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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
126
Divergent Wealth Advisors
Utah
$723K -$1.31M -27,101 -64%
UCFA
127
United Capital Financial Advisors
Texas
$701K +$7.93K +164 +1%
JP Morgan Chase
128
JP Morgan Chase
New York
$626K – – –
NW
129
NewEdge Wealth
Pennsylvania
$608K +$610K +12,613 New
BWA
130
BDO Wealth Advisors
Florida
$594K -$7.25K -150 -1%
TIM
131
Tortoise Investment Management
New York
$576K -$37.4K -774 -6%
BRWA
132
B. Riley Wealth Advisors
Florida
$574K -$266K -5,511 -32%
BFA
133
Beacon Financial Advisory
Ohio
$564K +$145 +3 +0%
TLFA
134
True Link Financial Advisors
California
$555K – – –
FIA
135
Foundations Investment Advisors
Arizona
$535K +$211K +4,368 +65%
RIA
136
Regal Investment Advisors
Michigan
$517K +$7.64K +158 +1%
WP
137
WealthSource Partners
California
$496K +$497K +10,286 New
PAG
138
Private Advisor Group
New Jersey
$491K -$426K -8,800 -46%
MCI
139
MRP Capital Investments
Georgia
$479K -$6.77K -140 -1%
CPSC
140
Carl P. Sherr & Co
Massachusetts
$467K -$36.2K -749 -7%
EH
141
Equitable Holdings
New York
$458K +$459K +9,491 New
IAG
142
Investment Advisory Group
Massachusetts
$446K – – –
PWW
143
Pettyjohn Wood & White
Virginia
$421K -$239K -4,945 -36%
TIA
144
Traphagen Investment Advisors
New Jersey
$392K -$3.38K -70 -2%
BCA
145
Bay Colony Advisors
Massachusetts
$386K -$6.09K -126 -2%
BWM
146
Bulltick Wealth Management
Florida
$381K -$1.24M -25,617 -76%
CPIA
147
Cornell Pochily Investment Advisors
New York
$375K +$1.93K +40 +0.5%
WP
148
Wealthspan Partners
Iowa
$364K -$2.95K -61 -0.8%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$364K -$3.58K -74 -1%
DE
150
Day & Ennis
Georgia
$352K – – –
4 5
6
7 8

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.