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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
TSS
251
Two Sigma Securities
New York
– -$378K -7,464 Closed
SIM
252
Stratos Investment Management
Ohio
– -$327K -6,459 Closed
BRWA
253
B. Riley Wealth Advisors
Florida
– -$325K -6,419 Closed
AG
254
AmeriFlex Group
Nevada
– -$292K -5,782 Closed
PCIA
255
Prime Capital Investment Advisors
Kansas
– -$269K -5,315 Closed
NFSG
256
Newbridge Financial Services Group
Florida
– -$194K -3,835 Closed
SNB
257
Security National Bank
Nebraska
– -$31.7K -627 Closed
TCM
258
Traub Capital Management
Massachusetts
– -$25.3K -500 Closed
AA
259
Ancora Advisors
Ohio
– -$21.1K -418 Closed
AA
260
Addison Advisors
Vermont
– -$20.9K -413 Closed
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
– -$6K -111 Closed
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
– -$3.44K -68 Closed
AAP
263
Arax Advisory Partners
Colorado
– -$3.04K -60 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.