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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
226
Impact Partnership Wealth
Georgia
$2.12K +$2.13K +44 New
EWM
227
EPG Wealth Management
Georgia
$1.78K – – –
RF
228
Robinswood Financial
Washington
$1.49K +$1.5K +31 New
HCP
229
Hexagon Capital Partners
Arkansas
$1.11K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HNB
231
Huntington National Bank
Ohio
$48 – – –
KLI
232
Kelman-Lazarov Inc
Tennessee
– -$16.6M -341,515 Closed
Jane Street
233
Jane Street
New York
– -$15.4M -318,074 Closed
Renaissance Technologies
234
Renaissance Technologies
New York
– -$3.34M -68,900 Closed
ECA
235
Elevated Capital Advisors
Utah
– -$3.1M -63,869 Closed
AAS
236
Ameritas Advisory Services
Nebraska
– -$1.95M -40,249 Closed
SFS
237
Sowell Financial Services
Arkansas
– -$1.64M -33,761 Closed
EIA
238
Eldridge Investment Advisors
New Hampshire
– -$1.5M -30,924 Closed
EPP
239
ETF Portfolio Partners
Kansas
– -$1.33M -27,367 Closed
BAM
240
Belpointe Asset Management
Nevada
– -$529K -10,906 Closed
FCA
241
Fortis Capital Advisors
Kansas
– -$449K -9,257 Closed
DWP
242
Destiny Wealth Partners
Florida
– -$404K -8,325 Closed
CT
243
Columbia Trust
Oregon
– -$386K -7,969 Closed
CIP
244
Chartwell Investment Partners
Pennsylvania
– -$383K -7,910 Closed
FPAS
245
Focus Partners Advisor Solutions
Missouri
– -$322K -6,641 Closed
MHS
246
M Holdings Securities
Oregon
– -$267K -5,511 Closed
JWCA
247
J.W. Cole Advisors
Florida
– -$210K -4,334 Closed
MWP
248
Madison Wealth Partners
Wisconsin
– -$202K -4,175 Closed
IAN
249
Integrated Advisors Network
Texas
– -$202K -4,174 Closed
ASN
250
Advisory Services Network
Georgia
– -$194K -4,001 Closed
7 8 9
10
11

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.