iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
58 hedge funds and large institutions have $144M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
460% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 5
58% more capital invested
Capital invested by funds: $91.5M → $144M (+$53M)
35% more funds holding
Funds holding: 43 → 58 (+15)
23.74% more ownership
Funds ownership: 41.4% → 65.14% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 3 |
Morgan Stanley
New York
|
+$3.46M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$2.87M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$845K |
| 3 |
LPL Financial
San Diego,
California
|
-$200K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$46.8K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $30K | – | – | – |
|
|
LTFS
52
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | -$46.8K | -930 | -69% |
|
|
ADL
53
Asset Dedication LLC
San Francisco,
California
| $12K | +$12K | +239 | New |
|
|
WA
54
WFG Advisors
Dallas,
Texas
| $10K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $10K | +$5.03K | +100 | +100% |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $5K | +$5.03K | +100 | New |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| $4K | +$4.03K | +80 | New |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.37K | +47 | New |
|
|
59
AllianceBernstein
Nashville,
Tennessee
| – | -$845K | -16,843 | Closed |
|
|
IWA
60
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$28K | -556 | Closed |
|
|
CAW
61
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$2K | -45 | Closed |
|
SLQD Hedge Fund Activity: Q1 2017 in Review
58 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2017, worth a combined $144M — up 58% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SLQD positions and 3 closed out — a net gain of 16 holders — while 28 added to existing stakes and 5 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was Estate Counselors, cutting an estimated $2.87M.
- 58 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2017, up from 43 in Q4 2016.
- Funds reported $144M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2017, up 58% quarter-over-quarter.
- 19 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2017 and 3 closed out, a net change of +16 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $17M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2017 was Estate Counselors, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2017.