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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
26
River Wealth Advisors
Pennsylvania
$12.4M +$1.08M +20,870 +10%
COCM
27
Charter Oak Capital Management
New Hampshire
$10.8M +$637K +12,302 +6%
MFM
28
MD Financial Management
Ontario, Canada
$10.7M +$437K +8,438 +4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$10.6M -$407K -7,865 -4%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$9.82M +$68.5K +1,323 +0.7%
DAS
31
Dynamic Advisor Solutions
Arizona
$9.56M +$1.35M +26,143 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$9.46M +$1.37M +26,402 +17%
PWW
33
Pettyjohn Wood & White
Virginia
$9.11M +$219K +4,224 +2%
Wells Fargo
34
Wells Fargo
California
$9.1M +$448K +8,652 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.67M +$337K +6,516 +4%
LI
36
LVZ Inc
Michigan
$8.45M +$6.2M +119,712 +274%
CS
37
Credit Suisse
Switzerland
$8.09M +$4.74M +91,500 +141%
MHR
38
Matthew Hamilton Rosenberg
$8M +$2.99M +57,827 +60%
WFM
39
Wolff Financial Management
Michigan
$7.5M +$7.51M +145,035 New
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.42M +$205K +3,962 +3%
BBHBI
41
B, B, H, & B Inc
Alabama
$7.33M +$537K +10,374 +8%
DI
42
DAGCO Inc
Ohio
$6.67M +$875K +16,894 +15%
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$6.1M +$818K +15,797 +15%
CI
44
Conning Inc
Connecticut
$5.97M +$5.98M +115,483 New
FCIM
45
Fairview Capital Investment Management
California
$5.79M -$126K -2,430 -2%
HCM
46
HMS Capital Management
Tennessee
$5.26M +$2.69M +51,892 +104%
EVM
47
Eaton Vance Management
Massachusetts
$5.04M -$150K -2,900 -3%
RJA
48
Raymond James & Associates
Florida
$4.98M -$216K -4,172 -4%
BWM
49
Bulltick Wealth Management
Florida
$4.84M
SPC
50
Sigma Planning Corp
Michigan
$4.73M +$812K +15,675 +21%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.