We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$2.48M -$162K -3,345 -6%
Corient Private Wealth
77
Corient Private Wealth
Florida
$2.43M -$428K -8,861 -15%
KAS
78
Kestra Advisory Services
Texas
$2.39M -$40.2K -832 -2%
TRIA
79
Trail Ridge Investment Advisors
Colorado
$2.32M +$281K +5,803 +14%
AMM
80
American Money Management
California
$2.29M -$141K -2,910 -6%
MMA
81
Miracle Mile Advisors
California
$2.28M -$115K -2,376 -5%
TWC
82
TD Waterhouse Canada
Ontario, Canada
$2.17M -$198K -4,104 -8%
CFG
83
Cosner Financial Group
Colorado
$2.15M +$2.16M +44,577 New
SAM
84
Simplify Asset Management
Nevada
$2.1M +$2.11M +43,571 New
KPWS
85
Kestra Private Wealth Services
Texas
$2.03M -$223K -4,608 -10%
AFAS
86
Acorn Financial Advisory Services
Virginia
$2.03M -$7.54K -156 -0.4%
SWP
87
Stratos Wealth Partners
Ohio
$1.94M +$400K +8,274 +26%
VIM
88
Vista Investment Management
Pennsylvania
$1.94M +$247K +5,101 +15%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.78M -$31.5K -652 -2%
AA
90
Argent Advisors
Louisiana
$1.75M -$254K -5,243 -13%
FCA
91
FinTrust Capital Advisors
South Carolina
$1.68M – – –
SPC
92
Sigma Planning Corp
Michigan
$1.66M -$1.63M -33,726 -49%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$193 +4 +0%
WFAG
94
Wescott Financial Advisory Group
Pennsylvania
$1.64M -$524K -10,835 -24%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$1.62M -$60.6K -1,253 -4%
SRC
96
Shufro Rose & Co
New York
$1.54M -$207K -4,286 -12%
AWM
97
Alterna Wealth Management
Texas
$1.43M +$701K +14,493 +96%
PWG
98
Private Wealth Group
Florida
$1.41M – – –
OC
99
Oppenheimer & Co
New York
$1.4M +$144K +2,971 +11%
NA
100
NewEdge Advisors
Louisiana
$1.4M -$1.43M -29,570 -51%
2 3
4
5 6

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.