SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

239 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+28
Holders Change %
+13.27%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
81
Reduced
76
Closed
14
Calls
$81K
Puts
$753K
Net Calls
-$672K
Net Calls Change
-$279K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
EVM
2
Eaton Vance Management
Massachusetts
$40.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37.8M
4
FIM
4
Freedom Investment Management
Connecticut
$8.69M
5
LPL Financial
5
LPL Financial
California
$29.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.49M
2
Jane Street
2
Jane Street
New York
$3.66M
3
Ameriprise
3
Ameriprise
Minnesota
$20M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.57M
5
Bank of America
5
Bank of America
North Carolina
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$1.13M +$379K +7,416 +51%
4WM
102
4J Wealth Management
Virginia
$1.1M -$408 -8 -0%
AWM
103
Alterna Wealth Management
Texas
$1.09M +$1.09M +21,311 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$1.09M +$1.09M +21,272 New
Amundi
105
Amundi
France
$1.05M +$1.05M +25,742 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.04M +$93.7K +1,807 +10%
NA
107
NewEdge Advisors
Louisiana
$1.03M -$78.8K -1,543 -7%
TRIA
108
Trail Ridge Investment Advisors
Colorado
$1.01M +$1.01M +19,762 New
RG
109
Retirement Group
California
$1.01M -$132K -2,590 -12%
AWA
110
Arkadios Wealth Advisors
Georgia
$1M +$564K +11,049 +128%
OIA
111
OneDigital Investment Advisors
Kansas
$1M +$1M +19,605 New
SWP
112
Stratos Wealth Partners
Ohio
$993K +$120K +2,344 +14%
BIA
113
Biondo Investment Advisors
Pennsylvania
$988K +$108K +2,105 +12%
AAS
114
Ameritas Advisory Services
Nebraska
$986K +$986K +19,319 New
MIH
115
Meitav Investment House
Israel
$944K -$19.3K -380 -2%
SF
116
Summit Financial
New Jersey
$935K +$248K +4,863 +36%
TIM
117
Tortoise Investment Management
New York
$921K -$32.7K -640 -3%
BRWA
118
B. Riley Wealth Advisors
Florida
$912K +$49.1K +961 +6%
CPSC
119
Carl P. Sherr & Co
Massachusetts
$908K – – –
Goldman Sachs
120
Goldman Sachs
New York
$904K – – –
BWA
121
BDO Wealth Advisors
Florida
$893K -$5.1K -100 -0.6%
ACM
122
Absolute Capital Management
Pennsylvania
$878K +$878K +17,199 New
MP
123
McDonald Partners
Ohio
$878K +$878K +17,199 New
IAN
124
Integrated Advisors Network
Texas
$875K -$24.9K -487 -3%
MIA
125
MMBG Investment Advisors
Florida
$866K +$866K +16,964 New
3 4
5
6 7