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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$6.12M -$369K -7,387 -6%
NA
52
NewEdge Advisors
Louisiana
$5.53M +$824K +16,490 +18%
DF
53
DecisionPoint Financial
Arizona
$5.29M -$229K -4,576 -4%
MHR
54
Matthew Hamilton Rosenberg
$5.24M -$60.2K -1,205 -1%
WA
55
Waverly Advisors
Alabama
$5.22M +$23.9K +478 +0.5%
PAG
56
Private Advisor Group
New Jersey
$5.16M -$168K -3,355 -3%
WWM
57
Whalen Wealth Management
Nevada
$4.94M +$865K +17,310 +21%
Wells Fargo
58
Wells Fargo
California
$4.74M -$148K -2,971 -3%
COCM
59
Charter Oak Capital Management
New Hampshire
$4.53M -$398K -7,970 -8%
Citadel Advisors
60
Citadel Advisors
Florida
$4.39M +$4.36M +87,278 New
FCIM
61
Fairview Capital Investment Management
California
$4.04M -$92.4K -1,850 -2%
Jane Street
62
Jane Street
New York
$4.01M +$3.37M +67,430 +545%
SA
63
Sanctuary Advisors
Indiana
$4M -$66.1K -1,323 -2%
PS
64
Principal Securities
Iowa
$3.97M
LSIA
65
LaSalle St. Investment Advisors
Illinois
$3.95M +$3.93M +78,548 New
AI
66
Atria Investments
North Carolina
$3.9M -$2.61M -52,207 -40%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$3.83M -$257K -5,144 -6%
TRIA
68
Trail Ridge Investment Advisors
Colorado
$3.79M -$346K -6,929 -8%
BAM
69
Belpointe Asset Management
Nevada
$3.74M +$3.72M +74,350 New
OO
70
Obsido Oy
$3.39M +$95.2K +1,906 +3%
RIM
71
Rockbridge Investment Management
New York
$3.12M -$130K -2,610 -4%
Goldman Sachs
72
Goldman Sachs
New York
$3.01M +$7.15K +143 +0.2%
FWM
73
Fonville Wealth Management
Virginia
$2.67M +$304K +6,091 +13%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$2.65M +$1.08M +21,665 +70%
SNWA
75
Siligmueller & Norvid Wealth Advisors
Illinois
$2.64M -$8.79K -176 -0.3%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.