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iShares 0-5 Year Investment Grade Corporate Bond ETF

119 hedge funds and large institutions have $475M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $472M → $475M (+$2.62M)

0% more funds holding

Funds holding: 119119 (0)

3.08% less ownership

Funds ownership: 31.53%28.45% (-3.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.19%
New
22
Increased
56
Reduced
27
Closed
21
Calls
$104K
Puts
Net Calls
+$104K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
101
Stone House Investment Management
Pennsylvania
$176K -$396K -7,927 -69%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$117K +$6.25K +125 +6%
AF
104
Allworth Financial
California
$103K +$14.7K +295 +17%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$88K +$150 +3 +0.2%
SWM
106
SeaCrest Wealth Management
New York
$86K -$87.5K -1,750 -51%
HS
107
Horan Securities
United States
$69K
GWM
108
Geneos Wealth Management
Colorado
$59K
RWG
109
Regal Wealth Group
California
$46K +$150 +3 +0.3%
OIA
110
OneDigital Investment Advisors
Kansas
$44K +$43.6K +873 New
CB
111
Community Bank
New York
$43K
CFD
112
Creative Financial Designs
Indiana
$39K -$3.21M -64,171 -99%
TWA
113
TCI Wealth Advisors
Arizona
$24K
1IA
114
1834 Investment Advisors
Wisconsin
$20K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$10K
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$10K +$10.2K +205 New
William Blair & Company
117
William Blair & Company
Illinois
$3K
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
-$7.9M -161,162 Closed
Jane Street
119
Jane Street
New York
-$4.16M -83,892 Closed
BB
120
Busey Bank
Illinois
-$1.87M -37,727 Closed
CI
121
Conning Inc
Connecticut
-$1.39M -27,990 Closed
Wolverine Trading
122
Wolverine Trading
Illinois
-$786K -15,880 Closed
ATC
123
Argent Trust Co
Tennessee
-$597K -12,058 Closed
AWM
124
Alterna Wealth Management
Texas
-$565K -11,402 Closed
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$517K -10,436 Closed

SLQD Hedge Fund Activity: Q1 2019 in Review

119 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2019, worth a combined $475M — up 0.55% from $472M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SLQD positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $9.37M. The largest seller was Fiduciary Trust International of Pennsylvania, cutting an estimated $25.9M.

  • 119 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $475M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 0.55% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 21 closed out, a net change of +1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $9.37M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2019.