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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$819K +$87.6K +1,809 +12%
SF
127
Summit Financial
New Jersey
$809K -$29.3K -606 -3%
RHBC
128
R.H. Bluestein & Co
Michigan
$806K -$174K -3,600 -17%
MIA
129
MMBG Investment Advisors
Florida
$804K
JP Morgan Chase
130
JP Morgan Chase
New York
$782K -$900K -18,588 -53%
BWA
131
BDO Wealth Advisors
Florida
$735K
WP
132
Wealthspan Partners
Iowa
$726K +$314K +6,496 +74%
HI
133
Harbour Investments
Wisconsin
$716K
BFA
134
Beacon Financial Advisory
Ohio
$677K +$72.8K +1,503 +12%
DI
135
Disciplined Investments
Oklahoma
$668K -$9.54K -197 -1%
CPSC
136
Carl P. Sherr & Co
Massachusetts
$629K -$29K -600 -4%
CAWM
137
Capital Advisors Wealth Management
Washington
$607K +$10.3K +212 +2%
SFS
138
Security Financial Services
Indiana
$598K +$12.5K +259 +2%
OCM
139
One Capital Management
California
$594K -$4.79K -99 -0.8%
AIM
140
Alhambra Investment Management
Florida
$554K -$79.9K -1,650 -12%
BCA
141
Bray Capital Advisors
Florida
$554K
TLFA
142
True Link Financial Advisors
California
$546K +$557K +11,515 New
WCG
143
Weaver Consulting Group
California
$500K -$15.5K -321 -3%
UCFA
144
United Capital Financial Advisors
Texas
$494K +$24.9K +515 +5%
SC
145
Sierra Capital
Florida
$489K -$1.97M -40,727 -80%
FWIA
146
Fort Washington Investment Advisors
Ohio
$480K -$90.8K -1,875 -16%
FA
147
FC Advisory
Pennsylvania
$474K -$161K -3,333 -25%
OPS
148
Orion Portfolio Solutions
Nebraska
$474K +$484K +9,991 New
EWM
149
Endowment Wealth Management
Wisconsin
$473K +$47.9K +989 +11%
Creative Planning
150
Creative Planning
Kansas
$472K

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.