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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$2.15M -$12K -241 -0.6%
FCA
77
FinTrust Capital Advisors
South Carolina
$2.05M -$100K -2,011 -5%
AMM
78
American Money Management
California
$2M -$147K -2,940 -7%
FWM
79
Fonville Wealth Management
Virginia
$1.98M +$47.1K +945 +2%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$1.92M +$75K +1,503 +4%
VIM
81
Vista Investment Management
Pennsylvania
$1.88M -$2.1K -42 -0.1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.86M -$33.6K -674 -2%
AA
83
Argent Advisors
Louisiana
$1.85M +$84.4K +1,691 +5%
CRC
84
Curi RMB Capital
Illinois
$1.85M -$53.1K -1,064 -3%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$1.76M -$17K -340 -1%
Mariner
86
Mariner
Kansas
$1.75M -$217K -4,354 -11%
CFG
87
Cosner Financial Group
Colorado
$1.75M
AAS
88
Ameritas Advisory Services
Nebraska
$1.74M +$156K +3,127 +10%
SMAM
89
Sugar Maple Asset Management
Wisconsin
$1.61M +$15K +300 +0.9%
BAM
90
Berkshire Asset Management
Pennsylvania
$1.58M
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$1.58M -$70K -1,403 -4%
LPP
92
Life Planning Partners
Florida
$1.48M +$23K +461 +2%
PWG
93
Private Wealth Group
Florida
$1.48M
NL
94
NDWM LLC
California
$1.47M -$43.8K -877 -3%
Truist Financial
95
Truist Financial
North Carolina
$1.45M +$45.7K +917 +3%
LCAM
96
London & Capital Asset Management
United Kingdom
$1.36M
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.34M -$1.45M -28,991 -52%
BCI
98
Brinker Capital Investments
Pennsylvania
$1.33M +$567K +11,365 +76%
OPS
99
Orion Portfolio Solutions
Nebraska
$1.33M +$567K +11,365 +76%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$1.3M -$16K -320 -1%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.