We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Fonville Wealth Management
Virginia
$2.47M -$209K -4,158 -8%
IA
77
IFP Advisors
Florida
$2.46M +$1.55M +30,803 +173%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$2.41M -$130K -2,592 -5%
PFS
79
Prospera Financial Services
Texas
$2.33M +$1.32M +26,348 +134%
AAS
80
Ameritas Advisory Services
Nebraska
$2.17M +$252K +5,027 +13%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.16M +$1.61M +31,999 +297%
Comerica Bank
82
Comerica Bank
Texas
$2.15M -$26.6K -529 -1%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05M -$22.8K -455 -1%
SWP
84
Stratos Wealth Partners
Ohio
$2.02M -$119K -2,367 -6%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.99M +$632K +12,583 +47%
VIM
86
Vista Investment Management
Pennsylvania
$1.9M -$37.6K -749 -2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$1.89M -$247K -4,914 -12%
AA
88
Argent Advisors
Louisiana
$1.78M -$183K -3,654 -9%
IAIM
89
International Assets Investment Management
Florida
$1.76M -$107K -2,138 -6%
CFG
90
Cosner Financial Group
Colorado
$1.76M
SMAM
91
Sugar Maple Asset Management
Wisconsin
$1.69M +$83.4K +1,662 +5%
OFP
92
OFC Financial Planning
New Jersey
$1.67M -$57.9K -1,154 -3%
SNWA
93
Siligmueller & Norvid Wealth Advisors
Illinois
$1.64M -$1.01M -20,194 -38%
CRC
94
Curi RMB Capital
Illinois
$1.63M -$280K -5,586 -15%
LPP
95
Life Planning Partners
Florida
$1.58M +$143K +2,853 +10%
AMM
96
American Money Management
California
$1.5M -$378K -7,527 -20%
BIA
97
Biondo Investment Advisors
Pennsylvania
$1.5M +$39.9K +795 +3%
JWM
98
JGP Wealth Management
Oregon
$1.49M +$512K +10,208 +53%
MF
99
Montis Financial
Massachusetts
$1.48M -$441K -8,795 -23%
NL
100
NDWM LLC
California
$1.47M -$18.5K -369 -1%

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.