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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
226
New England Asset Management
Connecticut
$5.04K
IRC
227
Investors Research Corp
Georgia
$4.64K
PCA
228
Providence Capital Advisors
North Carolina
$4.44K -$1.9K -38 -30%
CAS
229
Coppell Advisory Solutions
Texas
$4.29K
CSC
230
Caldwell Sutter Capital
California
$3.78K
PFG
231
Peterson Financial Group
Iowa
$3.11K +$3.09K +62 New
SFCL
232
Strengthening Families & Communities LLC
Massachusetts
$3.01K +$50 +1 +2%
RFG
233
REAP Financial Group
Texas
$3.01K -$1.5K -30 -33%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$3K
FFA
235
Farther Finance Advisors
California
$2.17K
EWM
236
EPG Wealth Management
Georgia
$1.87K +$1.85K +37 New
HCP
237
Hexagon Capital Partners
Arkansas
$1.16K
HNB
238
Huntington National Bank
Ohio
$50
MYLI
239
Meiji Yasuda Life Insurance
Japan
-$7.7M -156,400 Closed
IAIM
240
International Assets Investment Management
Florida
-$2.28M -46,250 Closed
OMC
241
Old Mission Capital
Illinois
-$1.57M -31,856 Closed
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
-$1.42M -28,778 Closed
DAS
243
Dynamic Advisor Solutions
Arizona
-$1.41M -28,643 Closed
FTUS
244
Flow Traders U.S.
New York
-$987K -20,032 Closed
AWM
245
AE Wealth Management
Kansas
-$669K -13,591 Closed
RA
246
RFG Advisory
Alabama
-$316K -6,409 Closed
TSS
247
Two Sigma Securities
New York
-$255K -5,174 Closed
BlackRock
248
BlackRock
New York
-$186K -3,786 Closed
ATPW
249
Ashton Thomas Private Wealth
Arizona
-$124K -2,523 Closed
ACA
250
Atlas Capital Advisors
Wyoming
-$56.5K -1,148 Closed

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.