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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

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

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213 → 213 (0)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

2.41% less ownership

Funds ownership: 43.01% → 40.6% (-2.4%)

Holders
213
Holders Change
–
Holders Change %
0%
% of All Funds
3.71%
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$34.6M
2
Jane Street
Jane Street
New York
+$22.9M
3
MFM
MD Financial Management
Ontario, Canada
+$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.4M
5
AWM
AE Wealth Management
Kansas
+$6.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$38.7M
2
FRBONY
Federal Reserve Bank of New York
New York
-$38.7M
3
BS
Banco Santander
Spain
-$6.98M
4
First Trust Advisors
First Trust Advisors
Illinois
-$6.25M
5
BBHBI
B, B, H, & B Inc
Alabama
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$567K +$299K +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 +$47.3K +912 +13%
RWA
143
Redhawk Wealth Advisors
Minnesota
$362K +$16.7K +323 +5%
BWM
144
Birchcreek Wealth Management
Ohio
$361K +$1.81K +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 – – –
4 5
6
7 8

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.