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iShares 0-5 Year Investment Grade Corporate Bond ETF

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

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

6% more funds holding

Funds holding: 119126 (+7)

5% more capital invested

Capital invested by funds: $475M → $501M (+$26M)

1.52% less ownership

Funds ownership: 28.45%26.93% (-1.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

64% less call options, than puts

Call options by funds: $45K | Put options by funds: $126K

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
Name Holding Trade Value Shares
Change
Change in
Stake
IP
76
Intellectus Partners
California
$618K -$537K -10,636 -47%
IA
77
IndexIQ Advisors
New York
$578K +$395K +7,821 +222%
Allianz Asset Management
78
Allianz Asset Management
Germany
$515K -$315K -6,242 -38%
APA
79
American Portfolios Advisors
New York
$512K
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$507K +$32.8K +650 +7%
AL
81
Aspiriant LLC
California
$476K +$253K +5,007 +116%
FTIOP
82
Fiduciary Trust International of Pennsylvania
Pennsylvania
$468K -$8.06M -159,616 -95%
DC
83
Davenport & Co
Virginia
$429K +$50.5K +1,000 +13%
RSWM
84
Robertson Stephens Wealth Management
California
$418K +$415K +8,210 New
SIAM
85
Sterling Investment Advisors (Missouri)
Missouri
$413K +$2.93K +58 +0.7%
LTI
86
Laffer Tengler Investments
Tennessee
$389K -$3.28K -65 -0.8%
DP
87
Dearborn Partners
Illinois
$356K -$1.87K -37 -0.5%
UCFA
88
United Capital Financial Advisors
Texas
$351K +$50 +1 +0%
FWIA
89
Fort Washington Investment Advisors
Ohio
$349K -$35.7K -708 -9%
SHWM
90
Smith & Howard Wealth Management
Georgia
$348K +$345K +6,825 New
CCA
91
Clearwater Capital Advisors
Illinois
$346K -$60.6K -1,200 -15%
EIP
92
Ellis Investment Partners
Pennsylvania
$330K +$1.11K +22 +0.3%
FFG
93
Ford Financial Group
California
$328K +$325K +6,441 New
BAM
94
Belpointe Asset Management
Nevada
$321K +$318K +6,306 New
EIA
95
Eldridge Investment Advisors
New Hampshire
$299K
FAAS
96
First Allied Advisory Services
California
$260K -$59.5K -1,179 -19%
BII
97
Bainco International Investors
Massachusetts
$255K
PAS
98
Partnervest Advisory Services
California
$250K +$248K +4,903 New
CAM
99
Cidel Asset Management
Ontario, Canada
$245K -$249K -4,938 -51%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$238K -$9.49K -188 -4%

SLQD Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2019, worth a combined $501M — up 5.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SLQD positions and 6 closed out — a net gain of 8 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was Mandatum Life Insurance Company, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $9.37M.

  • 126 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2019, up from 119 in Q1 2019.
  • Funds reported $501M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Mandatum Life Insurance Company, an estimated $13M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Flow Traders U.S., an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2019.