SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

182 hedge funds and large institutions have $814M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
26
Increased
87
Reduced
39
Closed
11
Calls
$184K
Puts
$384K
Net Calls
-$200K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
51
FMA Advisory
Pennsylvania
$3.57M +$1.18M +22,661 +49%
AWM
52
AE Wealth Management
Kansas
$3.5M +$157K +3,014 +5%
MM
53
Main Management
California
$3.45M +$3.45M +66,203 New
SL
54
Systelligence LLC
Minnesota
$3.27M +$62.6K +1,202 +2%
CFGS
55
Concourse Financial Group Securities
Alabama
$3.07M +$113K +2,165 +4%
LTI
56
Laffer Tengler Investments
Tennessee
$2.97M +$2.28M +43,801 +332%
Jane Street
57
Jane Street
New York
$2.91M -$3.26M -62,587 -53%
RIM
58
Rockbridge Investment Management
New York
$2.85M -$134K -2,566 -4%
Truist Financial
59
Truist Financial
North Carolina
$2.82M +$132K +2,533 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$2.74M +$230K +4,389 +9%
AssetMark Inc
61
AssetMark Inc
California
$2.62M +$92.5K +1,774 +4%
TIM
62
Tortoise Investment Management
New York
$2.35M -$443K -8,500 -16%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.11M +$603K +11,566 +40%
DAS
64
Dynamic Advisor Solutions
Arizona
$1.95M +$485K +9,301 +33%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$1.88M +$117K +2,243 +7%
ASN
66
Advisory Services Network
Georgia
$1.78M +$71.4K +1,371 +4%
EPP
67
ETF Portfolio Partners
Kansas
$1.76M +$82.7K +1,587 +5%
AFAS
68
Acorn Financial Advisory Services
Virginia
$1.6M +$924K +17,712 +136%
TA
69
Townsend & Associates
Colorado
$1.59M +$401K +7,703 +34%
MFG
70
MidWestOne Financial Group
Iowa
$1.54M +$1.54M +29,521 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.47M +$442K +8,480 +43%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.44M +$1.44M +27,603 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$1.4M -$7.76K -149 -0.6%
MHR
74
Matthew Hamilton Rosenberg
$1.34M +$304K +5,839 +29%
ACM
75
Advisors Capital Management
New Jersey
$1.31M +$79.8K +1,531 +6%