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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
101
Meitav Investment House
Israel
$975K +$60K +1,159 +7%
TIM
102
Tortoise Investment Management
New York
$965K -$23.6K -455 -2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$940K -$93.6K -1,807 -9%
FWIA
104
Fort Washington Investment Advisors
Ohio
$940K -$67.1K -1,296 -7%
CPSC
105
Carl P. Sherr & Co
Massachusetts
$919K
MIAN
106
Mariner Independent Advisor Network
Kansas
$919K
AIM
107
Alhambra Investment Management
Florida
$916K -$24.6K -475 -3%
Goldman Sachs
108
Goldman Sachs
New York
$915K -$2.04M -39,328 -69%
IAN
109
Integrated Advisors Network
Texas
$911K +$70.6K +1,363 +8%
BWA
110
BDO Wealth Advisors
Florida
$910K
BIA
111
Biondo Investment Advisors
Pennsylvania
$891K +$24.1K +465 +3%
SWP
112
Stratos Wealth Partners
Ohio
$884K +$174K +3,352 +24%
BRWA
113
B. Riley Wealth Advisors
Florida
$874K +$615K +11,885 +237%
Verition Fund Management
114
Verition Fund Management
Connecticut
$820K -$292K -5,637 -26%
5L
115
55I LLC
Massachusetts
$803K -$1.53M -29,582 -66%
PA
116
PFG Advisors
Arizona
$787K +$789K +15,230 New
DFG
117
Demars Financial Group
Washington
$777K -$62.5K -1,207 -7%
Stifel Financial
118
Stifel Financial
Missouri
$757K +$31.1K +601 +4%
AC
119
Avestar Capital
New York
$723K +$155 +3 +0%
OPS
120
Orion Portfolio Solutions
Nebraska
$714K -$5.18K -100 -0.7%
SF
121
Summit Financial
New Jersey
$696K -$124K -2,388 -15%
CPFP
122
Clear Perspectives Financial Planning
Ohio
$691K +$51.3K +991 +8%
Citadel Advisors
123
Citadel Advisors
Florida
$660K -$33.9M -655,066 -98%
LB
124
Leo Brokerage
Texas
$658K -$139K -2,681 -17%
APA
125
American Portfolios Advisors
New York
$636K +$474K +9,156 +290%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.