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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
101
Partners Capital Investment Group
Massachusetts
$1.41M -$9.89M -197,032 -88%
B
102
Barings
North Carolina
$1.39M +$983K +19,592 +249%
SPC
103
Sigma Planning Corp
Michigan
$1.32M +$136K +2,713 +12%
EH
104
Equitable Holdings
New York
$1.29M +$569K +11,344 +80%
BAM
105
Berkshire Asset Management
Pennsylvania
$1.26M -$49.9K -995 -4%
CSP
106
Cary Street Partners
Virginia
$1.23M -$5.12K -102 -0.4%
GSIAS
107
Garden State Investment Advisory Services
New Jersey
$1.22M -$8.23K -164 -0.7%
CCAL
108
City Center Advisors LLC
Michigan
$1.21M -$86.5K -1,723 -7%
CPBTD
109
Central Pacific Bank - Trust Division
Hawaii
$1.19M
AFP
110
Alpha Financial Partners
Kentucky
$1.15M +$1.14M +22,694 New
WFAG
111
Wescott Financial Advisory Group
Pennsylvania
$1.14M -$37.1K -739 -3%
PWG
112
Private Wealth Group
Florida
$1.13M -$349K -6,952 -24%
Corient Private Wealth
113
Corient Private Wealth
Florida
$1.12M +$280K +5,587 +34%
CA
114
Clune & Associates
Illinois
$1.1M -$14.1K -281 -1%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$1.09M
PP
116
PrairieView Partners
Minnesota
$1.06M -$66.7K -1,328 -6%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.01M -$46.1K -919 -4%
IIA
118
IPG Investment Advisors
California
$1.01M -$347K -6,912 -26%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$1.01M -$36.8K -734 -4%
MA
120
Mutual Advisors
Nebraska
$1,000K +$168K +3,352 +20%
FA
121
FC Advisory
Pennsylvania
$992K +$5.42K +108 +0.6%
SFO
122
Stokes Family Office
Louisiana
$906K
GWMR
123
GC Wealth Management RIA
Massachusetts
$890K +$83.8K +1,669 +10%
GM
124
GeoWealth Management
Illinois
$890K +$83.8K +1,669 +10%
FCM
125
Fortis Capital Management
Washington
$882K +$5.02K +100 +0.6%

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.