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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8%63.68% (+2.9%)

1% less funds holding

Funds holding: 245242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
OO
76
Obsido Oy
$3.15M -$247K -4,878 -7%
RIM
77
Rockbridge Investment Management
New York
$3.11M -$44.1K -872 -1%
FWM
78
Fonville Wealth Management
Virginia
$2.86M +$377K +7,449 +15%
Mariner
79
Mariner
Kansas
$2.76M -$4.35M -85,968 -61%
IA
80
IFP Advisors
Florida
$2.75M +$282K +5,574 +11%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$2.64M +$15.6K +309 +0.6%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$2.49M -$1.53M -30,157 -38%
TPW
83
Turn8 Private Wealth
$2.39M -$125K -2,469 -5%
PWA
84
Portus Wealth Advisors
North Carolina
$2.3M +$2.29M +45,281 New
JWM
85
JGP Wealth Management
Oregon
$2.27M +$766K +15,137 +51%
Comerica Bank
86
Comerica Bank
Texas
$2.15M -$9.61K -190 -0.4%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$2.14M -$30.7K -607 -1%
AWA
88
American Wealth Advisors
Georgia
$2.08M +$2.07M +40,922 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$2.07M +$170K +3,357 +9%
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M +$405 +8 +0%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2M -$1.14M -22,519 -36%
AA
92
Argent Advisors
Louisiana
$1.94M +$152K +3,011 +9%
SWP
93
Stratos Wealth Partners
Ohio
$1.92M -$111K -2,203 -6%
VIM
94
Vista Investment Management
Pennsylvania
$1.91M +$4.3K +85 +0.2%
LPP
95
Life Planning Partners
Florida
$1.83M +$240K +4,750 +15%
CFG
96
Cosner Financial Group
Colorado
$1.77M
IAIM
97
International Assets Investment Management
Florida
$1.76M
OFP
98
OFC Financial Planning
New Jersey
$1.67M -$12.8K -253 -0.8%
CRC
99
Curi RMB Capital
Illinois
$1.65M +$14.4K +284 +0.9%
Bank Julius Baer & Co
100
Bank Julius Baer & Co
Switzerland
$1.63M +$532K +10,505 +49%

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.