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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8%63.68% (+2.9%)

1% less funds holding

Funds holding: 245242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$933K +$20M +395,400 +1,782%
SFO
127
Stokes Family Office
Louisiana
$911K -$152 -3 -0%
PWMG
128
Private Wealth Management Group
New Jersey
$909K +$62.9K +1,243 +7%
FCM
129
Fortis Capital Management
Washington
$899K +$12.7K +251 +1%
GWMR
130
GC Wealth Management RIA
Massachusetts
$878K -$16.6K -329 -2%
GM
131
GeoWealth Management
Illinois
$878K -$16.6K -329 -2%
MIA
132
MMBG Investment Advisors
Florida
$862K
OWA
133
One Wealth Advisors
California
$803K -$7.74K -153 -1%
AWA
134
Arkadios Wealth Advisors
Georgia
$773K +$15.8K +312 +2%
SC
135
Summa Corp
Texas
$752K +$142K +2,800 +23%
IAS
136
Insigneo Advisory Services
Florida
$751K +$22.6K +447 +3%
4WM
137
4J Wealth Management
Virginia
$717K -$2.78K -55 -0.4%
KFG
138
Kelly Financial Group
Connecticut
$681K -$146K -2,894 -18%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$675K +$23.9K +472 +4%
AA
140
Advisory Alpha
Michigan
$662K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$658K -$25.4K -501 -4%
PA
142
Probity Advisors
Texas
$643K -$1.97K -39 -0.3%
PFS
143
Prospera Financial Services
Texas
$637K -$1.7M -33,562 -73%
AFG
144
Atomi Financial Group
New York
$628K -$207K -4,095 -25%
WFM
145
Wolff Financial Management
Michigan
$607K +$5.52K +109 +0.9%
P
146
Pitcairn
Pennsylvania
$594K
RWM
147
Rialto Wealth Management
New York
$590K -$607 -12 -0.1%
CPCP
148
Cedar Point Capital Partners
Iowa
$557K +$3.54K +70 +0.6%
SWM
149
Seed Wealth Management
Illinois
$513K -$99.4K -1,965 -16%
IAG
150
Investment Advisory Group
Massachusetts
$507K +$5.06K +100 +1%

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.