iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
93 hedge funds and large institutions have $369M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 9 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 22
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
4% more funds holding
Funds holding: 89 → 93 (+4)
3% more capital invested
Capital invested by funds: $358M → $369M (+$11.3M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6.47% less ownership
Funds ownership: 45.98% → 39.51% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
+$19.7M |
| 2 |
Morgan Stanley
New York
|
+$11.6M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$7.62M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.73M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$13.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$10.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$9.08M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.29M |
SLQD Hedge Fund Activity: Q2 2018 in Review
93 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2018, worth a combined $369M — up 3.2% from $358M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SLQD positions and 9 closed out — a net gain of 6 holders — while 42 added to existing stakes and 22 trimmed.
The largest buyer was Mandatum Life Insurance Company, adding an estimated $19.7M. The largest seller was Private Advisor Group, cutting an estimated $13.7M.
- 93 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2018, up from 89 in Q1 2018.
- Funds reported $369M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2018, up 3.2% quarter-over-quarter.
- 15 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 9 closed out, a net change of +6 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Mandatum Life Insurance Company, an estimated $19.7M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Private Advisor Group, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2018.