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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$992K +$7.41K +143 +0.8%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$968K +$118K +2,280 +14%
AIM
103
Alhambra Investment Management
Florida
$944K +$77.8K +1,500 +9%
CPSC
104
Carl P. Sherr & Co
Massachusetts
$922K
MIAN
105
Mariner Independent Advisor Network
Kansas
$921K
MIH
106
Meitav Investment House
Israel
$918K +$296K +5,701 +47%
BWA
107
BDO Wealth Advisors
Florida
$912K
BIA
108
Biondo Investment Advisors
Pennsylvania
$869K +$36.6K +705 +4%
RSWM
109
Robertson Stephens Wealth Management
California
$853K +$309K +5,954 +57%
IAN
110
Integrated Advisors Network
Texas
$843K +$38.6K +745 +5%
DFG
111
Demars Financial Group
Washington
$842K -$149K -2,877 -15%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$840K
SF
113
Summit Financial
New Jersey
$821K +$13.1K +252 +2%
LB
114
Leo Brokerage
Texas
$799K +$985 +19 +0.1%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$740K -$633K -12,215 -46%
Stifel Financial
116
Stifel Financial
Missouri
$729K +$6.48K +125 +0.9%
AC
117
Avestar Capital
New York
$725K -$93.2K -1,797 -11%
OPS
118
Orion Portfolio Solutions
Nebraska
$721K -$31.5K -608 -4%
SWP
119
Stratos Wealth Partners
Ohio
$713K +$31.8K +614 +5%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$712K +$23.1K +446 +3%
CPFP
121
Clear Perspectives Financial Planning
Ohio
$642K +$54.5K +1,051 +9%
HI
122
Harbour Investments
Wisconsin
$627K -$522K -10,072 -45%
UCFA
123
United Capital Financial Advisors
Texas
$609K -$22.8K -440 -4%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$605K -$2.59M -49,982 -81%
WFG
125
Wills Financial Group
Virginia
$580K -$11.7K -225 -2%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.