iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
89 hedge funds and large institutions have $358M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 12 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 19
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
24% more capital invested
Capital invested by funds: $288M → $358M (+$69.8M)
10% more funds holding
Funds holding: 81 → 89 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.59% less ownership
Funds ownership: 47.57% → 45.98% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$13.8M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$9.1M |
| 5 |
BlackRock
New York
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$11.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.6M |
| 3 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$3.52M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.38M |
SLQD Hedge Fund Activity: Q1 2018 in Review
89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2018, worth a combined $358M — up 24% from $288M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SLQD positions and 12 closed out — a net gain of 8 holders — while 43 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Mandatum Life Insurance Company, cutting an estimated $11.5M.
- 89 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2018, up from 81 in Q4 2017.
- Funds reported $358M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2018, up 24% quarter-over-quarter.
- 20 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 12 closed out, a net change of +8 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Morgan Stanley, an estimated $17.9M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Mandatum Life Insurance Company, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2018.