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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$1.42M +$38K +774 +3%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.41M -$1.48M -30,235 -51%
Truist Financial
103
Truist Financial
North Carolina
$1.37M +$119K +2,428 +10%
LCAM
104
London & Capital Asset Management
United Kingdom
$1.32M
AFG
105
Atomi Financial Group
New York
$1.29M -$116K -2,365 -8%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$1.29M -$29.8K -607 -2%
BIA
107
Biondo Investment Advisors
Pennsylvania
$1.25M +$44.4K +905 +4%
OC
108
Oppenheimer & Co
New York
$1.18M -$33K -672 -3%
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$1.15M +$151K +3,088 +15%
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$1.14M
FIM
111
Freedom Investment Management
Connecticut
$1.13M -$110K -2,241 -9%
CPCP
112
Cedar Point Capital Partners
Iowa
$1.07M +$209K +4,255 +24%
KAS
113
Kestra Advisory Services
Texas
$1.07M -$123K -2,511 -10%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.06M -$107K -2,185 -10%
CCAL
115
City Center Advisors LLC
Michigan
$1.04M
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$96.7K +1,972 +10%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$1.02M
FTUS
118
Flow Traders U.S.
New York
$987K +$597K +12,163 +155%
FA
119
FC Advisory
Pennsylvania
$937K +$507K +10,329 +119%
4WM
120
4J Wealth Management
Virginia
$905K -$77.5K -1,580 -8%
SA
121
Strategic Advocates
Utah
$904K +$20.9K +426 +2%
SFO
122
Stokes Family Office
Louisiana
$903K
MA
123
Mutual Advisors
Nebraska
$896K -$63.9K -1,303 -7%
DI
124
Disciplined Investments
Oklahoma
$849K +$245 +5 +0%
FCM
125
Fortis Capital Management
Washington
$839K +$11.1K +226 +1%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.