iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
43 hedge funds and large institutions have $91.5M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
34% more funds holding
Funds holding: 32 → 43 (+11)
13% less capital invested
Capital invested by funds: $105M → $91.5M (-$13.5M)
67.22% less ownership
Funds ownership: 108.63% → 41.4% (-67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12.2M |
| 2 |
Morgan Stanley
New York
|
+$7.67M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$4.33M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.88M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$43M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$3.77M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$1.64M |
| 4 |
SAM
Symphony Asset Management
San Francisco,
California
|
-$636K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$341K |
SLQD Hedge Fund Activity: Q4 2016 in Review
43 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2016, worth a combined $91.5M — down 13% from $105M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SLQD positions and 5 closed out — a net gain of 11 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $12.2M. The largest seller was AssetMark Inc, cutting an estimated $43M.
- 43 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $91.5M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 13% quarter-over-quarter.
- 16 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 5 closed out, a net change of +11 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was Private Advisor Group, an estimated $12.2M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2016 was AssetMark Inc, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2016.