SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

242 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, 86 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.25%
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
86
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 Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$13.7K – – –
HAP
227
Harbor Asset Planning
Massachusetts
$11.2K +$11.2K +222 New
LFG
228
Larson Financial Group
Missouri
$9.71K – – –
ACA
229
Atlas Capital Advisors
Wyoming
$7.49K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
FFA
231
Farther Finance Advisors
California
$5.92K -$1.67K -33 -22%
GWM
232
Geneos Wealth Management
Colorado
$5.06K -$5.06K -100 -50%
NEAM
233
New England Asset Management
Connecticut
$5.06K – – –
IRC
234
Investors Research Corp
Georgia
$4.65K – – –
PCA
235
Providence Capital Advisors
North Carolina
$4.45K +$4.45K +88 New
CSC
236
Caldwell Sutter Capital
California
$3.79K – – –
CSPIA
237
Cary Street Partners Investment Advisory
Virginia
$3.44K -$101 -2 -3%
SFCL
238
Strengthening Families & Communities LLC
Massachusetts
$3.11K +$50 +1 +2%
AAP
239
Arax Advisory Partners
Colorado
$3.04K – – –
HNB
240
Huntington National Bank
Ohio
$2.18K -$50 – –
CFO
241
CVA Family Office
Colorado
$2.02K +$2.02K +40 New
EWM
242
EPG Wealth Management
Georgia
$1.87K – – –
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$607 – – –
EWA
244
EverSource Wealth Advisors
Alabama
$101 – – –
ECA
245
Elevation Capital Advisory
Oregon
– -$6.45M -128,326 Closed
LSIA
246
LaSalle St. Investment Advisors
Illinois
– -$3.95M -78,548 Closed
Truist Financial
247
Truist Financial
North Carolina
– -$1.41M -28,024 Closed
HF
248
HRT Financial
New York
– -$522K -10,394 Closed
PCM
249
Prelude Capital Management
New York
– -$522K -10,380 Closed
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
– -$490K -9,738 Closed
7 8 9
10
11