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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$1.69M +$1.69M +32,672 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.65M +$1.97K +38 +0.1%
OC
78
Oppenheimer & Co
New York
$1.63M +$351K +6,787 +27%
DWMG
79
DB Wealth Management Group
California
$1.62M -$22K -425 -1%
HI
80
Harbour Investments
Wisconsin
$1.56M +$941K +18,175 +150%
LWM
81
Laidlaw Wealth Management
New York
$1.51M -$34.7K -670 -2%
MFG
82
MidWestOne Financial Group
Iowa
$1.51M -$151K -2,916 -9%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$1.5M -$8.44K -163 -0.6%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$1.48M +$516K +9,972 +53%
KAS
85
Kestra Advisory Services
Texas
$1.48M +$140K +2,699 +10%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.42M +$684K +13,207 +92%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$1.37M +$1.37M +26,500 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$1.31M +$170K +3,276 +15%
SHWM
89
Smith & Howard Wealth Management
Georgia
$1.17M
RG
90
Retirement Group
California
$1.15M -$22.9K -442 -2%
CCA
91
Catalyst Capital Advisors
New York
$1.14M
NA
92
NewEdge Advisors
Louisiana
$1.12M +$661K +12,756 +142%
4WM
93
4J Wealth Management
Virginia
$1.11M -$104K -2,010 -9%
SC
94
Scotia Capital
Ontario, Canada
$1.1M +$593K +11,444 +116%
PFPT
95
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.07M +$509K +9,820 +90%
IIA
96
IPG Investment Advisors
California
$1.04M +$20.7K +400 +2%
DC
97
Davenport & Co
Virginia
$1.02M +$1.02M +19,651 New
MGIA
98
Matthew Goff Investment Advisor
Texas
$1.01M -$3.1M -59,895 -75%
SI
99
Stephens Inc
Arkansas
$1.01M -$2.23M -43,102 -69%
Truist Financial
100
Truist Financial
North Carolina
$999K -$926K -17,874 -48%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.