SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

232 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.7%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
24
Increased
71
Reduced
92
Closed
18
Calls
$70.2M
Puts
$90K
Net Calls
+$70.1M
Net Calls Change
-$9.75M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$11.9M
4
Jane Street
4
Jane Street
New York
$5.72M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Bank of America
2
Bank of America
North Carolina
$45.4M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
IIA
4
Integral Investment Advisors
California
$6.38M
5
AssetMark Inc
5
AssetMark Inc
California
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
51
DecisionPoint Financial
Arizona
$4.96M -$3.36K -70 -0.1%
AAS
52
Avantax Advisory Services
Texas
$4.89M +$708K +14,749 +17%
DAS
53
Dynamic Advisor Solutions
Arizona
$4.82M -$664K -13,838 -12%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.82M -$12K -249 -0.2%
CT
55
Colonial Trust
South Carolina
$4.74M +$412K +8,588 +10%
SFG
56
StrategIQ Financial Group
Indiana
$4.74M +$74.7K +1,556 +2%
AWS
57
Atria Wealth Solutions
New York
$4.58M +$152K +3,168 +3%
BMM
58
Buffington Mohr McNeal
Idaho
$4.44M -$3.15M -65,706 -42%
RJA
59
Raymond James & Associates
Florida
$4.44M -$235K -4,896 -5%
FCIM
60
Fairview Capital Investment Management
California
$4.19M +$194K +4,050 +5%
SC
61
Scotia Capital
Ontario, Canada
$3.91M -$146K -3,048 -4%
CBC
62
Coombe, Bender & Co
New York
$3.65M +$444K +9,248 +14%
RIM
63
Rockbridge Investment Management
New York
$3.59M -$22.9K -478 -0.6%
Lido Advisors
64
Lido Advisors
California
$3.56M +$8.3K +173 +0.2%
SC
65
Sierra Capital
Florida
$3.48M +$19.1K +397 +0.6%
CFGS
66
Concourse Financial Group Securities
Alabama
$3.45M +$308K +6,416 +10%
Renaissance Technologies
67
Renaissance Technologies
New York
$3.24M +$3.24M +67,600 New
Goldman Sachs
68
Goldman Sachs
New York
$3.16M +$480 +10 +0%
AI
69
Atria Investments
North Carolina
$3.03M +$45.7K +952 +2%
IFS
70
Ifrah Financial Services
Arkansas
$2.96M +$44.2K +920 +2%
PP
71
PrairieView Partners
Minnesota
$2.62M -$203K -4,228 -7%
GLR
72
Great Lakes Retirement
Ohio
$2.6M -$263K -5,488 -9%
KAS
73
Kestra Advisory Services
Texas
$2.56M +$184K +3,827 +8%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.51M -$41.1K -855 -2%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$2.19M -$280K -5,828 -11%
1 2
3
4 5