iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
68 hedge funds and large institutions have $306M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 11 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
227% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 11
45% more capital invested
Capital invested by funds: $211M → $306M (+$94.9M)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
8.55% more ownership
Funds ownership: 45.94% → 54.49% (+8.6%)
3% more funds holding
Funds holding: 66 → 68 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$48.8M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$11.4M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$9.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.45M |
| 5 |
AssetMark Inc
Concord,
California
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.69M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$1.82M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.74M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$1.07M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$988K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$20K | -400 | Closed |
|
|
VWA
77
V Wealth Advisors
Overland Park,
Kansas
| – | -$6K | -120 | Closed |
|
|
NFG
78
Next Financial Group
Houston,
Texas
| – | -$2K | -37 | Closed |
|
79
SEI Investments
Oaks,
Pennsylvania
| – | -$607 | -12 | -86% |
|
SLQD Hedge Fund Activity: Q3 2017 in Review
68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2017, worth a combined $306M — up 45% from $211M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SLQD positions and 11 closed out — a net gain of 3 holders — while 36 added to existing stakes and 11 trimmed.
The largest buyer was Fiduciary Trust International of Pennsylvania, adding an estimated $48.8M. The largest seller was Jane Street, exiting entirely with an estimated $3.69M sold.
- 68 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2017, up from 66 in Q2 2017.
- Funds reported $306M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 45% quarter-over-quarter.
- 14 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 11 closed out, a net change of +3 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was Fiduciary Trust International of Pennsylvania, an estimated $48.8M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Jane Street, an estimated $3.69M sold.
Based on aggregated 13F filings for Q3 2017.