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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$2.57M +$148K +2,956 +6%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$2.52M +$787K +15,759 +46%
TPW
78
Turn8 Private Wealth
$2.31M +$54.6K +1,092 +2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$197K +3,950 +10%
Comerica Bank
80
Comerica Bank
Texas
$2.16M -$6.65K -133 -0.3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$2.13M +$589K +11,781 +39%
SWP
82
Stratos Wealth Partners
Ohio
$2.13M -$529K -10,577 -20%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M -$109K -2,177 -5%
Mariner
84
Mariner
Kansas
$1.99M +$344K +6,876 +21%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$1.98M +$215K +4,299 +12%
AA
86
Argent Advisors
Louisiana
$1.96M +$333K +6,671 +21%
VIM
87
Vista Investment Management
Pennsylvania
$1.92M -$22.5K -450 -1%
MF
88
Montis Financial
Massachusetts
$1.91M -$426K -8,521 -18%
AAS
89
Ameritas Advisory Services
Nebraska
$1.9M -$296K -5,920 -14%
CRC
90
Curi RMB Capital
Illinois
$1.9M -$6.6K -132 -0.3%
AMM
91
American Money Management
California
$1.87M -$30.9K -619 -2%
IAIM
92
International Assets Investment Management
Florida
$1.86M -$292K -5,852 -14%
CFG
93
Cosner Financial Group
Colorado
$1.75M +$3.9K +78 +0.2%
OFP
94
OFC Financial Planning
New Jersey
$1.72M -$968K -19,364 -36%
SMAM
95
Sugar Maple Asset Management
Wisconsin
$1.59M +$25.2K +505 +2%
NL
96
NDWM LLC
California
$1.48M +$536K +10,722 +57%
PWG
97
Private Wealth Group
Florida
$1.48M
BIA
98
Biondo Investment Advisors
Pennsylvania
$1.45M +$160K +3,200 +12%
LPP
99
Life Planning Partners
Florida
$1.43M -$37.9K -758 -3%
Truist Financial
100
Truist Financial
North Carolina
$1.41M -$51.5K -1,030 -4%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.