Who Owns LQDW?
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF — Institutional Ownership & 13F Holdings
$24.11
+0.00 (+0.00%)
Market Cap
$273.7M
Shares Outstanding
11,099,735
Institutional Holders
27
Total Inst. Value
$29.6M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
9
Closed Positions
6
Increased
13
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $12.6M | 478,592 |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.1M | 233,220 |
| 3 | STIFEL FINANCIAL CORP | $2.2M | 82,910 |
| 4 | Private Advisor Group, LLC | $2.1M | 79,266 |
| 5 | NAPA WEALTH MANAGEMENT | $1.4M | 52,220 |
| 6 | Golden State Equity PartnersNew | $1.1M | 41,679 |
| 7 | SeaCrest Wealth Management, LLC | $630K | 24,000 |
| 8 | TRUIST FINANCIAL CORP | $553K | 21,035 |
| 9 | OSAIC HOLDINGS, INC. | $461K | 17,534 |
| 10 | Lloyd Advisory Services, LLC.New | $434K | 16,493 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +119K | $12.6M |
| RAYMOND JAMES FINANCIAL INC | +29K | $6.1M |
| STIFEL FINANCIAL CORP | +2K | $2.2M |
| Private Advisor Group, LLC | +26K | $2.1M |
| NAPA WEALTH MANAGEMENT | +5K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -100K | $343K |
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Frequently Asked Questions
How many institutional investors hold LQDW?
As of Q1 2025, 27 institutional investors report holding LQDW (iShares Investment Grade Corporate Bond BuyWrite Strategy ETF) in their 13F filings.
Which hedge fund owns the most LQDW?
The largest institutional holder of LQDW is BANK OF AMERICA CORP /DE/ with $12.6M in shares.
Are institutions buying or selling LQDW?
This quarter, 9 institutions opened new positions in LQDW and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.