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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $448K | Put options by funds: $124K

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $620M → $687M (+$67.2M)

10% more funds holding

Funds holding: 153168 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.67% less ownership

Funds ownership: 32.35%31.68% (-0.67%)

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
101
Integrated Advisors Network
Texas
$546K +$185K +3,593 +52%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$538K +$531K +10,316 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$531K +$126K +2,450 +32%
UCFA
104
United Capital Financial Advisors
Texas
$510K -$217K -4,224 -30%
BCM
105
Brookstone Capital Management
Illinois
$494K +$487K +9,473 New
SWP
106
Stratos Wealth Partners
Ohio
$476K -$397K -7,715 -46%
BFA
107
Beacon Financial Advisory
Ohio
$476K +$617 +12 +0.1%
KWA
108
KCS Wealth Advisory
California
$454K -$41.7K -811 -9%
SIAM
109
Sterling Investment Advisors (Missouri)
Missouri
$434K +$2.78K +54 +0.7%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$426K
DP
111
Dearborn Partners
Illinois
$413K +$25.7K +500 +7%
JSA
112
Jacobson & Schmitt Advisors
Wisconsin
$409K -$89.6K -1,742 -18%
PA
113
Parallel Advisors
California
$388K +$243K +4,722 +173%
BAM
114
Belpointe Asset Management
Nevada
$341K -$5.25K -102 -2%
RIG
115
Roosevelt Investment Group
New York
$336K -$463K -8,995 -58%
FAAS
116
First Allied Advisory Services
California
$335K +$331K +6,432 New
DI
117
Disciplined Investments
Oklahoma
$324K +$9.62K +187 +3%
Franklin Resources
118
Franklin Resources
California
$320K +$316K +6,136 New
EIA
119
Eldridge Investment Advisors
New Hampshire
$306K
ICM
120
Intrepid Capital Management
Florida
$294K +$290K +5,637 New
BCA
121
Bay Colony Advisors
Massachusetts
$277K +$274K +5,321 New
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$258K -$10.1K -196 -4%
RSWM
123
Robertson Stephens Wealth Management
California
$255K +$252K +4,894 New
CAM
124
Cidel Asset Management
Ontario, Canada
$250K
LNC
125
Lincoln National Corp
Pennsylvania
$244K +$241K +4,689 New

SLQD Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2020, worth a combined $687M — up 11% from $620M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLQD positions and 25 closed out — a net gain of 16 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $54.9M.

  • 168 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2020, up from 153 in Q1 2020.
  • Funds reported $687M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 25 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $28.9M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $54.9M sold.

Based on aggregated 13F filings for Q2 2020.