachusetts
$2.48M 87,844 +61,664 +236%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.45M 87,058 +87,058 New
Jane Street
8
Jane Street
New York
$1.96M 69,548 +69,548 New
Stifel Financial
9
Stifel Financial
Missouri
$1.47M 52,317 -121,997 -70%
PAG
10
Private Advisor Group
New Jersey
$996K 35,359 +20,087 +132%
SWM
11
SeaCrest Wealth Management
New York
$676K 24,000 -3,000 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$451K 16,011 -169,990 -91%
TIM
13
Tortoise Investment Management
New York
$426K 15,120 -12,273 -45%
LAS
14
Lloyd Advisory Services
Georgia
$419K 14,869 +14,869 New
LPL Financial
15
LPL Financial
California
$399K 14,149 -19,256 -58%
TCM
16
Triumph Capital Management
Colorado
$370K 13,132 +3,306 +34%
OMC
17
Old Mission Capital
Illinois
$314K 11,149 -5,957 -35%
CFCI
18
Comprehensive Financial Consultants Institutional
Indiana
$304K 10,780 +3,528 +49%
RJA
19
Raymond James & Associates
Florida
$222K 7,886 +7,886 New
UBS Group
20
UBS Group
Switzerland
$39.5K 1,400 +1,400 New
ACA
21
Aptus Capital Advisors
Alabama
$24.9K 884 – –
TAM
22
Tucker Asset Management
Colorado
$18K 637 +101 +19%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.3K 438 -9,075 -95%
Morgan Stanley
24
Morgan Stanley
New York
$9.3K 330 +2 +0.6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.86K 66 +66 New
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