We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$13.4M +$324K +6,388 +2%
Stifel Financial
27
Stifel Financial
Missouri
$12.9M +$1.39M +27,507 +12%
WC
28
Waterloo Capital
Texas
$12.2M +$1.77M +34,929 +17%
Wells Fargo
29
Wells Fargo
California
$11.9M +$386K +7,610 +3%
IIA
30
Integral Investment Advisors
California
$11.6M +$972K +19,182 +9%
FDP
31
Financiere des Professionnels
Quebec, Canada
$11M -$11M -217,100 -50%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.9M +$1.36M +26,829 +14%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$1.41M +27,830 +16%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.82M -$254K -5,018 -3%
CT
35
Colonial Trust
South Carolina
$9.72M +$669K +13,190 +7%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$9.64M +$1.87M +36,931 +24%
TCIIS
37
TIAA-CREF Individual & Institutional Services
New York
$9.08M +$9.11M +179,777 New
PA
38
PFG Advisors
Arizona
$8.29M +$8.32M +164,186 New
SC
39
Sierra Capital
Florida
$8.11M -$1.06M -20,981 -12%
LSIA
40
LaSalle St. Investment Advisors
Illinois
$8.07M +$156K +3,086 +2%
SC
41
Saiph Capital
New Jersey
$7.55M -$306K -6,034 -4%
AWM
42
Alterna Wealth Management
Texas
$7.42M -$105K -2,081 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.23M +$228K +4,499 +3%
SF
44
Summit Financial
New Jersey
$6.84M -$158K -3,109 -2%
IFS
45
Ifrah Financial Services
Arkansas
$6.72M -$1.69M -33,383 -20%
SC
46
Scotia Capital
Ontario, Canada
$6.58M -$287K -5,662 -4%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.53M -$23.1K -455 -0.4%
NL
48
NDWM LLC
California
$6.5M +$4.71M +92,823 +259%
Financial Engines Advisors
49
Financial Engines Advisors
California
$6.25M -$581K -11,466 -8%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.17M -$1.37M -27,056 -18%