We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$6.04M +$351K +6,924 +6%
BlackRock
52
BlackRock
New York
$5.72M +$5.58M +110,024 +3,311%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$5.69M -$3M -59,241 -34%
AssetMark Inc
54
AssetMark Inc
California
$5.5M +$4.82M +95,052 +686%
PS
55
Principal Securities
Iowa
$5.43M +$68K +1,342 +1%
WA
56
Waverly Advisors
Alabama
$5.39M +$169K +3,326 +3%
Lido Advisors
57
Lido Advisors
California
$5.25M +$38.5K +760 +0.7%
SA
58
Sanctuary Advisors
Indiana
$5.24M +$837K +16,506 +19%
RWA
59
River Wealth Advisors
Pennsylvania
$5.21M -$252K -4,965 -5%
HIIFS
60
Harel Insurance Investments & Financial Services
Israel
$5.18M +$140K +2,770 +3%
JSL
61
JT Stratford LLC
Georgia
$5.11M +$44.1K +869 +0.9%
QCM
62
Quantinno Capital Management
New York
$5.09M +$320K +6,315 +7%
KCM
63
Kathmere Capital Management
Pennsylvania
$5.06M +$324K +6,386 +7%
DF
64
DecisionPoint Financial
Arizona
$4.86M +$135K +2,660 +3%
MHR
65
Matthew Hamilton Rosenberg
$4.49M -$50.8K -1,002 -1%
TIAA Trust, National Association
66
TIAA Trust, National Association
North Carolina
$4.24M -$9.95M -196,224 -70%
FCIM
67
Fairview Capital Investment Management
California
$4.09M
TRIA
68
Trail Ridge Investment Advisors
Colorado
$4.04M -$20.6K -407 -0.5%
BAM
69
Belpointe Asset Management
Nevada
$3.89M +$645K +12,721 +20%
TFP
70
Townsend Financial Planning
Kentucky
$3.61M +$192K +3,779 +6%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$3.6M -$770K -15,192 -18%
Osaic Holdings
72
Osaic Holdings
Arizona
$3.51M -$888K -17,524 -20%
Jane Street
73
Jane Street
New York
$3.47M +$3.1M +61,118 +810%
JWM
74
JGP Wealth Management
Oregon
$3.06M +$234K +4,621 +8%
RIM
75
Rockbridge Investment Management
New York
$3.05M -$26.2K -516 -0.8%