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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

58 hedge funds and large institutions have $144M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

460% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 5

58% more capital invested

Capital invested by funds: $91.5M → $144M (+$53M)

35% more funds holding

Funds holding: 43 → 58 (+15)

23.74% more ownership

Funds ownership: 41.4% → 65.14% (+24%)

Holders
58
Holders Change
+15
Holders Change %
+34.88%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$17M
2
Ameriprise
Ameriprise
Minnesota
+$12.6M
3
Morgan Stanley
Morgan Stanley
New York
+$3.46M
4
SC
Scotia Capital
Ontario, Canada
+$3.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$2.87M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$845K
3
LPL Financial
LPL Financial
California
-$200K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$46.8K
5
IWA
IBEX Wealth Advisors
New Jersey
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTIOP
26
Fiduciary Trust International of Pennsylvania
Pennsylvania
$721K +$720K +14,302 New
DIA
27
Dana Investment Advisors
Wisconsin
$697K +$23.1K +460 +3%
CAM
28
Cidel Asset Management
Ontario, Canada
$556K – – –
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$500K +$499K +9,924 New
JSA
30
Jacobson & Schmitt Advisors
Wisconsin
$490K +$489K +9,728 New
Citadel Advisors
31
Citadel Advisors
Florida
$483K +$482K +9,581 New
RJA
32
Raymond James & Associates
Florida
$410K – – –
RIG
33
Roosevelt Investment Group
New York
$378K +$378K +7,507 New
AG
34
Advisor Group
Arizona
$349K +$9.76K +194 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$346K +$95.9K +1,906 +38%
BII
36
Bainco International Investors
Massachusetts
$252K +$252K +5,000 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$211K +$654 +13 +0.3%
SHWM
38
Smith & Howard Wealth Management
Georgia
$211K +$211K +4,191 New
SHIM
39
Stone House Investment Management
Pennsylvania
$208K +$208K +4,126 New
SPC
40
Sigma Planning Corp
Michigan
$206K +$206K +4,091 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$203K +$203K +4,031 New
CFD
42
Creative Financial Designs
Indiana
$121K +$120K +2,392 New
DIA
43
Davidson Investment Advisors
Montana
$84K +$67.2K +1,335 +387%
TWA
44
TCI Wealth Advisors
Arizona
$81K +$61.4K +1,221 +321%
APSP
45
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$60.3K +1,199 New
AF
46
Allworth Financial
California
$52K +$32.2K +640 +161%
Wells Fargo
47
Wells Fargo
California
$50K -$6.44K -128 -11%
ASN
48
Advisory Services Network
Georgia
$50K +$50.1K +996 New
Creative Planning
49
Creative Planning
Kansas
$50K +$50.3K +1,000 New
Citigroup
50
Citigroup
New York
$40K – – –
1
2
3

SLQD Hedge Fund Activity: Q1 2017 in Review

58 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2017, worth a combined $144M — up 58% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SLQD positions and 3 closed out — a net gain of 16 holders — while 28 added to existing stakes and 5 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was Estate Counselors, cutting an estimated $2.87M.

  • 58 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2017, up from 43 in Q4 2016.
  • Funds reported $144M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2017, up 58% quarter-over-quarter.
  • 19 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2017 and 3 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $17M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2017 was Estate Counselors, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2017.