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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $448K | Put options by funds: $124K

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $620M → $687M (+$67.2M)

10% more funds holding

Funds holding: 153168 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.67% less ownership

Funds ownership: 32.35%31.68% (-0.67%)

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$6.23M +$1.38M +26,867 +29%
Jane Street
27
Jane Street
New York
$6.17M -$54.9M -1,067,812 -90%
BMM
28
Buffington Mohr McNeal
Idaho
$6.13M +$733K +14,245 +14%
WFM
29
Wolff Financial Management
Michigan
$6.11M +$965K +18,763 +19%
CNB
30
Camden National Bank
Maine
$5.62M +$2.97M +57,656 +115%
MGIA
31
Matthew Goff Investment Advisor
Texas
$5.32M +$5.25M +102,136 New
EVM
32
Eaton Vance Management
Massachusetts
$5.24M +$206K +4,000 +4%
RWA
33
Redhawk Wealth Advisors
Minnesota
$5.02M +$4.03M +78,354 +437%
SFO
34
Stokes Family Office
Louisiana
$4.81M -$16.6M -322,661 -78%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$4.74M
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$4.32M +$4.27M +82,931 New
MWM
37
Mattern Wealth Management
Kansas
$4.13M +$4.08M +79,215 New
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$4.08M +$294K +5,717 +8%
PAG
39
Private Advisor Group
New Jersey
$3.84M +$72.5K +1,410 +2%
EIC
40
Equity Investment Corp
Georgia
$3.68M +$3.64M +70,669 New
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$3.47M +$3.43M +66,656 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.37M +$3.33M +64,683 New
AWM
43
AE Wealth Management
Kansas
$3.34M +$557K +10,821 +20%
SL
44
Systelligence LLC
Minnesota
$3.21M +$3.17M +61,622 New
SS
45
Simplicity Solutions
Minnesota
$3.19M +$612K +11,898 +24%
RIM
46
Rockbridge Investment Management
New York
$2.99M +$2.95M +57,314 New
CFGS
47
Concourse Financial Group Securities
Alabama
$2.96M -$195K -3,783 -6%
RJA
48
Raymond James & Associates
Florida
$2.89M -$3.98M -77,280 -58%
OMC
49
Old Mission Capital
Illinois
$2.88M +$2.84M +55,283 New
SPC
50
Sigma Planning Corp
Michigan
$2.79M +$405K +7,867 +17%

SLQD Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2020, worth a combined $687M — up 11% from $620M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLQD positions and 25 closed out — a net gain of 16 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $54.9M.

  • 168 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2020, up from 153 in Q1 2020.
  • Funds reported $687M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 25 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $28.9M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $54.9M sold.

Based on aggregated 13F filings for Q2 2020.