SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

241 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.24%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
85
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M
2
NA
2
NewEdge Advisors
Louisiana
$14.3M
3
Jane Street
3
Jane Street
New York
$11.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
AssetMark Inc
5
AssetMark Inc
California
$6.34M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$14.4M
2
AWS
2
Atria Wealth Solutions
New York
$247K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$1.41M
4
Lido Advisors
4
Lido Advisors
California
$5M
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M 2,258,111 -40,703 -2%
LPL Financial
2
LPL Financial
California
$62.1M 1,227,737 +85,058 +7%
LWM
3
LJI Wealth Management
Indiana
$56.7M 1,120,845 +16,467 +1%
UBS Group
4
UBS Group
Switzerland
$55.9M 1,104,138 +22,083 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$54.8M 1,082,542 -20,130 -2%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51M 1,008,095 -23,125 -2%
BI
7
Bramshill Investments
Florida
$48.3M 954,338 +27,453 +3%
WIA
8
World Investment Advisors
California
$47.9M 946,574 +76,635 +9%
Ameriprise
9
Ameriprise
Minnesota
$44.9M 887,637 +31,437 +4%
MCM
10
MAI Capital Management
Ohio
$44.5M 879,957 +25,863 +3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42.3M 835,389 – –
LWANC
12
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M 2,045,208 +2,004,325 +4,903%
VAMG
13
Voisard Asset Management Group
Michigan
$37.4M 739,636 +68,085 +10%
GSWM
14
Greenup Street Wealth Management
Michigan
$36.3M 717,259 -42,258 -6%
Bank of America
15
Bank of America
North Carolina
$34.2M 675,535 -15,182 -2%
CBT
16
Crews Bank & Trust
Florida
$32.9M 651,171 +14,198 +2%
Allianz Asset Management
17
Allianz Asset Management
Germany
$31.8M 627,827 +32,500 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30.5M 602,006 +55,046 +10%
CFD
19
Creative Financial Designs
Indiana
$22.4M 442,768 +19,383 +5%
WWM
20
Wiser Wealth Management
Georgia
$20.3M 402,027 +12,239 +3%
WC
21
Waterloo Capital
Texas
$17.3M 341,102 +104,429 +44%
CNB
22
Camden National Bank
Maine
$15.5M 305,682 +7,868 +3%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$14.4M 284,941 -220,612 -44%
NA
24
NewEdge Advisors
Louisiana
$14.3M 283,086 +173,028 +157%
CTA
25
Colonial Trust Advisors
South Carolina
$13.7M 270,227 +13,833 +5%
1
2 3 4 5