We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$12.5M +$398K +7,977 +3%
PCIG
27
Partners Capital Investment Group
Massachusetts
$11.8M +$30.2K +606 +0.3%
SC
28
Scotia Capital
Ontario, Canada
$11.7M +$1.32M +26,418 +13%
HIIFS
29
Harel Insurance Investments & Financial Services
Israel
$11.6M +$211K +4,229 +2%
CTA
30
Colonial Trust Advisors
South Carolina
$11.2M +$1.03M +20,571 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$11M +$49K +983 +0.5%
Stifel Financial
32
Stifel Financial
Missouri
$10.8M +$133K +2,671 +1%
Invesco
33
Invesco
Georgia
$9.59M +$9.49M +190,250 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$9.34M -$4.41M -88,402 -32%
IIA
35
Integral Investment Advisors
California
$9.03M +$885K +17,736 +11%
WC
36
Waterloo Capital
Texas
$8.78M +$4.11M +82,354 +90%
Macquarie Group
37
Macquarie Group
Australia
$8.67M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8.47M +$22.1K +443 +0.3%
AAS
39
Avantax Advisory Services
Texas
$8.37M -$1.07M -21,351 -11%
Wells Fargo
40
Wells Fargo
California
$7.85M +$643K +12,898 +9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.38M -$202K -4,048 -3%
CT
42
Colonial Trust
South Carolina
$7.17M +$550K +11,028 +8%
SC
43
Saiph Capital
New Jersey
$7.14M -$70.2K -1,407 -1%
JP Morgan Chase
44
JP Morgan Chase
New York
$7.05M +$4.67M +93,666 +203%
SF
45
Summit Financial
New Jersey
$6.93M +$2.34M +46,991 +52%
Financial Engines Advisors
46
Financial Engines Advisors
California
$6.69M +$748 +15 +0%
AI
47
Atria Investments
North Carolina
$6.68M -$233K -4,670 -3%
SA
48
Sanctuary Advisors
Indiana
$6.35M -$315K -6,312 -5%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.13M -$148K -2,962 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$5.72M +$166K +3,332 +3%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.