We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
51
DecisionPoint Financial
Arizona
$4.99M -$230K -4,764 -4%
SF
52
Summit Financial
New Jersey
$4.92M +$4.27M +88,389 +644%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$4.85M +$5.13K +106 +0.1%
RJA
54
Raymond James & Associates
Florida
$4.69M +$61.4K +1,270 +1%
SFG
55
StrategIQ Financial Group
Indiana
$4.69M -$145 -3 -0%
AWS
56
Atria Wealth Solutions
New York
$4.45M +$3.57M +73,804 +400%
CT
57
Colonial Trust
South Carolina
$4.35M +$303K +6,265 +7%
AAS
58
Avantax Advisory Services
Texas
$4.2M -$1.64M -33,903 -28%
BCG
59
Breakwater Capital Group
New Jersey
$4.17M +$131K +2,716 +3%
SC
60
Scotia Capital
Ontario, Canada
$4.07M +$581K +12,011 +17%
FCIM
61
Fairview Capital Investment Management
California
$4.01M -$73.7K -1,525 -2%
OCM
62
One Capital Management
California
$3.75M +$59.3K +1,226 +2%
RIM
63
Rockbridge Investment Management
New York
$3.63M +$55.3K +1,144 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$3.63M +$3.2M +66,104 +726%
Lido Advisors
65
Lido Advisors
California
$3.56M +$886K +18,330 +33%
SC
66
Sierra Capital
Florida
$3.48M +$371K +7,678 +12%
CBC
67
Coombe, Bender & Co
New York
$3.22M +$362K +7,492 +13%
Goldman Sachs
68
Goldman Sachs
New York
$3.18M -$7.03M -145,371 -69%
CFGS
69
Concourse Financial Group Securities
Alabama
$3.15M -$3.72K -77 -0.1%
AI
70
Atria Investments
North Carolina
$3M +$3.01M +62,150 New
OMC
71
Old Mission Capital
Illinois
$2.99M +$2.58M +53,436 +621%
IFS
72
Ifrah Financial Services
Arkansas
$2.93M +$78K +1,613 +3%
GLR
73
Great Lakes Retirement
Ohio
$2.88M -$208K -4,307 -7%
PP
74
PrairieView Partners
Minnesota
$2.83M +$137K +2,842 +5%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2.56M -$411K -8,503 -14%
1 2
3
4 5

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.