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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
76
Lloyd Advisory Services
Georgia
$2.54M -$2.86K -59 -0.1%
AAS
77
Avantax Advisory Services
Texas
$2.53M +$2.36M +48,691 +1,047%
SWP
78
Stratos Wealth Partners
Ohio
$2.48M -$186K -3,836 -7%
HWMA
79
Heritage Wealth Management (Arizona)
Arizona
$2.39M +$280K +5,789 +13%
KAS
80
Kestra Advisory Services
Texas
$2.29M -$67.2K -1,388 -3%
AFAS
81
Acorn Financial Advisory Services
Virginia
$2.26M -$453K -9,357 -16%
PWW
82
Pettyjohn Wood & White
Virginia
$2.18M -$4.16M -85,920 -65%
MMA
83
Miracle Mile Advisors
California
$2.15M
BlackRock
84
BlackRock
New York
$2.1M +$2.11M +43,506 +4,755%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$2.09M +$2.14M +44,114 New
AAS
86
Ameritas Advisory Services
Nebraska
$1.76M -$56.9K -1,176 -3%
SRC
87
Shufro Rose & Co
New York
$1.75M
Truist Financial
88
Truist Financial
North Carolina
$1.75M -$439K -9,078 -20%
AA
89
Argent Advisors
Louisiana
$1.67M -$151K -3,122 -8%
FCA
90
FinTrust Capital Advisors
South Carolina
$1.66M
AWS
91
Atria Wealth Solutions
New York
$1.6M +$390K +8,053 +31%
LPP
92
Life Planning Partners
Florida
$1.59M -$223K -4,600 -12%
TIM
93
Tortoise Investment Management
New York
$1.56M -$239K -4,938 -13%
CBC
94
Coombe, Bender & Co
New York
$1.52M +$45K +929 +3%
DC
95
Davenport & Co
Virginia
$1.5M -$200K -4,134 -12%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.44M -$1.35M -27,899 -48%
B
97
Barings
North Carolina
$1.42M +$1.45M +30,026 New
LTI
98
Laffer Tengler Investments
Tennessee
$1.35M -$256K -5,294 -16%
PA
99
PFG Advisors
Arizona
$1.34M +$673K +13,898 +96%
OC
100
Oppenheimer & Co
New York
$1.34M -$103K -2,134 -7%

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.