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iShares 0-5 Year Investment Grade Corporate Bond ETF

119 hedge funds and large institutions have $475M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $472M → $475M (+$2.62M)

0% more funds holding

Funds holding: 119119 (0)

3.08% less ownership

Funds ownership: 31.53%28.45% (-3.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.19%
New
22
Increased
56
Reduced
27
Closed
21
Calls
$104K
Puts
Net Calls
+$104K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$475K +$471K +9,415 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$469K +$89.8K +1,796 +24%
SIAM
78
Sterling Investment Advisors (Missouri)
Missouri
$406K +$2K +40 +0.5%
CCA
79
Clearwater Capital Advisors
Illinois
$403K -$14.9K -298 -4%
LTI
80
Laffer Tengler Investments
Tennessee
$389K -$16.4K -328 -4%
FWIA
81
Fort Washington Investment Advisors
Ohio
$381K +$377K +7,550 New
DC
82
Davenport & Co
Virginia
$374K +$56.1K +1,122 +18%
DP
83
Dearborn Partners
Illinois
$354K +$10K +200 +3%
LI
84
LVZ Inc
Michigan
$352K -$2.59M -51,911 -88%
UCFA
85
United Capital Financial Advisors
Texas
$347K -$4.7K -94 -1%
EIP
86
Ellis Investment Partners
Pennsylvania
$326K -$13.6K -273 -4%
FAAS
87
First Allied Advisory Services
California
$316K +$314K +6,275 New
EIA
88
Eldridge Investment Advisors
New Hampshire
$297K
BII
89
Bainco International Investors
Massachusetts
$252K
AssetMark Inc
90
AssetMark Inc
California
$249K +$231K +4,625 +1,497%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$245K -$237K -4,739 -49%
BCA
92
Bray Capital Advisors
Florida
$234K -$60.2K -1,205 -21%
CA
93
Cetera Advisors
Colorado
$233K
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$229K +$800 +16 +0.4%
AL
95
Aspiriant LLC
California
$218K
TIM
96
Thompson Investment Management
Wisconsin
$204K +$202K +4,037 New
ATFA
97
All Terrain Financial Advisors
Minnesota
$202K +$200K +4,000 New
Citigroup
98
Citigroup
New York
$199K +$12K +240 +6%
ASN
99
Advisory Services Network
Georgia
$180K +$50 +1 +0%
IA
100
IndexIQ Advisors
New York
$178K +$140K +2,796 +382%

SLQD Hedge Fund Activity: Q1 2019 in Review

119 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2019, worth a combined $475M — up 0.55% from $472M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SLQD positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $9.37M. The largest seller was Fiduciary Trust International of Pennsylvania, cutting an estimated $25.9M.

  • 119 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $475M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 0.55% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 21 closed out, a net change of +1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $9.37M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2019.