SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

213 hedge funds and large institutions have $1.05B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
29
Increased
92
Reduced
62
Closed
20
Calls
$179K
Puts
$651K
Net Calls
-$472K
Net Calls Change
-$741K

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
$25.8M
2
Jane Street
Jane Street
New York
$13.1M
3
MWM
Moulton Wealth Management
Washington
$8M
4
UBS Group
UBS Group
Switzerland
$37.7M
5
WIA
World Investment Advisors
California
$33.5M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$1.27M
2
CS
Credit Suisse
Switzerland
$0
3
BS
Banco Santander
Spain
$6.98M
4
MWM
Mattern Wealth Management
Kansas
$1.11M
5
First Trust Advisors
First Trust Advisors
Illinois
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Beacon Financial Advisory
Ohio
$554K -$220K -4,240 -28%
RSWM
127
Robertson Stephens Wealth Management
California
$543K +$265K +5,130 +95%
CWMU
128
Caliber Wealth Management (Utah)
Utah
$542K – – –
HSBC Holdings
129
HSBC Holdings
United Kingdom
$534K – – –
KCM
130
Karp Capital Management
California
$524K +$153K +2,963 +41%
CCA
131
Childress Capital Advisors
Texas
$514K +$514K +9,936 New
BRWA
132
B. Riley Wealth Advisors
Florida
$483K +$197K +3,791 +69%
Lido Advisors
133
Lido Advisors
California
$467K -$29.8K -576 -6%
MAFM
134
Mid Atlantic Financial Management
Pennsylvania
$450K -$12K -232 -3%
CIP
135
Chartwell Investment Partners
Pennsylvania
$410K -$94.1K -1,816 -19%
WANY
136
Wealthspire Advisors (New York)
New York
$387K +$387K +7,465 New
SWMG
137
Strategic Wealth Management Group
Maryland
$387K +$387K +7,465 New
Deutsche Bank
138
Deutsche Bank
Germany
$363K -$124K -2,392 -25%
SIM
139
Stratos Investment Management
Ohio
$362K -$45.6K -880 -11%
CPIA
140
Cornell Pochily Investment Advisors
New York
$360K +$162K +3,126 +82%
BWM
141
Birchcreek Wealth Management
Ohio
$358K -$97K -1,875 -21%
LFF
142
Level Four Financial
Texas
$346K – – –
RWA
143
Redhawk Wealth Advisors
Minnesota
$345K -$215K -4,150 -38%
TCWM
144
Total Clarity Wealth Management
Illinois
$345K +$23.3K +450 +7%
BAM
145
Belpointe Asset Management
Nevada
$338K -$83.1K -1,602 -20%
DI
146
Disciplined Investments
Oklahoma
$337K -$6.16K -119 -2%
Renaissance Technologies
147
Renaissance Technologies
New York
$329K -$3.16M -60,855 -91%
DP
148
Dearborn Partners
Illinois
$329K – – –
SC
149
Sierra Capital
Florida
$323K +$323K +6,240 New
RIG
150
Roosevelt Investment Group
New York
$322K -$10.3K -199 -3%
4 5
6
7 8