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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
MMBG Investment Advisors
Florida
$835K
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$815K +$50K +1,019 +7%
WFM
128
Wolff Financial Management
Michigan
$760K +$981 +20 +0.1%
SWM
129
Seed Wealth Management
Illinois
$742K +$739K +15,060 New
BCI
130
Brinker Capital Investments
Pennsylvania
$735K -$2.38M -48,549 -76%
OPS
131
Orion Portfolio Solutions
Nebraska
$735K -$2.38M -48,549 -76%
FIA
132
Foundations Investment Advisors
Arizona
$674K -$30.3K -618 -4%
AWM
133
AE Wealth Management
Kansas
$669K +$667K +13,591 New
AWS
134
Atria Wealth Solutions
New York
$651K -$4.34M -88,528 -87%
AA
135
Advisory Alpha
Michigan
$642K -$21.1K -431 -3%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$618K -$32.4K -660 -5%
MIH
137
Meitav Investment House
Israel
$610K -$14.2K -290 -2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$597K -$98 -2 -0%
SC
139
Summa Corp
Texas
$591K
HPM
140
Hoxton Planning & Management
West Virginia
$549K +$88.9K +1,812 +19%
AWMS
141
Advocacy Wealth Management Services
Georgia
$549K -$878K -17,900 -62%
PWMG
142
Private Wealth Management Group
New Jersey
$539K +$28.9K +589 +6%
TIM
143
Tortoise Investment Management
New York
$536K -$39.2K -800 -7%
JWM
144
JGP Wealth Management
Oregon
$529K +$527K +10,749 New
AWA
145
Arkadios Wealth Advisors
Georgia
$512K +$510K +10,401 New
BRWA
146
B. Riley Wealth Advisors
Florida
$491K -$123K -2,498 -20%
IWC
147
Integrated Wealth Concepts
Massachusetts
$491K +$59K +1,203 +14%
IAG
148
Investment Advisory Group
Massachusetts
$477K +$1.47K +30 +0.3%
PCIA
149
Prime Capital Investment Advisors
Kansas
$464K -$178K -3,627 -28%
CIA
150
Concurrent Investment Advisors
Florida
$438K +$31.5K +642 +8%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.