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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$14.9K
ACA
227
Aptus Capital Advisors
Alabama
$13.7K +$8.49K +170 +167%
William Blair & Company
228
William Blair & Company
Illinois
$13.5K
GWM
229
Geneos Wealth Management
Colorado
$10.1K
LFG
230
Larson Financial Group
Missouri
$9.65K
Fidelity Investments
231
Fidelity Investments
Massachusetts
$8.14K +$750 +15 +10%
FFA
232
Farther Finance Advisors
California
$7.52K +$5.35K +107 +249%
ACA
233
Atlas Capital Advisors
Wyoming
$7.44K -$62.5K -1,250 -89%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.15K +103 +1,288%
NEAM
235
New England Asset Management
Connecticut
$5.03K
IRC
236
Investors Research Corp
Georgia
$4.63K
CSC
237
Caldwell Sutter Capital
California
$3.77K
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$3.52K -$33.5K -670 -91%
SFCL
239
Strengthening Families & Communities LLC
Massachusetts
$3.06K
AAP
240
Arax Advisory Partners
Colorado
$3.02K +$3K +60 New
EWM
241
EPG Wealth Management
Georgia
$1.86K
HCP
242
Hexagon Capital Partners
Arkansas
$1.16K
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$603 +$600 +12 New
EWA
244
EverSource Wealth Advisors
Alabama
$101
HNB
245
Huntington National Bank
Ohio
$50
WF
246
Williams Financial
Vermont
-$19.7M -395,613 Closed
FTUS
247
Flow Traders U.S.
New York
-$5.79M -116,347 Closed
LCAM
248
London & Capital Asset Management
United Kingdom
-$1.34M -26,900 Closed
OMC
249
Old Mission Capital
Illinois
-$1.26M -25,321 Closed
BHWM
250
Beaird Harris Wealth Management
Texas
-$1.05M -21,132 Closed

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.