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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
One Wealth Advisors
California
$851K +$846K +16,928 New
AFG
127
Atomi Financial Group
New York
$839K +$203K +4,065 +32%
Corient Private Wealth
128
Corient Private Wealth
Florida
$835K -$803K -16,060 -49%
MA
129
Mutual Advisors
Nebraska
$828K -$63.1K -1,263 -7%
PWMG
130
Private Wealth Management Group
New Jersey
$804K +$93.8K +1,877 +13%
GM
131
GeoWealth Management
Illinois
$801K +$394K +7,888 +98%
GWMR
132
GC Wealth Management RIA
Massachusetts
$801K +$394K +7,889 +98%
FIM
133
Freedom Investment Management
Connecticut
$784K -$46.4K -929 -6%
4WM
134
4J Wealth Management
Virginia
$725K -$250 -5 -0%
EH
135
Equitable Holdings
New York
$714K +$504K +10,085 +246%
IAS
136
Insigneo Advisory Services
Florida
$703K +$698K +13,978 New
PA
137
Probity Advisors
Texas
$691K -$549K -10,982 -44%
IWC
138
Integrated Wealth Concepts
Massachusetts
$668K +$127K +2,551 +24%
AA
139
Advisory Alpha
Michigan
$656K
MIH
140
Meitav Investment House
Israel
$627K -$62.1K -1,243 -9%
AssetMark Inc
141
AssetMark Inc
California
$617K -$1.36M -27,164 -69%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$610K +$91.8K +1,838 +18%
AWA
143
Arkadios Wealth Advisors
Georgia
$606K -$10.6K -213 -2%
SWM
144
Seed Wealth Management
Illinois
$606K -$10.5K -210 -2%
SC
145
Summa Corp
Texas
$603K
OC
146
Oppenheimer & Co
New York
$602K -$116K -2,315 -16%
WFM
147
Wolff Financial Management
Michigan
$589K -$8.35K -167 -1%
P
148
Pitcairn
Pennsylvania
$587K +$584K +11,680 New
RWM
149
Rialto Wealth Management
New York
$584K -$5.45K -109 -0.9%
DI
150
Disciplined Investments
Oklahoma
$565K -$17.4K -349 -3%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.