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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
126
9258 Wealth Management
Ohio
$613K +$161K +3,108 +36%
WFG
127
Wills Financial Group
Virginia
$570K -$7.51K -145 -1%
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$556K +$107K +2,068 +24%
RSWM
129
Robertson Stephens Wealth Management
California
$555K -$296K -5,717 -35%
UCFA
130
United Capital Financial Advisors
Texas
$552K -$54.9K -1,060 -9%
BFA
131
Beacon Financial Advisory
Ohio
$543K -$11.6K -224 -2%
ACM
132
Ayrshire Capital Management
Connecticut
$541K +$1.92K +37 +0.4%
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$539K -$171K -3,308 -24%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$533K
CCA
135
Childress Capital Advisors
Texas
$513K
RWP
136
Ridgecrest Wealth Partners
California
$509K +$10.4K +200 +2%
CPIA
137
Cornell Pochily Investment Advisors
New York
$503K +$97.4K +1,881 +24%
GA
138
GFS Advisors
Texas
$496K +$497K +9,600 New
WCG
139
Weaver Consulting Group
California
$482K -$59.3K -1,146 -11%
AIC
140
Ameritas Investment Company
Nebraska
$474K +$475K +9,176 New
AWA
141
Arkadios Wealth Advisors
Georgia
$445K +$280K +5,416 +169%
BWM
142
Birchcreek Wealth Management
Ohio
$432K +$72.6K +1,402 +20%
ASN
143
Advisory Services Network
Georgia
$426K -$1.46M -28,222 -77%
Lido Advisors
144
Lido Advisors
California
$426K -$32.1K -620 -7%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$417K -$182K -3,524 -30%
CIP
146
Chartwell Investment Partners
Pennsylvania
$409K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$399K +$187K +3,602 +87%
DI
148
Disciplined Investments
Oklahoma
$395K -$31.7K -613 -7%
SC
149
Sierra Capital
Florida
$391K +$71.2K +1,375 +22%
RWA
150
Redhawk Wealth Advisors
Minnesota
$372K +$11.7K +226 +3%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.