iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
205 hedge funds and large institutions have $959M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 11 closing their positions.
227% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 11
60% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 55
34% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $801K
18% more capital invested
Capital invested by funds: $814M → $959M (+$145M)
13% more funds holding
Funds holding: 182 → 205 (+23)
4.34% more ownership
Funds ownership: 40.74% → 45.07% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$22.4M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$13M |
| 3 |
SRC
Shufro Rose & Co
New York
|
+$9.04M |
| 4 |
Morgan Stanley
New York
|
+$8.63M |
| 5 |
FMII
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWG
Seven Springs Wealth Group
Brentwood,
Tennessee
|
-$21.6M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$10.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.05M |
| 4 |
LB
Leo Brokerage
Hurst,
Texas
|
-$5.6M |
| 5 |
BlackRock
New York
|
-$5.29M |
SLQD Hedge Fund Activity: Q4 2020 in Review
205 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2020, worth a combined $959M — up 18% from $814M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SLQD positions and 11 closed out — a net gain of 25 holders — while 88 added to existing stakes and 55 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $22.4M. The largest seller was Seven Springs Wealth Group, cutting an estimated $21.6M.
- 205 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2020, up from 182 in Q3 2020.
- Funds reported $959M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 36 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 11 closed out, a net change of +25 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was HighTower Advisors, an estimated $22.4M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Seven Springs Wealth Group, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2020.