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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$11.1M +$1.55M +29,921 +16%
MFM
27
MD Financial Management
Ontario, Canada
$10.3M +$10.3M +199,062 New
COCM
28
Charter Oak Capital Management
New Hampshire
$10.2M +$541K +10,442 +6%
Bank Julius Baer & Co
29
Bank Julius Baer & Co
Switzerland
$9.79M +$3.7M +71,363 +61%
PWW
30
Pettyjohn Wood & White
Virginia
$8.92M -$132K -2,540 -1%
Wells Fargo
31
Wells Fargo
California
$8.67M -$33.2K -641 -0.4%
MWM
32
Moulton Wealth Management
Washington
$8.45M +$434K +8,367 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.36M +$234K +4,522 +3%
DAS
34
Dynamic Advisor Solutions
Arizona
$8.23M +$2.13M +41,121 +35%
JP Morgan Chase
35
JP Morgan Chase
New York
$8.12M +$6.4M +123,513 +372%
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.24M +$240K +4,638 +3%
BBHBI
37
B, B, H, & B Inc
Alabama
$6.82M -$5.25M -101,315 -44%
FCIM
38
Fairview Capital Investment Management
California
$5.93M -$24.6K -475 -0.4%
DI
39
DAGCO Inc
Ohio
$5.81M +$1.18M +22,757 +25%
GWMIA
40
Global Wealth Management Investment Advisory
Florida
$5.3M +$347K +6,691 +7%
RJA
41
Raymond James & Associates
Florida
$5.21M +$319K +6,159 +7%
EVM
42
Eaton Vance Management
Massachusetts
$5.2M -$51.8K -1,000 -1%
MHR
43
Matthew Hamilton Rosenberg
$5.02M +$1.65M +31,867 +49%
BlackRock
44
BlackRock
New York
$5.01M -$38.7M -745,947 -89%
FRBONY
45
Federal Reserve Bank of New York
New York
$4.98M -$38.7M -745,947 -89%
BWM
46
Bulltick Wealth Management
Florida
$4.85M
MM
47
Main Management
California
$4.24M -$1.79M -34,486 -30%
MGIA
48
Matthew Goff Investment Advisor
Texas
$4.12M -$827K -15,948 -17%
CAN
49
Cetera Advisor Networks
California
$4.1M +$4.1M +79,110 New
LTI
50
Laffer Tengler Investments
Tennessee
$3.94M +$154K +2,963 +4%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.