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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Alterna Wealth Management
Texas
$5.62M +$767K +15,365 +16%
DF
52
DecisionPoint Financial
Arizona
$5.5M -$55.1K -1,104 -1%
MHR
53
Matthew Hamilton Rosenberg
$5.43M +$760K +15,238 +16%
NA
54
NewEdge Advisors
Louisiana
$5.22M +$586K +11,756 +13%
COCM
55
Charter Oak Capital Management
New Hampshire
$5.17M -$135K -2,700 -3%
PAG
56
Private Advisor Group
New Jersey
$5.17M +$264K +5,300 +5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.8M +$39.3K +788 +0.8%
WA
58
Waverly Advisors
Alabama
$4.79M -$3.45M -69,235 -42%
SC
59
Sierra Capital
Florida
$4.71M -$1.16M -23,335 -20%
RJA
60
Raymond James & Associates
Florida
$4.69M -$28.7K -576 -0.6%
FCIM
61
Fairview Capital Investment Management
California
$4.13M -$177K -3,550 -4%
IIA
62
IPG Investment Advisors
California
$4.11M +$42.9K +860 +1%
TRIA
63
Trail Ridge Investment Advisors
Colorado
$4.02M +$279K +5,593 +7%
PS
64
Principal Securities
Iowa
$3.8M -$35.9K -720 -0.9%
Jane Street
65
Jane Street
New York
$3.76M -$3.62M -72,619 -49%
AssetMark Inc
66
AssetMark Inc
California
$3.52M +$1.38M +27,624 +65%
P
67
Pitcairn
Pennsylvania
$3.51M +$3.47M +69,603 New
IFS
68
Ifrah Financial Services
Arkansas
$3.46M +$109K +2,181 +3%
PP
69
PrairieView Partners
Minnesota
$3.43M -$550K -11,029 -14%
PA
70
Probity Advisors
Texas
$3.43M -$1.67M -33,504 -33%
RIM
71
Rockbridge Investment Management
New York
$3.38M -$503K -10,082 -13%
Goldman Sachs
72
Goldman Sachs
New York
$3.34M +$319K +6,399 +11%
SWP
73
Stratos Wealth Partners
Ohio
$2.83M +$167K +3,353 +6%
WWM
74
Whalen Wealth Management
Nevada
$2.51M -$332K -6,657 -12%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18M -$63.9K -1,281 -3%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.