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iShares 0-5 Year Investment Grade Corporate Bond ETF

119 hedge funds and large institutions have $475M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $472M → $475M (+$2.62M)

0% more funds holding

Funds holding: 119119 (0)

3.08% less ownership

Funds ownership: 31.53%28.45% (-3.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.19%
New
22
Increased
56
Reduced
27
Closed
21
Calls
$104K
Puts
Net Calls
+$104K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.27M +$1.26M +25,215 New
JP Morgan Chase
52
JP Morgan Chase
New York
$1.22M +$670K +13,413 +124%
PVH
53
Psagot Value Holdings
Israel
$1.15M +$57.9K +1,158 +5%
IP
54
Intellectus Partners
California
$1.15M +$1.14M +22,753 New
TPCM
55
Three Peaks Capital Management
Colorado
$1.11M +$1.1M +22,005 New
CFGS
56
Concourse Financial Group Securities
Alabama
$1.09M +$345K +6,905 +47%
BWA
57
BDO Wealth Advisors
Florida
$1.02M
EWF
58
Epstein & White Financial
California
$1M -$8.11M -162,318 -89%
RCAG
59
Rehmann Capital Advisory Group
Michigan
$973K +$964K +19,279 New
CNB
60
Camden National Bank
Maine
$837K +$115K +2,307 +16%
Allianz Asset Management
61
Allianz Asset Management
Germany
$825K +$320K +6,405 +64%
WFM
62
Wolff Financial Management
Michigan
$821K +$305K +6,098 +60%
MCM
63
Monument Capital Management
Virginia
$820K +$190K +3,810 +31%
PAG
64
Private Advisor Group
New Jersey
$802K -$424K -8,476 -35%
MML Investors Services
65
MML Investors Services
Massachusetts
$754K +$172K +3,433 +30%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$744K +$5.4K +108 +0.7%
TA
67
Townsend & Associates
Colorado
$706K +$34.5K +691 +5%
Goldman Sachs
68
Goldman Sachs
New York
$684K -$22.1K -442 -3%
DIA
69
Dana Investment Advisors
Wisconsin
$683K +$676K +13,533 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$632K -$491K -9,828 -44%
BIA
71
Biondo Investment Advisors
Pennsylvania
$591K +$79K +1,580 +16%
Citadel Advisors
72
Citadel Advisors
Florida
$581K +$575K +11,509 New
APA
73
American Portfolios Advisors
New York
$507K -$2.6K -52 -0.5%
CAM
74
Cidel Asset Management
Ontario, Canada
$491K +$487K +9,737 New
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$475K +$202K +4,032 +75%

SLQD Hedge Fund Activity: Q1 2019 in Review

119 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2019, worth a combined $475M — up 0.55% from $472M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SLQD positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $9.37M. The largest seller was Fiduciary Trust International of Pennsylvania, cutting an estimated $25.9M.

  • 119 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $475M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 0.55% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 21 closed out, a net change of +1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $9.37M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2019.