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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$12.6M +$969K +19,394 +8%
Osaic Holdings
27
Osaic Holdings
Arizona
$12.5M +$2.29M +45,784 +22%
WC
28
Waterloo Capital
Texas
$11.9M +$1.8M +36,039 +18%
Stifel Financial
29
Stifel Financial
Missouri
$11.6M +$593K +11,876 +5%
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$11.4M -$1.74M -34,903 -13%
PCIG
31
Partners Capital Investment Group
Massachusetts
$11.3M +$1.38M +27,702 +14%
HighTower Advisors
32
HighTower Advisors
Illinois
$11.1M +$79K +1,580 +0.7%
IIA
33
Integral Investment Advisors
California
$10.8M +$777K +15,558 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$10.3M +$893K +17,862 +10%
AWS
35
Atria Wealth Solutions
New York
$10.3M +$9.63M +192,656 +1,507%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$9.48M +$76.5K +1,531 +0.8%
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$9.36M -$2.39M -47,913 -20%
JP Morgan Chase
38
JP Morgan Chase
New York
$8.96M +$2.21M +44,272 +33%
AWM
39
Alterna Wealth Management
Texas
$8.29M +$2.45M +49,105 +42%
CT
40
Colonial Trust
South Carolina
$8M +$467K +9,342 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$8M +$290K +5,808 +4%
IFS
42
Ifrah Financial Services
Arkansas
$7.5M +$362K +7,251 +5%
SC
43
Saiph Capital
New Jersey
$7.24M +$71.2K +1,424 +1%
SF
44
Summit Financial
New Jersey
$7.04M -$361K -7,225 -5%
RWA
45
River Wealth Advisors
Pennsylvania
$6.9M -$1.05M -20,998 -13%
SC
46
Sierra Capital
Florida
$6.71M -$63.2K -1,264 -0.9%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.64M +$451K +9,034 +7%
ECA
48
Elevation Capital Advisory
Oregon
$6.45M +$6.41M +128,326 New
AAS
49
Avantax Advisory Services
Texas
$6.32M -$593K -11,862 -9%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.23M -$373K -7,465 -6%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.