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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$11.2M -$4.33M -88,330 -28%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$11.1M
HighTower Advisors
28
HighTower Advisors
Illinois
$10.7M -$661K -13,487 -6%
Stifel Financial
29
Stifel Financial
Missouri
$10.4M +$638K +13,003 +7%
SC
30
Scotia Capital
Ontario, Canada
$10.2M +$1.15M +23,360 +13%
Lido Advisors
31
Lido Advisors
California
$10.1M +$4.56M +93,011 +83%
CTA
32
Colonial Trust Advisors
South Carolina
$9.92M +$444K +9,062 +5%
AAS
33
Avantax Advisory Services
Texas
$9.22M +$4.42M +90,155 +93%
CBC
34
Coombe, Bender & Co
New York
$8.48M +$1.06M +21,514 +14%
Macquarie Group
35
Macquarie Group
Australia
$8.47M +$6.26M +127,631 +288%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$8.25M -$5.8M -118,179 -41%
WA
37
Waverly Advisors
Alabama
$8.09M +$436K +8,894 +6%
IIA
38
Integral Investment Advisors
California
$7.94M +$889K +18,121 +13%
MYLI
39
Meiji Yasuda Life Insurance
Japan
$7.7M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$7.61M +$7.58M +154,466 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.41M -$228K -4,650 -3%
Jane Street
42
Jane Street
New York
$7.25M +$6.99M +142,422 +2,968%
SC
43
Saiph Capital
New Jersey
$7.04M +$63.7K +1,299 +0.9%
Wells Fargo
44
Wells Fargo
California
$7.03M +$204K +4,155 +3%
AI
45
Atria Investments
North Carolina
$6.76M +$529K +10,794 +9%
SA
46
Sanctuary Advisors
Indiana
$6.54M +$6.56M +133,848 New
Financial Engines Advisors
47
Financial Engines Advisors
California
$6.53M -$56.6K -1,154 -0.9%
CT
48
Colonial Trust
South Carolina
$6.46M +$701K +14,291 +12%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.13M -$72.3K -1,475 -1%
SC
50
Sierra Capital
Florida
$5.75M +$576K +11,735 +11%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.