iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.
14,118% more call options, than puts
Call options by funds: $36.7M | Put options by funds: $258K
27% more capital invested
Capital invested by funds: $1.41B → $1.79B (+$377M)
4.24% more ownership
Funds ownership: 55.66% → 59.9% (+4.2%)
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0% less funds holding
Funds holding: 235 → 234 (-1)
2% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 86
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$246M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$59M |
| 3 |
Jane Street
New York
|
+$27.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$21.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WF
Williams Financial
North Bennington,
Vermont
|
-$16.8M |
| 2 |
Goldman Sachs
New York
|
-$12.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.1M |
| 4 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$6.73M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
251
SeaCrest Wealth Management
Purchase,
New York
| – | -$97K | -2,000 | Closed |
|
252
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$54K | -1,109 | Closed |
|
|
CWA
253
Clearview Wealth Advisors
Salem,
Oregon
| – | -$39K | -795 | Closed |
|
|
CB
254
Community Bank
Dewitt,
New York
| – | -$39K | -795 | Closed |
|
|
PFGIA
255
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -392 | Closed |
|
|
MIFH
256
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$10K | -205 | Closed |
|
|
JPLA
257
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$7K | -145 | Closed |
|
|
HFS
258
Heritage Financial Services
Westwood,
Massachusetts
| – | -$3K | -74 | Closed |
|
SLQD Hedge Fund Activity: Q3 2022 in Review
234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.
- 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
- Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
- 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.
Based on aggregated 13F filings for Q3 2022.