We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
76
Turn8 Private Wealth
$3.04M +$669K +13,188 +28%
IA
77
IFP Advisors
Florida
$3.01M +$230K +4,547 +8%
TWC
78
TD Waterhouse Canada
Ontario, Canada
$2.92M +$201K +3,961 +7%
Goldman Sachs
79
Goldman Sachs
New York
$2.88M -$243K -4,798 -8%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$2.86M -$143K -2,830 -5%
SMAM
81
Sugar Maple Asset Management
Wisconsin
$2.85M -$615K -12,130 -18%
FWM
82
Fonville Wealth Management
Virginia
$2.8M -$141K -2,773 -5%
OO
83
Obsido Oy
$2.77M -$40K -789 -1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.76M +$394K +7,773 +17%
Citadel Advisors
85
Citadel Advisors
Florida
$2.67M +$2.68M +52,933 New
LPP
86
Life Planning Partners
Florida
$2.52M +$129K +2,553 +5%
PWA
87
Portus Wealth Advisors
North Carolina
$2.52M +$237K +4,670 +10%
Mariner
88
Mariner
Kansas
$2.29M -$187K -3,680 -7%
TCK
89
Topor & Co Korea
$2.15M +$21.6K +426 +1%
AWA
90
American Wealth Advisors
Georgia
$2.13M -$3.6K -71 -0.2%
AA
91
Argent Advisors
Louisiana
$2.12M -$4.26K -84 -0.2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$2.07M +$21.7K +428 +1%
VIM
93
Vista Investment Management
Pennsylvania
$2.06M -$114K -2,252 -5%
COCM
94
Charter Oak Capital Management
New Hampshire
$2.01M -$914K -18,031 -31%
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$1.95M +$337K +6,654 +21%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M -$80K -1,578 -4%
SG
97
StoneX Group
New York
$1.9M +$627K +12,368 +49%
BIA
98
Biondo Investment Advisors
Pennsylvania
$1.76M +$123K +2,433 +7%
CFG
99
Cosner Financial Group
Colorado
$1.64M
CRC
100
Curi RMB Capital
Illinois
$1.64M -$6.18K -122 -0.4%