SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$16.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$26.4M
5
MM
5
Main Management
California
$6.23M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.67M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$49.5M
3
Macquarie Group
3
Macquarie Group
Australia
$1.75M
4
AWM
4
AE Wealth Management
Kansas
$11.4M
5
PA
5
Probity Advisors
Texas
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
126
Garden State Investment Advisory Services
New Jersey
$928K -$5.02K -102 -0.5%
SFO
127
Stokes Family Office
Louisiana
$902K -$203K -4,135 -18%
MA
128
Mutual Advisors
Nebraska
$901K +$34K +691 +4%
Comerica Bank
129
Comerica Bank
Texas
$891K +$222K +4,516 +33%
CPCP
130
Cedar Point Capital Partners
Iowa
$852K +$852K +17,325 New
SA
131
Strategic Advocates
Utah
$844K +$148K +3,010 +21%
MIA
132
MMBG Investment Advisors
Florida
$835K – – –
WFM
133
Wolff Financial Management
Michigan
$755K -$403K -8,194 -35%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$746K +$199K +4,036 +36%
AA
135
Advisory Alpha
Michigan
$715K +$715K +14,537 New
RCAG
136
Rehmann Capital Advisory Group
Michigan
$687K -$305K -6,201 -31%
DWA
137
Divergent Wealth Advisors
Utah
$672K – – –
FIA
138
Foundations Investment Advisors
Arizona
$666K -$12K -243 -2%
MIH
139
Meitav Investment House
Israel
$652K -$97.6K -1,986 -13%
NP
140
NorthRock Partners
Minnesota
$618K +$166K +3,364 +37%
SAM
141
Simplify Asset Management
Nevada
$598K -$1.55M -31,423 -72%
PBM
142
Propel Bio Management
California
$598K +$598K +12,148 New
SC
143
Summa Corp
Texas
$590K +$590K +12,000 New
NA
144
NewEdge Advisors
Louisiana
$586K +$1.13K +23 +0.2%
BRWA
145
B. Riley Wealth Advisors
Florida
$573K -$40.1K -816 -7%
NS
146
NBC Securities
Alabama
$538K -$471K -9,587 -47%
TIM
147
Tortoise Investment Management
New York
$535K -$44K -895 -8%
B
148
Barings
North Carolina
$534K – – –
TLFA
149
True Link Financial Advisors
California
$532K -$34.4K -700 -6%
PAG
150
Private Advisor Group
New Jersey
$521K +$47.3K +962 +10%
4 5
6
7 8