SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

126 hedge funds and large institutions have $501M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
14
Increased
61
Reduced
37
Closed
6
Calls
$45K
Puts
$126K
Net Calls
-$81K
Net Calls Change
-$185K

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$35.7M
2
TF
TIAA FSB
Florida
$30.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.17M
4
TIM
Tortoise Investment Management
New York
$14.4M
5
Jane Street
Jane Street
New York
$4.13M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$704K
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$468K
3
Lido Advisors
Lido Advisors
California
$2.27M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$741K
5
BAM
Berkshire Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
76
Intellectus Partners
California
$618K -$542K -10,636 -47%
IA
77
IndexIQ Advisors
New York
$578K +$398K +7,821 +222%
Allianz Asset Management
78
Allianz Asset Management
Germany
$515K -$318K -6,242 -38%
APA
79
American Portfolios Advisors
New York
$512K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$507K +$33.1K +650 +7%
AL
81
Aspiriant LLC
California
$476K +$255K +5,007 +116%
FTIOP
82
Fiduciary Trust International of Pennsylvania
Pennsylvania
$468K -$8.12M -159,616 -95%
DC
83
Davenport & Co
Virginia
$429K +$50.9K +1,000 +13%
RSWM
84
Robertson Stephens Wealth Management
California
$418K +$418K +8,210 New
SIAM
85
Sterling Investment Advisors (Missouri)
Missouri
$413K +$2.96K +58 +0.7%
LTI
86
Laffer Tengler Investments
Tennessee
$389K -$3.31K -65 -0.8%
DP
87
Dearborn Partners
Illinois
$356K -$1.89K -37 -0.5%
UCFA
88
United Capital Financial Advisors
Texas
$351K +$51 +1 +0%
FWIA
89
Fort Washington Investment Advisors
Ohio
$349K -$36.1K -708 -9%
SHWM
90
Smith & Howard Wealth Management
Georgia
$348K +$348K +6,825 New
CCA
91
Clearwater Capital Advisors
Illinois
$346K -$61.1K -1,200 -15%
EIP
92
Ellis Investment Partners
Pennsylvania
$330K +$1.12K +22 +0.3%
FFG
93
Ford Financial Group
California
$328K +$328K +6,441 New
BAM
94
Belpointe Asset Management
Nevada
$321K +$321K +6,306 New
EIA
95
Eldridge Investment Advisors
New Hampshire
$299K – – –
FAAS
96
First Allied Advisory Services
California
$260K -$60.2K -1,179 -19%
BII
97
Bainco International Investors
Massachusetts
$255K – – –
PAS
98
Partnervest Advisory Services
California
$250K +$250K +4,903 New
CAM
99
Cidel Asset Management
Ontario, Canada
$245K -$252K -4,938 -51%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$238K -$9.57K -188 -4%
2 3
4
5 6