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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8%63.68% (+2.9%)

1% less funds holding

Funds holding: 245242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
River Wealth Advisors
Pennsylvania
$5.89M -$264K -5,218 -4%
AssetMark Inc
52
AssetMark Inc
California
$5.55M -$817K -16,141 -13%
PAG
53
Private Advisor Group
New Jersey
$5.52M +$319K +6,299 +6%
Osaic Holdings
54
Osaic Holdings
Arizona
$5.5M -$2.11M -41,790 -28%
WA
55
Waverly Advisors
Alabama
$5.25M +$10.9K +215 +0.2%
Lido Advisors
56
Lido Advisors
California
$5.24M +$222K +4,397 +4%
JSL
57
JT Stratford LLC
Georgia
$5.23M +$5.2M +102,816 New
PS
58
Principal Securities
Iowa
$5.08M +$223K +4,408 +5%
HIIFS
59
Harel Insurance Investments & Financial Services
Israel
$5.05M -$17.6K -347 -0.3%
QCM
60
Quantinno Capital Management
New York
$5.01M +$4.99M +98,579 New
KCM
61
Kathmere Capital Management
Pennsylvania
$4.97M +$4.95M +97,860 New
DF
62
DecisionPoint Financial
Arizona
$4.92M -$273K -5,395 -5%
MHR
63
Matthew Hamilton Rosenberg
$4.75M -$5.36K -106 -0.1%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$4.64M +$2.23M +44,030 +93%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$4.55M +$1.23M +24,250 +37%
Invesco
66
Invesco
Georgia
$4.36M +$4.34M +85,690 New
SA
67
Sanctuary Advisors
Indiana
$4.27M +$261K +5,167 +7%
COCM
68
Charter Oak Capital Management
New Hampshire
$4.18M -$8.91K -176 -0.2%
Citadel Advisors
69
Citadel Advisors
Florida
$4.14M +$494K +9,763 +14%
FCIM
70
Fairview Capital Investment Management
California
$4.12M +$43K +850 +1%
BAM
71
Belpointe Asset Management
Nevada
$4.02M +$127K +2,513 +3%
TRIA
72
Trail Ridge Investment Advisors
Colorado
$3.86M +$40.6K +802 +1%
TRCT
73
Tower Research Capital (TRC)
New York
$3.44M +$3.17M +62,570 +1,233%
Loomis, Sayles & Company
74
Loomis, Sayles & Company
Massachusetts
$3.41M +$3.39M +67,000 New
Goldman Sachs
75
Goldman Sachs
New York
$3.4M +$363K +7,167 +12%

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.