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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$3.93M +$349K +6,732 +10%
MML Investors Services
52
MML Investors Services
Massachusetts
$3.84M +$785K +15,141 +26%
EIC
53
Equity Investment Corp
Georgia
$3.81M +$86.8K +1,675 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.61M -$939K -18,110 -21%
CFGS
55
Concourse Financial Group Securities
Alabama
$3.48M +$304K +5,859 +10%
CS
56
Credit Suisse
Switzerland
$3.37M +$3.37M +65,000 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$3.29M -$586K -11,295 -15%
SI
58
Stephens Inc
Arkansas
$3.24M +$3.24M +62,566 New
AFAS
59
Acorn Financial Advisory Services
Virginia
$3.21M +$3.2M +61,734 New
AssetMark Inc
60
AssetMark Inc
California
$3.1M -$221K -4,262 -7%
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$3.08M -$1.32M -25,453 -30%
CFO
62
Collective Family Office
Pennsylvania
$2.98M -$950K -18,323 -24%
Goldman Sachs
63
Goldman Sachs
New York
$2.96M +$2.05M +39,448 +224%
RIM
64
Rockbridge Investment Management
New York
$2.79M +$22K +424 +0.8%
TA
65
Townsend & Associates
Colorado
$2.77M +$54.1K +1,043 +2%
LAS
66
Lloyd Advisory Services
Georgia
$2.76M -$1.17M -22,543 -30%
HCM
67
HMS Capital Management
Tennessee
$2.58M +$329K +6,338 +15%
5L
68
55I LLC
Massachusetts
$2.34M +$1.68M +32,407 +255%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.3M +$111K +2,137 +5%
LI
70
LVZ Inc
Michigan
$2.27M -$3.23M -62,387 -59%
Renaissance Technologies
71
Renaissance Technologies
New York
$2.23M +$1.9M +36,714 +579%
BRWM
72
B. Riley Wealth Management
Tennessee
$1.93M -$107K -2,057 -5%
Truist Financial
73
Truist Financial
North Carolina
$1.93M -$1.04M -19,996 -35%
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$1.9M +$385K +7,417 +25%
ASN
75
Advisory Services Network
Georgia
$1.89M +$53.2K +1,027 +3%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.