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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$1.31M +$1.34M +27,654 New
EPP
102
ETF Portfolio Partners
Kansas
$1.3M -$615K -12,695 -32%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.23M +$1.25M +25,856 New
BWM
104
Bulltick Wealth Management
Florida
$1.21M
TRIA
105
Trail Ridge Investment Advisors
Colorado
$1.21M +$334K +6,902 +38%
AFP
106
Ausdal Financial Partners
Iowa
$1.2M +$9.93K +205 +0.8%
LWM
107
Laidlaw Wealth Management
New York
$1.2M -$167K -3,455 -12%
Stifel Financial
108
Stifel Financial
Missouri
$1.19M +$422K +8,714 +53%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$1.17M -$82.3K -1,700 -6%
GIA
110
Gladstone Institutional Advisory
Florida
$1.17M +$252K +5,204 +27%
PAG
111
Private Advisor Group
New Jersey
$1.11M -$129K -2,665 -10%
DWMG
112
DB Wealth Management Group
California
$1.11M -$9.59K -198 -0.8%
BIA
113
Biondo Investment Advisors
Pennsylvania
$1.07M +$29.8K +615 +3%
VIM
114
Vista Investment Management
Pennsylvania
$1.07M +$200K +4,138 +22%
SFO
115
Stokes Family Office
Louisiana
$1.06M +$21.5K +445 +2%
4WM
116
4J Wealth Management
Virginia
$1.01M +$27.4K +566 +3%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$1M +$622K +12,848 +155%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M +$889K +18,355 +656%
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$930K -$15.2K -314 -2%
TA
120
Townsend & Associates
Colorado
$901K -$509K -10,514 -36%
APA
121
American Portfolios Advisors
New York
$887K -$179K -3,690 -16%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$874K +$299K +6,177 +50%
BRWA
123
B. Riley Wealth Advisors
Florida
$850K -$110K -2,276 -11%
Goldman Sachs
124
Goldman Sachs
New York
$849K -$12.2M -252,437 -93%
MIH
125
Meitav Investment House
Israel
$832K +$849K +17,531 New

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.