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iShares 0-5 Year Investment Grade Corporate Bond ETF

126 hedge funds and large institutions have $501M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

6% more funds holding

Funds holding: 119126 (+7)

5% more capital invested

Capital invested by funds: $475M → $501M (+$26M)

1.52% less ownership

Funds ownership: 28.45%26.93% (-1.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

64% less call options, than puts

Call options by funds: $45K | Put options by funds: $126K

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
14
Increased
61
Reduced
37
Closed
6
Calls
$45K
Puts
$126K
Net Calls
-$81K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
26
Jacobson & Schmitt Advisors
Wisconsin
$4.2M +$929K +18,407 +29%
Jane Street
27
Jane Street
New York
$4.13M +$4.09M +80,930 New
IIA
28
IPG Investment Advisors
California
$3.95M +$39.3K +779 +1%
FMII
29
Farmers & Merchants Investments Inc
Nebraska
$3.6M +$3.57M +70,724 New
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$3.54M +$955K +18,917 +37%
BMM
31
Buffington Mohr McNeal
Idaho
$3.23M +$497K +9,841 +18%
SXL
32
Summit X LLC
Missouri
$3.23M -$967K -19,160 -23%
Deutsche Bank
33
Deutsche Bank
Germany
$3.09M
OMC
34
Old Mission Capital
Illinois
$2.99M +$1.36M +26,852 +85%
Citadel Advisors
35
Citadel Advisors
Florida
$2.98M +$2.38M +47,058 +409%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.83M -$76.9K -1,523 -3%
Wells Fargo
37
Wells Fargo
California
$2.82M +$232K +4,596 +9%
AWM
38
AE Wealth Management
Kansas
$2.8M +$1.5M +29,749 +118%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.74M +$148K +2,932 +6%
MIAN
40
Mariner Independent Advisor Network
Kansas
$2.7M +$95.6K +1,894 +4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.67M +$267K +5,285 +11%
SS
42
Simplicity Solutions
Minnesota
$2.55M +$871K +17,256 +53%
SC
43
Scotia Capital
Ontario, Canada
$2.4M +$190K +3,761 +9%
Lido Advisors
44
Lido Advisors
California
$2.27M -$3.82M -75,683 -63%
SPC
45
Sigma Planning Corp
Michigan
$2.02M +$92.8K +1,838 +5%
EPP
46
ETF Portfolio Partners
Kansas
$1.7M -$4.9K -97 -0.3%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.56M +$319K +6,318 +26%
TPCM
48
Three Peaks Capital Management
Colorado
$1.35M +$229K +4,535 +21%
WFM
49
Wolff Financial Management
Michigan
$1.34M +$510K +10,097 +62%
MCM
50
Monument Capital Management
Virginia
$1.25M +$425K +8,416 +52%

SLQD Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2019, worth a combined $501M — up 5.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SLQD positions and 6 closed out — a net gain of 8 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was Mandatum Life Insurance Company, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $9.37M.

  • 126 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2019, up from 119 in Q1 2019.
  • Funds reported $501M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Mandatum Life Insurance Company, an estimated $13M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Flow Traders U.S., an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2019.