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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
226
New England Asset Management
Connecticut
$4.92K +$4.91K +100 New
IRC
227
Investors Research Corp
Georgia
$4.53K -$21.2K -433 -82%
RFG
228
REAP Financial Group
Texas
$4.42K -$2.89K -59 -40%
CAS
229
Coppell Advisory Solutions
Texas
$4.19K +$4.17K +85 New
HFA
230
Hershey Financial Advisers
Pennsylvania
$4.14K +$4.12K +84 New
CSC
231
Caldwell Sutter Capital
California
$3.69K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$3K
SFCL
233
Strengthening Families & Communities LLC
Massachusetts
$3K
FFA
234
Farther Finance Advisors
California
$2.11K -$1.72K -35 -45%
EWM
235
EPG Wealth Management
Georgia
$1.82K -$1.81K -37 Closed
HCP
236
Hexagon Capital Partners
Arkansas
$1.13K
HNB
237
Huntington National Bank
Ohio
$49
MM
238
Main Management
California
-$6.49M -132,238 -100%
Northern Trust
239
Northern Trust
Illinois
-$4.79M -97,341 Closed
MMA
240
Miracle Mile Advisors
California
-$1.93M -39,145 Closed
LTI
241
Laffer Tengler Investments
Tennessee
-$1.22M -24,709 Closed
HWMA
242
Heritage Wealth Management (Arizona)
Arizona
-$1.04M -21,100 Closed
TLFA
243
True Link Financial Advisors
California
-$532K -10,815 Closed
DWA
244
Delta Wealth Advisors
Indiana
-$314K -6,384 Closed
BAM
245
Belpointe Asset Management
Nevada
-$311K -6,321 Closed
FCA
246
Fortis Capital Advisors
Kansas
-$311K -6,321 Closed
SPC
247
Sigma Planning Corp
Michigan
-$289K -5,869 Closed
PBF
248
Petix & Botte Financial
California
-$277K -5,629 Closed
RIA
249
Regal Investment Advisors
Michigan
-$270K -5,489 Closed
UCFA
250
United Capital Financial Advisors
Texas
-$244K -4,966 Closed

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.