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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
26
Aberdeen Group
United Kingdom
$14.7M
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$14.7M
CFD
28
Creative Financial Designs
Indiana
$14.1M +$1.8M +37,236 +14%
RWA
29
River Wealth Advisors
Pennsylvania
$13.2M +$965K +19,942 +8%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$12.8M +$194K +4,000 +1%
CNB
31
Camden National Bank
Maine
$12.7M -$618K -12,765 -5%
BMM
32
Buffington Mohr McNeal
Idaho
$12.5M -$2.38M -49,092 -16%
GWM
33
GDS Wealth Management
Texas
$11.9M +$290K +5,989 +2%
IIA
34
Integral Investment Advisors
California
$9.89M +$3.52M +72,677 +53%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$9.51M +$8.01M +165,390 +474%
NA
36
NewEdge Advisors
Louisiana
$8.73M +$1.72M +35,530 +24%
Financial Engines Advisors
37
Financial Engines Advisors
California
$8.72M +$706K +14,574 +9%
AssetMark Inc
38
AssetMark Inc
California
$8.71M +$1.08M +22,238 +14%
COCM
39
Charter Oak Capital Management
New Hampshire
$8.63M -$991K -20,466 -10%
Wells Fargo
40
Wells Fargo
California
$8.29M +$1.7M +35,102 +25%
MML Investors Services
41
MML Investors Services
Massachusetts
$8.08M +$3.57M +73,753 +76%
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$8.01M +$328K +6,773 +4%
SI
43
Stephens Inc
Arkansas
$7.54M -$1.61M -33,339 -17%
MYLI
44
Meiji Yasuda Life Insurance
Japan
$7.41M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$7.32M +$50.8K +1,050 +0.7%
WFM
46
Wolff Financial Management
Michigan
$7.11M +$486K +10,039 +7%
CTA
47
Colonial Trust Advisors
South Carolina
$6.53M +$6.67M +137,853 New
MHR
48
Matthew Hamilton Rosenberg
$6.1M -$181K -3,740 -3%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$5.57M -$358K -7,404 -6%
CAN
50
Cetera Advisor Networks
California
$5.5M -$34.2K -706 -0.6%

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.