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iShares 0-5 Year Investment Grade Corporate Bond ETF

126 hedge funds and large institutions have $501M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

6% more funds holding

Funds holding: 119126 (+7)

5% more capital invested

Capital invested by funds: $475M → $501M (+$26M)

1.52% less ownership

Funds ownership: 28.45%26.93% (-1.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

64% less call options, than puts

Call options by funds: $45K | Put options by funds: $126K

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
14
Increased
61
Reduced
37
Closed
6
Calls
$45K
Puts
$126K
Net Calls
-$81K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Bray Capital Advisors
Florida
$237K
CA
102
Cetera Advisors
Colorado
$233K -$2.58K -51 -1%
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$231K -$353 -7 -0.2%
TIM
104
Thompson Investment Management
Wisconsin
$214K +$8.53K +169 +4%
ATFA
105
All Terrain Financial Advisors
Minnesota
$204K
US Bancorp
106
US Bancorp
Minnesota
$203K +$201K +3,978 New
Citigroup
107
Citigroup
New York
$163K -$37.5K -743 -19%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$142K +$52.6K +1,042 +60%
PA
109
Parallel Advisors
California
$139K +$138K +2,735 New
AF
110
Allworth Financial
California
$110K +$6.26K +124 +6%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$8.48K -168 -7%
HS
112
Horan Securities
United States
$69K
PB
113
Pinnacle Bancorp
Nebraska
$68K +$67.5K +1,336 New
GWM
114
Geneos Wealth Management
Colorado
$59K
RWG
115
Regal Wealth Group
California
$47K +$252 +5 +0.5%
CB
116
Community Bank
New York
$43K -$252 -5 -0.6%
TWA
117
TCI Wealth Advisors
Arizona
$26K +$2.32K +46 +10%
1IA
118
1834 Investment Advisors
Wisconsin
$20K
TCOV
119
Trust Company of Vermont
Vermont
$18K +$18.3K +362 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$16K +$15.8K +312 +31,200%
SPIA
121
Steward Partners Investment Advisory
New York
$11K +$11.8K +233 New
MIFH
122
Migdal Insurance & Financial Holdings
Israel
$10K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$10K
William Blair & Company
124
William Blair & Company
Illinois
$3K
SMFS
125
Squar Milner Financial Services
California
$1K

SLQD Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2019, worth a combined $501M — up 5.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SLQD positions and 6 closed out — a net gain of 8 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was Mandatum Life Insurance Company, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $9.37M.

  • 126 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2019, up from 119 in Q1 2019.
  • Funds reported $501M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Mandatum Life Insurance Company, an estimated $13M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Flow Traders U.S., an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2019.