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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
MMBG Investment Advisors
Florida
$858K
PWMG
127
Private Wealth Management Group
New Jersey
$842K +$32.9K +655 +4%
AFG
128
Atomi Financial Group
New York
$833K -$12K -239 -1%
KFG
129
Kelly Financial Group
Connecticut
$824K -$395K -7,873 -33%
OWA
130
One Wealth Advisors
California
$807K -$49.2K -980 -6%
AWA
131
Arkadios Wealth Advisors
Georgia
$754K +$143K +2,840 +24%
IWC
132
Integrated Wealth Concepts
Massachusetts
$742K +$69.3K +1,381 +10%
IAS
133
Insigneo Advisory Services
Florida
$725K +$18K +359 +3%
4WM
134
4J Wealth Management
Virginia
$716K -$12.9K -257 -2%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$680K -$374K -7,456 -36%
AA
136
Advisory Alpha
Michigan
$660K
CIBC World Market
137
CIBC World Market
Ontario, Canada
$648K +$33.7K +671 +6%
PA
138
Probity Advisors
Texas
$642K -$53K -1,055 -8%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$615K +$610K +12,153 New
SWM
140
Seed Wealth Management
Illinois
$610K
FIM
141
Freedom Investment Management
Connecticut
$608K -$180K -3,582 -23%
SC
142
Summa Corp
Texas
$607K
WFM
143
Wolff Financial Management
Michigan
$598K +$5.27K +105 +0.9%
OC
144
Oppenheimer & Co
New York
$597K -$8.53K -170 -1%
P
145
Pitcairn
Pennsylvania
$591K
RWM
146
Rialto Wealth Management
New York
$588K
DI
147
Disciplined Investments
Oklahoma
$570K +$1K +20 +0.2%
CPCP
148
Cedar Point Capital Partners
Iowa
$550K -$598K -11,911 -52%
RA
149
RFG Advisory
Alabama
$532K +$527K +10,507 New
HPM
150
Hoxton Planning & Management
West Virginia
$520K -$21.9K -436 -4%

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.