iShares ESG Advanced Investment Grade Corporate Bond ETF
ELQD
ELQD was delisted on the 18th of August, 2025.
6 hedge funds and large institutions have $11.2M invested in iShares ESG Advanced Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $10.5M → $11.2M (+$705K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.55% less ownership
Funds ownership: 91.32% → 89.77% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$189K |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$70.4K |
| 3 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$235 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$365K |
| 2 |
OL
Optas LLC
Austin,
Texas
|
-$37K |
| 3 |
JP Morgan Chase
New York
|
-$31.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $10.1M | – | – | – |
|
|
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $474K | +$70.4K | +899 | +19% |
|
|
HFA
3
Highland Financial Advisors
Wayne,
New Jersey
| $236K | +$235 | +3 | +0.1% |
|
|
OL
4
Optas LLC
Austin,
Texas
| $201K | -$37K | -472 | -16% |
|
|
FA
5
Fermata Advisors
Sonoma,
California
| $201K | +$189K | +2,410 | New |
|
|
6
JP Morgan Chase
New York
| $22.8K | -$31.6K | -403 | -60% |
|
|
7
Jane Street
New York
| – | -$365K | -4,761 | Closed |
|
ELQD Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) for Q4 2023, worth a combined $11.2M — up 6.7% from $10.5M a quarter earlier.
Fund positioning in ELQD was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $189K. The largest seller was Jane Street, exiting entirely with an estimated $365K sold.
- 6 institutional investors held iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $11.2M of iShares ESG Advanced Investment Grade Corporate Bond ETF stock for Q4 2023, up 6.7% quarter-over-quarter.
- 1 fund opened new iShares ESG Advanced Investment Grade Corporate Bond ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest iShares ESG Advanced Investment Grade Corporate Bond ETF buyer in Q4 2023 was Fermata Advisors, an estimated $189K added.
- The largest iShares ESG Advanced Investment Grade Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $365K sold.
Based on aggregated 13F filings for Q4 2023.