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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Biondo Investment Advisors
Pennsylvania
$1.28M -$249 -5 -0%
CPBTD
102
Central Pacific Bank - Trust Division
Hawaii
$1.18M +$20.7K +414 +2%
GSIAS
103
Garden State Investment Advisory Services
New Jersey
$1.17M -$848 -17 -0.1%
CPCP
104
Cedar Point Capital Partners
Iowa
$1.15M +$51.2K +1,027 +5%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$78.8K +1,580 +8%
BHWM
106
Beaird Harris Wealth Management
Texas
$1.09M +$1.08M +21,655 New
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$1.09M -$59.1K -1,185 -6%
CCAL
108
City Center Advisors LLC
Michigan
$1.08M +$9.43K +189 +0.9%
PCM
109
Prelude Capital Management
New York
$1.05M +$1.04M +20,850 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$1.04M
FA
111
FC Advisory
Pennsylvania
$973K +$14.1K +282 +1%
FIM
112
Freedom Investment Management
Connecticut
$940K -$214K -4,283 -19%
Corient Private Wealth
113
Corient Private Wealth
Florida
$912K -$802K -16,070 -47%
SFO
114
Stokes Family Office
Louisiana
$904K -$20.4K -408 -2%
MA
115
Mutual Advisors
Nebraska
$888K -$13.3K -267 -1%
FCM
116
Fortis Capital Management
Washington
$868K +$9.28K +186 +1%
MIA
117
MMBG Investment Advisors
Florida
$855K
OC
118
Oppenheimer & Co
New York
$832K -$368K -7,385 -31%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$831K +$196K +3,930 +31%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$831K -$3.69K -74 -0.4%
WFM
121
Wolff Financial Management
Michigan
$785K +$6.09K +122 +0.8%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$776K -$1.09M -21,911 -59%
SA
123
Strategic Advocates
Utah
$773K -$151K -3,036 -17%
4WM
124
4J Wealth Management
Virginia
$772K -$153K -3,059 -17%
SWM
125
Seed Wealth Management
Illinois
$759K

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.