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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

Overview Fund Activity

27 hedge funds and large institutions have $36.9M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.96M
3
Jane Street
3
Jane Street
New York
$571K
4
WP
4
WealthShield Partners
North Carolina
$525K
5
PAG
5
Private Advisor Group
New Jersey
$1.4M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$2.09M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$291K
4
TCM
4
Triumph Capital Management
Colorado
$212K
5
TIM
5
Tortoise Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.46M 360,086 +117,513 +48%
PCIA
2
Prime Capital Investment Advisors
Kansas
$6.77M 257,582 -660 -0.3%
Raymond James Financial
3
Raymond James Financial
Florida
$5.35M 203,727 +203,727 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.96M 112,569 +112,569 New
Stifel Financial
5
Stifel Financial
Missouri
$2.14M 81,357 +3,857 +5%
KFS
6
Kelly Financial Services
Massachusetts
$2.09M 79,535 -19,310 -20%
PAG
7
Private Advisor Group
New Jersey
$1.4M 53,160 +16,506 +45%
NWM
8
Napa Wealth Management
California
$1.24M 47,312 +10,711 +29%
LPL Financial
9
LPL Financial
California
$775K 29,494 -834 -3%
SWM
10
SeaCrest Wealth Management
New York
$630K 24,000 – –
Jane Street
11
Jane Street
New York
$571K 21,736 +21,736 New
WP
12
WealthShield Partners
North Carolina
$525K 19,997 +19,997 New
LAS
13
Lloyd Advisory Services
Georgia
$429K 16,348 +249 +2%
Truist Financial
14
Truist Financial
North Carolina
$421K 16,035 +4,299 +37%
CFS
15
Coordinated Financial Services
Colorado
$415K 15,780 +15,780 New
APW
16
Aurora Private Wealth
New Jersey
$330K 12,577 +12,577 New
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
$317K 12,082 -812 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$291K 11,078 -5,263 -32%
IPAM
19
Investment Partners Asset Management
New Jersey
$225K 8,546 +8,546 New
TCM
20
Triumph Capital Management
Colorado
$212K 8,079 -4,320 -35%
Osaic Holdings
21
Osaic Holdings
Arizona
$180K 6,861 +6,423 +1,466%
SPIA
22
Steward Partners Investment Advisory
New York
$88.8K 3,380 +3,380 New
ACA
23
Aptus Capital Advisors
Alabama
$23.2K 884 – –
TAM
24
Tucker Asset Management
Colorado
$16.7K 637 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14K 526 -49 -9%
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