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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
51
DecisionPoint Financial
Arizona
$5.48M +$374K +7,629 +7%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.42M +$77.9K +1,589 +1%
COCM
53
Charter Oak Capital Management
New Hampshire
$5.18M -$182K -3,704 -3%
PA
54
Probity Advisors
Texas
$5M -$2.23M -45,408 -31%
PAG
55
Private Advisor Group
New Jersey
$4.78M +$66.8K +1,361 +1%
AWM
56
Alterna Wealth Management
Texas
$4.73M +$1.88M +38,269 +66%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.65M -$321K -6,549 -6%
RJA
58
Raymond James & Associates
Florida
$4.61M +$479K +9,770 +12%
MHR
59
Matthew Hamilton Rosenberg
$4.54M -$1.21M -24,663 -21%
NA
60
NewEdge Advisors
Louisiana
$4.52M +$3.93M +80,098 +683%
WC
61
Waterloo Capital
Texas
$4.52M +$3.48M +70,931 +341%
SF
62
Summit Financial
New Jersey
$4.46M -$83.4K -1,700 -2%
FCIM
63
Fairview Capital Investment Management
California
$4.21M -$286K -5,824 -6%
IIA
64
IPG Investment Advisors
California
$3.97M +$142K +2,892 +4%
PP
65
PrairieView Partners
Minnesota
$3.9M +$60.4K +1,232 +2%
RIM
66
Rockbridge Investment Management
New York
$3.8M -$25.1K -511 -0.7%
PS
67
Principal Securities
Iowa
$3.74M +$279K +5,685 +8%
TRIA
68
Trail Ridge Investment Advisors
Colorado
$3.69M +$62.9K +1,282 +2%
IFS
69
Ifrah Financial Services
Arkansas
$3.27M +$87.3K +1,779 +3%
Goldman Sachs
70
Goldman Sachs
New York
$2.94M -$47.2K -963 -2%
WWM
71
Whalen Wealth Management
Nevada
$2.78M +$2.77M +56,404 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.74M +$141K +2,884 +5%
SWP
73
Stratos Wealth Partners
Ohio
$2.6M -$53.8K -1,096 -2%
IAIM
74
International Assets Investment Management
Florida
$2.28M +$171K +3,484 +8%
JP Morgan Chase
75
JP Morgan Chase
New York
$2.27M +$92.5K +1,887 +4%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.