iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
107 hedge funds and large institutions have $414M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
145% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 20
63% more call options, than puts
Call options by funds: $75K | Put options by funds: $46K
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
15% more funds holding
Funds holding: 93 → 107 (+14)
12% more capital invested
Capital invested by funds: $369M → $414M (+$45.2M)
10.24% less ownership
Funds ownership: 39.51% → 29.27% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$23.4M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$9.57M |
| 3 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$6.06M |
| 4 |
Morgan Stanley
New York
|
+$5.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$22.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.78M |
| 4 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$2.67M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.33M |
SLQD Hedge Fund Activity: Q3 2018 in Review
107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2018, worth a combined $414M — up 12% from $369M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SLQD positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $23.4M. The largest seller was Mandatum Life Insurance Company, cutting an estimated $22.3M.
- 107 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2018, up from 93 in Q2 2018.
- Funds reported $414M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 9 closed out, a net change of +14 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was Jane Street, an estimated $23.4M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Mandatum Life Insurance Company, an estimated $22.3M sold.
Based on aggregated 13F filings for Q3 2018.