Who Owns iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW)?Hedge Fund & Institutional Holders
Institutional Holders
44
as of Q4 2025
Total Institutional Value
$1.2000788170007e+97T
% of Float Held
—
QoQ Change in Holders
+15 / -2
Price History
LQDW — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | New Position | +321K | +$7.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +214K | +$5.0M |
| JANE STREET GROUP, LLC | New Position | +179K | +$4.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +125K | +$3.1M |
| ARMSTRONG ADVISORY GROUP, INC | New Position | +68K | +$1.7M |
| WealthShield Partners, LLC | New Position | +25K | +$617K |
| Lloyd Advisory Services, LLC. | New Position | +20K | +$489K |
| Belpointe Asset Management LLC | New Position | +16K | +$392K |
| Fortis Capital Advisors, LLC | New Position | +16K | +$392K |
| Coordinated Financial Services, Inc. | New Position | +15K | +$379K |
| OLD MISSION CAPITAL LLC | New Position | +13K | +$321K |
| Comprehensive Financial Consultants Institutional, Inc. | New Position | +12K | +$286K |
| PRIVATE TRUST CO NA | New Position | +12K | +$284K |
| Avidian Wealth Enterprises, LLC | New Position | +9K | +$215K |
| Red Tortoise LLC | New Position | +658 | +$16K |
LQDW — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NAPA WEALTH MANAGEMENT | Closed Position | -64K | -$1.6B |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$865.8M |
| BlackRock, Inc. | Decreased | -17K | -$468.6M |
| Triumph Capital Management | Decreased | -8K | -$201.4M |
| Advisory Services Network, LLC | Closed Position | -900 | -$22.7M |
| ROYAL BANK OF CANADA | Decreased | -277 | -$20.0M |
| Ancora Advisors LLC | Decreased | -121 | -$7.6M |
Top Institutional Holders(Q4 2025)
LQDW Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 41 | $61.3M | +19 |
| Q3 2025 | 22 | $37.8B | -10 |
| Q2 2025 | 32 | $47.0B | +5 |
| Q1 2025 | 27 | $45.6B | +3 |
| Q4 2024 | 24 | $32.1B | +9 |
| Q3 2024 | 15 | $13.3T | -4 |
| Q2 2024 | 19 | $19.8T | +2 |
| Q1 2024 | 17 | $12.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 44 institutional investors hold LQDW (iShares Investment Grade Corporate Bond BuyWrite Strategy ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $12.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own LQDW?
As of Q4 2025, 44 institutional investors report holding LQDW (iShares Investment Grade Corporate Bond BuyWrite Strategy ETF) in their 13F filings.
Who is the largest institutional holder of LQDW?
The largest institutional holder of LQDW is BANK OF AMERICA CORP /DE/ with $12.0M in shares.
Is institutional ownership of LQDW increasing or decreasing?
This quarter, 15 institutions opened new positions in LQDW and 2 closed their positions.