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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
76
Stokes Family Office
Louisiana
$1.89M -$320K -6,178 -15%
AA
77
Argent Advisors
Louisiana
$1.67M +$13.6K +262 +0.8%
MFG
78
MidWestOne Financial Group
Iowa
$1.66M -$218K -4,213 -12%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.66M +$287K +5,537 +21%
DWMG
80
DB Wealth Management Group
California
$1.64M +$263K +5,079 +19%
SRC
81
Shufro Rose & Co
New York
$1.6M +$329K +6,343 +26%
LWM
82
Laidlaw Wealth Management
New York
$1.55M +$1.24M +23,852 +390%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$1.51M +$9.54K +184 +0.6%
OWA
84
One Wealth Advisors
California
$1.39M +$790K +15,230 +130%
EPP
85
ETF Portfolio Partners
Kansas
$1.35M -$412K -7,952 -23%
KAS
86
Kestra Advisory Services
Texas
$1.34M +$259K +4,989 +24%
OC
87
Oppenheimer & Co
New York
$1.29M +$650K +12,539 +102%
PAG
88
Private Advisor Group
New Jersey
$1.25M -$2.66M -51,242 -68%
JWCA
89
J.W. Cole Advisors
Florida
$1.25M -$102K -1,976 -8%
4WM
90
4J Wealth Management
Virginia
$1.22M -$25.1K -485 -2%
Deutsche Bank
91
Deutsche Bank
Germany
$1.18M +$820K +15,815 +225%
RG
92
Retirement Group
California
$1.18M +$159K +3,060 +16%
SHWM
93
Smith & Howard Wealth Management
Georgia
$1.17M -$14.3K -275 -1%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.14M +$382K +7,371 +50%
CCA
95
Catalyst Capital Advisors
New York
$1.14M
Verition Fund Management
96
Verition Fund Management
Connecticut
$1.11M +$1.12M +21,509 New
OMC
97
Old Mission Capital
Illinois
$1.09M -$4.32M -83,371 -80%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.04M +$477K +9,201 +85%
IIA
99
IPG Investment Advisors
California
$1.02M -$2.51M -48,345 -71%
FWIA
100
Fort Washington Investment Advisors
Ohio
$1.01M +$281K +5,410 +38%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.