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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
EIC
51
Equity Investment Corp
Georgia
$4.56M +$764K +14,760 +20%
CAN
52
Cetera Advisor Networks
California
$4.24M +$147K +2,834 +4%
MML Investors Services
53
MML Investors Services
Massachusetts
$3.96M +$135K +2,606 +4%
AMM
54
American Money Management
California
$3.73M +$3.74M +72,272 New
CFGS
55
Concourse Financial Group Securities
Alabama
$3.53M +$53.5K +1,034 +2%
LTI
56
Laffer Tengler Investments
Tennessee
$3.52M -$410K -7,908 -10%
TA
57
Townsend & Associates
Colorado
$3.44M +$695K +13,415 +25%
AFAS
58
Acorn Financial Advisory Services
Virginia
$3.27M +$74.9K +1,446 +2%
MM
59
Main Management
California
$3.03M -$1.2M -23,093 -28%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$3M -$279K -5,382 -8%
AssetMark Inc
61
AssetMark Inc
California
$2.91M -$187K -3,613 -6%
RIM
62
Rockbridge Investment Management
New York
$2.77M -$11.3K -218 -0.4%
LAS
63
Lloyd Advisory Services
Georgia
$2.71M -$46.1K -891 -2%
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$2.67M -$397K -7,658 -13%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$2.42M +$130K +2,511 +6%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.35M -$1.25M -24,198 -35%
EPP
67
ETF Portfolio Partners
Kansas
$2.35M +$1M +19,312 +74%
BRWM
68
B. Riley Wealth Management
Tennessee
$2.33M +$404K +7,800 +21%
PAG
69
Private Advisor Group
New Jersey
$2.31M +$1.07M +20,579 +85%
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$2.12M +$231K +4,460 +12%
CFO
71
Collective Family Office
Pennsylvania
$2.11M -$858K -16,568 -29%
OMC
72
Old Mission Capital
Illinois
$1.95M +$864K +16,680 +79%
SFO
73
Stokes Family Office
Louisiana
$1.77M -$114K -2,196 -6%
AA
74
Argent Advisors
Louisiana
$1.76M +$103K +1,984 +6%
SRC
75
Shufro Rose & Co
New York
$1.71M +$117K +2,256 +7%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.