SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.72%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
126
Pinnacle Financial Partners
Tennessee
$567K +$298K +5,761 +111%
PWA
127
Pinnacle Wealth Advisors
Tennessee
$567K +$567K +10,945 New
NB
128
Nicolet Bankshares
Wisconsin
$561K
BFA
129
Beacon Financial Advisory
Ohio
$556K +$1.61K +31 +0.3%
WCG
130
Weaver Consulting Group
California
$543K -$40.3K -778 -7%
ACM
131
Ayrshire Capital Management
Connecticut
$541K -$44.5K -858 -8%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$535K
CCA
133
Childress Capital Advisors
Texas
$514K
SC
134
Scotia Capital
Ontario, Canada
$510K +$268K +5,171 +111%
RWP
135
Ridgecrest Wealth Partners
California
$500K +$192K +3,700 +62%
NA
136
NewEdge Advisors
Louisiana
$465K -$665K -12,819 -59%
Lido Advisors
137
Lido Advisors
California
$460K -$7.47K -144 -2%
9WM
138
9258 Wealth Management
Ohio
$454K +$454K +8,751 New
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$451K +$104 +2 +0%
DI
140
Disciplined Investments
Oklahoma
$428K +$90.1K +1,737 +27%
CIP
141
Chartwell Investment Partners
Pennsylvania
$410K
CPIA
142
Cornell Pochily Investment Advisors
New York
$407K +$47.2K +912 +13%
RWA
143
Redhawk Wealth Advisors
Minnesota
$362K +$16.8K +323 +5%
BWM
144
Birchcreek Wealth Management
Ohio
$361K +$1.82K +35 +0.5%
MWM
145
Mattern Wealth Management
Kansas
$351K -$761K -14,685 -68%
LFF
146
Level Four Financial
Texas
$346K
BAM
147
Belpointe Asset Management
Nevada
$338K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K +$43.3K +835 +15%
DP
149
Dearborn Partners
Illinois
$330K
SC
150
Sierra Capital
Florida
$323K