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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

245 hedge funds and large institutions have $1.39B 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, 91 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% more funds holding

Funds holding: 243 → 245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64% → 60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
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
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$8.68M
2
Jane Street
Jane Street
New York
+$7.49M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.89M
4
AssetMark Inc
AssetMark Inc
California
+$5.67M
5
Wells Fargo
Wells Fargo
California
+$5.57M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.1M
2
AWS
Atria Wealth Solutions
New York
-$10.1M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$9.89M
4
Lido Advisors
Lido Advisors
California
-$8.79M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
226
Thompson Investment Management
Wisconsin
$17.9K – – –
Fidelity Investments
227
Fidelity Investments
Massachusetts
$17.4K +$9.13K +182 +112%
SIS
228
Sound Income Strategies
Florida
$15K – – –
ACA
229
Aptus Capital Advisors
Alabama
$13.7K – – –
HAP
230
Harbor Asset Planning
Massachusetts
$11.2K +$11.1K +222 New
LFG
231
Larson Financial Group
Missouri
$9.71K – – –
ACA
232
Atlas Capital Advisors
Wyoming
$7.49K – – –
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
FFA
234
Farther Finance Advisors
California
$5.92K -$1.66K -33 -22%
GWM
235
Geneos Wealth Management
Colorado
$5.06K -$5.02K -100 -50%
NEAM
236
New England Asset Management
Connecticut
$5.06K – – –
IRC
237
Investors Research Corp
Georgia
$4.65K – – –
PCA
238
Providence Capital Advisors
North Carolina
$4.45K +$4.42K +88 New
CSC
239
Caldwell Sutter Capital
California
$3.79K – – –
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$3.44K -$100 -2 -3%
SFCL
241
Strengthening Families & Communities LLC
Massachusetts
$3.11K +$50 +1 +2%
AAP
242
Arax Advisory Partners
Colorado
$3.04K – – –
HNB
243
Huntington National Bank
Ohio
$2.18K – – –
CFO
244
CVA Family Office
Colorado
$2.02K +$2.01K +40 New
EWM
245
EPG Wealth Management
Georgia
$1.87K – – –
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$607 – – –
EWA
247
EverSource Wealth Advisors
Alabama
$101 – – –
ECA
248
Elevation Capital Advisory
Oregon
– -$6.45M -128,326 Closed
LSIA
249
LaSalle St. Investment Advisors
Illinois
– -$3.95M -78,548 Closed
Truist Financial
250
Truist Financial
North Carolina
– -$1.41M -28,024 Closed
7 8 9
10
11

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.