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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2M -$41K -835 -2%
Comerica Bank
77
Comerica Bank
Texas
$2.11M +$1.35M +27,567 +181%
FCA
78
FinTrust Capital Advisors
South Carolina
$2.1M
AMM
79
American Money Management
California
$2.1M -$37.7K -769 -2%
AssetMark Inc
80
AssetMark Inc
California
$2.08M +$1.03M +20,926 +98%
Mariner
81
Mariner
Kansas
$1.92M -$231K -4,713 -11%
FWM
82
Fonville Wealth Management
Virginia
$1.88M -$6.28K -128 -0.3%
CRC
83
Curi RMB Capital
Illinois
$1.86M -$172K -3,514 -9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$92.1K +1,878 +5%
VIM
85
Vista Investment Management
Pennsylvania
$1.84M -$228K -4,647 -11%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.84M +$801K +16,330 +78%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$1.8M -$6.72K -137 -0.4%
TWC
88
TD Waterhouse Canada
Ontario, Canada
$1.74M -$17.8K -362 -1%
AA
89
Argent Advisors
Louisiana
$1.72M -$66.1K -1,348 -4%
CFG
90
Cosner Financial Group
Colorado
$1.71M -$386K -7,875 -19%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.68M -$16.5K -337 -1%
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$1.61M -$250K -5,090 -13%
BAM
93
Berkshire Asset Management
Pennsylvania
$1.58M +$1.58M +32,154 New
OMC
94
Old Mission Capital
Illinois
$1.57M +$1.56M +31,856 New
SMAM
95
Sugar Maple Asset Management
Wisconsin
$1.56M +$24.7K +503 +2%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.55M -$9.47M -193,041 -86%
AAS
97
Ameritas Advisory Services
Nebraska
$1.55M +$138K +2,811 +10%
NL
98
NDWM LLC
California
$1.48M -$152K -3,093 -9%
PWG
99
Private Wealth Group
Florida
$1.45M
LPP
100
Life Planning Partners
Florida
$1.43M -$73.2K -1,493 -5%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.