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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
101
IPG Investment Advisors
California
$1.35M -$32.8K -656 -2%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.35M +$1.05M +21,053 +368%
BAM
103
Berkshire Asset Management
Pennsylvania
$1.3M -$59.6K -1,193 -4%
CCAL
104
City Center Advisors LLC
Michigan
$1.29M +$70.2K +1,404 +6%
CSP
105
Cary Street Partners
Virginia
$1.23M -$188K -3,767 -13%
GSIAS
106
Garden State Investment Advisory Services
New Jersey
$1.22M +$33.3K +667 +3%
KFG
107
Kelly Financial Group
Connecticut
$1.22M -$531K -10,631 -31%
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$1.18M -$1.75K -35 -0.1%
SPC
109
Sigma Planning Corp
Michigan
$1.18M +$180K +3,595 +18%
WFAG
110
Wescott Financial Advisory Group
Pennsylvania
$1.17M -$51.3K -1,027 -4%
CPCP
111
Cedar Point Capital Partners
Iowa
$1.15M +$2.55K +51 +0.2%
PP
112
PrairieView Partners
Minnesota
$1.12M -$344K -6,889 -24%
CA
113
Clune & Associates
Illinois
$1.1M +$400 +8 +0%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.08M +$101K +2,021 +10%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$1.05M +$246K +4,930 +31%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.05M +$207K +4,140 +25%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$1.04M +$63.6K +1,273 +7%
BCA
118
Bay Colony Advisors
Massachusetts
$1.02M -$3.7K -74 -0.4%
PFS
119
Prospera Financial Services
Texas
$992K +$986K +19,736 New
FA
120
FC Advisory
Pennsylvania
$981K +$3.4K +68 +0.3%
JWM
121
JGP Wealth Management
Oregon
$971K +$65.9K +1,319 +7%
SFO
122
Stokes Family Office
Louisiana
$901K
IA
123
IFP Advisors
Florida
$895K +$889K +17,797 New
FCM
124
Fortis Capital Management
Washington
$871K -$4.2K -84 -0.5%
MIA
125
MMBG Investment Advisors
Florida
$853K

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.