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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$1.39M -$107K -2,210 -7%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$44.3K +916 +3%
WFM
103
Wolff Financial Management
Michigan
$1.35M -$487K -10,080 -26%
CWM
104
Comprehensive Wealth Management
Washington
$1.33M -$145K -2,989 -10%
Truist Financial
105
Truist Financial
North Carolina
$1.31M -$144K -2,978 -10%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$1.31M -26,999 -50%
LWM
107
Laidlaw Wealth Management
New York
$1.27M +$12.4K +257 +1%
CM
108
Crestline Management
Texas
$1.25M – – –
BlackRock
109
BlackRock
New York
$1.19M +$10.5K +217 +0.9%
SWM
110
Spire Wealth Management
Virginia
$1.17M -$857K -17,715 -42%
4WM
111
4J Wealth Management
Virginia
$1.16M – – –
DWMG
112
DB Wealth Management Group
California
$1.15M -$37K -766 -3%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$1.11M -$20.9K -433 -2%
TFA
114
TPG Financial Advisors
Oregon
$1.09M -$3.92M -81,066 -78%
SFO
115
Stokes Family Office
Louisiana
$1.08M +$4.84K +100 +0.4%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$1.06M +$26.3K +544 +3%
BIA
117
Biondo Investment Advisors
Pennsylvania
$1.06M -$19.1K -395 -2%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$1.03M +$247K +5,116 +32%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$997K +$1M +20,680 New
LTI
120
Laffer Tengler Investments
Tennessee
$952K -$209K -4,330 -18%
B
121
Barings
North Carolina
$920K – – –
DI
122
Disciplined Investments
Oklahoma
$888K +$31.4K +650 +4%
MA
123
Mutual Advisors
Nebraska
$849K +$851K +17,602 New
MIA
124
MMBG Investment Advisors
Florida
$819K – – –
MIH
125
Meitav Investment House
Israel
$809K -$71.6K -1,480 -8%
3 4
5
6 7

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.