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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $448K | Put options by funds: $124K

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $620M → $687M (+$67.2M)

10% more funds holding

Funds holding: 153168 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.67% less ownership

Funds ownership: 32.35%31.68% (-0.67%)

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bray Capital Advisors
Florida
$242K
ATPW
127
Ashton Thomas Private Wealth
Arizona
$235K
RHBC
128
R.H. Bluestein & Co
Michigan
$230K +$227K +4,410 New
LA
129
LexAurum Advisors
Kansas
$223K +$103 +2 +0%
AA
130
Alesco Advisors
New York
$223K +$220K +4,280 New
NGA
131
Naples Global Advisors
Florida
$219K -$2.57K -50 -1%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$187K -$46.8K -910 -20%
GWM
133
Geneos Wealth Management
Colorado
$166K +$105K +2,040 +175%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$165K +$163K +3,175 New
AF
135
Allworth Financial
California
$133K -$25.1K -488 -16%
FCM
136
Firestone Capital Management
Florida
$106K
APA
137
American Portfolios Advisors
New York
$99.5K -$330K -6,415 -77%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$97K -$4.27K -83 -4%
Citigroup
139
Citigroup
New York
$95K +$15.7K +305 +20%
BCM
140
Bourgeon Capital Management
Connecticut
$89K
HS
141
Horan Securities
United States
$71K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$67K +$61.4K +1,194 +1,171%
BI
143
Bramshill Investments
Florida
$63K -$3.42M -66,471 -98%
VFA
144
Valeo Financial Advisors
Indiana
$57K
IA
145
IFP Advisors
Florida
$51K -$44.4K -862 -47%
IA
146
IndexIQ Advisors
New York
$47K -$179K -3,475 -79%
EIP
147
Ellis Investment Partners
Pennsylvania
$47K +$103 +2 +0.2%
CAN
148
Cetera Advisor Networks
California
$47K +$46.5K +904 New
CB
149
Community Bank
New York
$44K -$514 -10 -1%
CCMIC
150
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$43K -$4.73K -92 -10%

SLQD Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2020, worth a combined $687M — up 11% from $620M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLQD positions and 25 closed out — a net gain of 16 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $54.9M.

  • 168 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2020, up from 153 in Q1 2020.
  • Funds reported $687M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 25 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $28.9M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $54.9M sold.

Based on aggregated 13F filings for Q2 2020.