iShares Investment Grade Corporate Bond BuyWrite Strategy
LQDW • BATS
iShares Investment Grade Corporate Bond BuyWrite Strategy is an exchange-traded fund on BATS. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $58.1M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $17.3M.
Overview
Overview of institutional ownership in LQDW as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $58.1M
- Shares Held
- 2.3M
- Avg Position
- $1.7M
- Median Position
- $450.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in LQDW as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $17.3M 0.00% of portfolio |
 Prime Capital Investment Advisors, LLC RIA/Wealth | $8.5M 0.11% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.5M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $5.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $3.1M 0.00% of portfolio |
$3.0M 0.00% of portfolio | |
S STIFEL FINANCIAL CORP Long Only Manager | $2.8M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $1.9M 0.01% of portfolio |
 NAPA WEALTH MANAGEMENT RIA/Wealth | $1.6M 0.84% of portfolio |
 Golden State Equity Partners RIA/Wealth | $990.4K 0.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LQDW in Q3 2025
- Traded
- +$5.6M
- Buyers
- 24
- Sellers
- 8
- Total Bought
- +$7.8M
- Total Sold
- −$2.3M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$1.5M +60.1K shares |
+$1.3M +51.0K shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.2M +46.1K shares |
 Prosperity Consulting Group, LLC RIA/Wealth | +$642.3K +25.4K shares |
 DOVER ADVISORS, LLC RIA/Wealth | +$524.8K +20.8K shares |
Prime Capital Investment Advisors, LLC RIA/Wealth | +$502.8K +19.9K shares |
L LPL Financial LLC Institution | +$454.4K +18.0K shares |
NAPA WEALTH MANAGEMENT RIA/Wealth | +$372.2K +14.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$260.0K +10.3K shares |
 Triumph Capital Management RIA/Wealth | +$201.4K +8.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$775.9K −30.4K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$456.3K −17.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$309.3K −12.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$303.4K −11.9K shares |
Private Advisor Group, LLC RIA/Wealth | −$171.9K −6.8K shares |
 Coordinated Financial Services, Inc. RIA/Wealth | −$127.8K −5.1K shares |
Golden State Equity Partners RIA/Wealth | −$58.1K −2.3K shares |
 Emerald Investment Partners, LLC RIA/Wealth | −$52.3K −2.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LQDW in Q3 2025
- New Positions
- 5
- New Value
- $1.3M
- Exited Positions
- 4
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
Prosperity Consulting Group, LLC RIA/Wealth | $642.3K 25.4K shares |
DOVER ADVISORS, LLC RIA/Wealth | $524.8K 20.8K shares |
P PRIVATE TRUST CO NA Institution | $141.5K 5.6K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $15.2K 600.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $7.0K 278.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $775.9K 30.4K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $456.3K 17.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $309.3K 12.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $303.4K 11.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in LQDW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LQDW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | 0.84% $1.6M |
 Lloyd Advisory Services, LLC. RIA/Wealth | 0.23% $456.2K |
DOVER ADVISORS, LLC RIA/Wealth | 0.21% $524.8K |
Coordinated Financial Services, Inc. RIA/Wealth | 0.17% $259.2K |
Golden State Equity Partners RIA/Wealth | 0.17% $990.4K |
0.15% $225.6K | |
Prime Capital Investment Advisors, LLC RIA/Wealth | 0.11% $8.5M |
0.10% $310.2K | |
 SeaCrest Wealth Management, LLC RIA/Wealth | 0.07% $690.7K |
Emerald Investment Partners, LLC RIA/Wealth | 0.05% $444.2K |
