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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8% → 63.68% (+2.9%)

1% less funds holding

Funds holding: 245 → 242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$46.3M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$20M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$18.3M
4
FDP
Financiere des Professionnels
Quebec, Canada
+$15.4M
5
NA
NewEdge Advisors
Louisiana
+$9.08M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$19.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$9.15M
3
WC
Waterloo Capital
Texas
-$6.05M
4
LPL Financial
LPL Financial
California
-$5.76M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
226
Thompson Investment Management
Wisconsin
$18K – – –
ACA
227
Aptus Capital Advisors
Alabama
$13.8K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$13.7K +$13.6K +269 New
HAP
229
Harbor Asset Planning
Massachusetts
$11.4K +$101 +2 +0.9%
LFG
230
Larson Financial Group
Missouri
$9.76K – – –
GWM
231
Geneos Wealth Management
Colorado
$5.08K – – –
NEAM
232
New England Asset Management
Connecticut
$5.08K – – –
IRC
233
Investors Research Corp
Georgia
$4.68K – – –
PCA
234
Providence Capital Advisors
North Carolina
$4.47K – – –
FFA
235
Farther Finance Advisors
California
$4.32K -$1.62K -32 -27%
CSC
236
Caldwell Sutter Capital
California
$3.81K – – –
SFCL
237
Strengthening Families & Communities LLC
Massachusetts
$3.16K – – –
CFO
238
CVA Family Office
Colorado
$2.03K – – –
EWM
239
EPG Wealth Management
Georgia
$1.88K – – –
KWM
240
Kiker Wealth Management
Georgia
$1.37K +$1.37K +27 New
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$610 – – –
SA
242
Strategic Advocates
Utah
$457 +$455 +9 New
EWA
243
EverSource Wealth Advisors
Alabama
$102 – – –
HNB
244
Huntington National Bank
Ohio
$51 – – –
JWA
245
JFS Wealth Advisors
Pennsylvania
$21 -$134K -2,656 Closed
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
– -$1.99M -39,362 Closed
SNWA
247
Siligmueller & Norvid Wealth Advisors
Illinois
– -$1.64M -32,584 Closed
PCIG
248
Partners Capital Investment Group
Massachusetts
– -$1.41M -27,805 Closed
FIM
249
Freedom Investment Management
Connecticut
– -$608K -12,019 Closed
RA
250
RFG Advisory
Alabama
– -$532K -10,507 Closed
7 8 9
10
11

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.