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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95M -$310K -6,185 -5%
Financial Engines Advisors
52
Financial Engines Advisors
California
$5.8M -$355K -7,073 -6%
WA
53
Waverly Advisors
Alabama
$5.21M -$36.4K -725 -0.7%
PAG
54
Private Advisor Group
New Jersey
$5.17M -$14.7K -292 -0.3%
DF
55
DecisionPoint Financial
Arizona
$5.16M -$136K -2,719 -3%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$5.04M -$4.34M -86,548 -46%
Lido Advisors
57
Lido Advisors
California
$5M -$8.79M -175,165 -64%
PS
58
Principal Securities
Iowa
$4.84M +$793K +15,808 +20%
MHR
59
Matthew Hamilton Rosenberg
$4.73M -$537K -10,695 -10%
WWM
60
Whalen Wealth Management
Nevada
$4.59M -$380K -7,574 -8%
COCM
61
Charter Oak Capital Management
New Hampshire
$4.17M -$382K -7,615 -8%
FCIM
62
Fairview Capital Investment Management
California
$4.06M
Jones Financial Companies
63
Jones Financial Companies
Missouri
$4.01M +$1.33M +26,581 +50%
SA
64
Sanctuary Advisors
Indiana
$3.99M -$30K -598 -0.8%
AI
65
Atria Investments
North Carolina
$3.89M -$30.2K -602 -0.8%
BAM
66
Belpointe Asset Management
Nevada
$3.87M +$109K +2,169 +3%
TRIA
67
Trail Ridge Investment Advisors
Colorado
$3.8M -$8.38K -167 -0.2%
Citadel Advisors
68
Citadel Advisors
Florida
$3.62M -$786K -15,662 -18%
OO
69
Obsido Oy
$3.39M -$23.5K -469 -0.7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$3.3M +$720K +14,352 +28%
RIM
71
Rockbridge Investment Management
New York
$3.14M +$853 +17 +0%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.13M -$719K -14,323 -19%
Goldman Sachs
73
Goldman Sachs
New York
$3.03M -$7.18K -143 -0.2%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$2.61M +$621K +12,377 +31%
TPW
75
Turn8 Private Wealth
$2.51M +$178K +3,550 +8%

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.