iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
81 hedge funds and large institutions have $288M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
19% more funds holding
Funds holding: 68 → 81 (+13)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less capital invested
Capital invested by funds: $306M → $288M (-$18M)
6.92% less ownership
Funds ownership: 54.49% → 47.57% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
+$16.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.03M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.46M |
| 4 |
Morgan Stanley
New York
|
+$4.35M |
| 5 |
CHP
Cable Hill Partners
Portland,
Oregon
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$48.2M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$13.3M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$9.13M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.36M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGC
76
Financial Gravity Companies
Lakeway,
Texas
| $20K | +$20.4K | +404 | New |
|
|
AIM
77
Anchor Investment Management
Columbia,
South Carolina
| $12.1K | +$12.1K | +240 | New |
|
|
IA
78
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
PA
79
Parallel Advisors
San Francisco,
California
| $4K | – | – | – |
|
|
AWM
80
Avondale Wealth Management
West Lake Hills,
Texas
| $4K | +$3.83K | +76 | New |
|
|
BFEC
81
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$2.77K | +55 | New |
|
|
82
CIBC World Market
Toronto,
Ontario, Canada
| – | -$2.36M | -46,630 | Closed |
|
|
BAM
83
Belpointe Asset Management
Reno,
Nevada
| – | -$258K | -5,100 | Closed |
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$230K | -4,547 | Closed |
|
|
GWCM
85
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| – | -$202K | -4,000 | Closed |
|
|
BF
86
BOK Financial
Tulsa,
Oklahoma
| – | -$51K | -1,005 | Closed |
|
SLQD Hedge Fund Activity: Q4 2017 in Review
81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2017, worth a combined $288M — down 5.9% from $306M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SLQD positions and 6 closed out — a net gain of 13 holders — while 36 added to existing stakes and 19 trimmed.
The largest buyer was Mandatum Life Insurance Company, adding an estimated $16.4M. The largest seller was Fiduciary Trust International of Pennsylvania, cutting an estimated $48.2M.
- 81 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2017, up from 68 in Q3 2017.
- Funds reported $288M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2017, down 5.9% quarter-over-quarter.
- 19 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 6 closed out, a net change of +13 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Mandatum Life Insurance Company, an estimated $16.4M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was Fiduciary Trust International of Pennsylvania, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2017.