Who owns iShares Investment Grade Corporate Bond BuyWrite Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LQDW from SEC Form 13F filings across 43 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 43 institutions disclosed 3.2M shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $75.8M — about 27.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$75.8M
value, 2026 filers
27.9%
of shares outstanding (3.2M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LQDW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 891,169 | $21.4M | 0.0% | 7.9% | -1.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 454,812 | $10.9M | 0.0% | 4% | +8.7% |
| 3 | LPL Financial LLC | 324,075 | $7.8M | 0.0% | 2.9% | +3.8% |
| 4 | Sentinel Advisory Group, LLC | 276,852 | $6.7M | 2.7% | 2.4% | +11.3% |
| 5 | Kelly Financial Services LLC | 180,681 | $4.3M | 0.9% | 1.6% | +2.5% |
| 6 | STIFEL FINANCIAL CORP | 153,561 | $3.7M | 0.0% | 1.4% | +16.0% |
| 7 | Prime Capital Investment Advisors, LLC | 148,564 | $3.6M | 0.0% | 1.3% | +3.8% |
| 8 | ARMSTRONG ADVISORY GROUP, INC | 102,894 | $2.5M | 0.2% | 0.9% | +11.5% |
| 9 | MATHER GROUP, LLC. | 94,515 | $2.3M | 0.0% | 0.8% | -44.0% |
| 10 | Private Advisor Group, LLC | 55,510 | $1.3M | 0.0% | 0.5% | -44.3% |
| 11 | OSAIC HOLDINGS, INC. | 51,060 | $1.2M | 0.0% | 0.5% | +16.8% |
| 12 | HighTower Advisors, LLCNEW | 47,924 | $1.2M | 0.0% | 0.4% | new |
| 13 | Mirae Asset Global Investments Co., Ltd. | 30,458 | $731,753 | 0.0% | 0.3% | +27.7% |
| 14 | Prosperity Consulting Group, LLC | 29,361 | $705,398 | 0.0% | 0.3% | -4.8% |
| 15 | SeaCrest Wealth Management, LLC | 28,500 | $684,713 | 0.1% | 0.3% | +3.6% |
| 16 | Nicholas Wealth, LLC. | 25,941 | $623,233 | 0.3% | 0.2% | +47.5% |
| 17 | Farther Finance Advisors, LLC | 23,837 | $572,684 | 0.0% | 0.2% | +3872.8% |
| 18 | DOVER ADVISORS, LLC | 21,292 | $522,825 | 0.2% | 0.2% | -12.8% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,232 | $501,513 | 0.0% | 0.2% | -7.8% |
| 20 | Belpointe Asset Management LLC | 20,016 | $480,893 | 0.0% | 0.2% | -9.8% |
| 21 | Fortis Capital Advisors, LLC | 20,016 | $480,893 | 0.1% | 0.2% | -9.8% |
| 22 | Lloyd Advisory Services, LLC.NEW | 19,237 | $462,175 | 0.2% | 0.2% | new |
| 23 | MGO ONE SEVEN LLC | 18,259 | $438,672 | 0.0% | 0.2% | 0.0% |
| 24 | IMA Advisory Services, Inc.NEW | 15,401 | $370,004 | 0.0% | 0.1% | new |
| 25 | Cetera Investment Advisers | 13,543 | $325,388 | 0.0% | 0.1% | +19.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.