We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $1.51B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 242253 (+11)

1.06% more ownership

Funds ownership: 63.68%64.74% (+1.1%)

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20.2M)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
27
Increased
91
Reduced
91
Closed
14
Calls
$63K
Puts
$1.4M
Net Calls
-$1.33M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
B
126
Barings
North Carolina
$926K -$185K -3,640 -17%
FCM
127
Fortis Capital Management
Washington
$903K +$6.19K +122 +0.7%
MIA
128
MMBG Investment Advisors
Florida
$860K
SFO
129
Stokes Family Office
Louisiana
$840K -$68.8K -1,355 -8%
MF
130
Montis Financial
Massachusetts
$826K -$308K -6,079 -27%
GWMR
131
GC Wealth Management RIA
Massachusetts
$819K -$56.4K -1,111 -6%
GM
132
GeoWealth Management
Illinois
$819K -$56.4K -1,111 -6%
VT
133
Vise Technologies
New York
$753K +$344K +6,777 +84%
SC
134
Summa Corp
Texas
$750K
IAS
135
Insigneo Advisory Services
Florida
$730K -$19.3K -380 -3%
AssetMark Inc
136
AssetMark Inc
California
$703K -$4.84M -95,284 -87%
CFG
137
Citizens Financial Group
Rhode Island
$696K +$409K +8,056 +142%
4WM
138
4J Wealth Management
Virginia
$693K -$21.8K -430 -3%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$676K +$3.1K +61 +0.5%
AA
140
Advisory Alpha
Michigan
$661K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$655K -$812 -16 -0.1%
PA
142
Probity Advisors
Texas
$642K
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$630K +$631K +12,428 New
AFG
144
Atomi Financial Group
New York
$627K +$203 +4 +0%
KFG
145
Kelly Financial Group
Connecticut
$620K -$59.8K -1,178 -9%
PFS
146
Prospera Financial Services
Texas
$613K -$22.7K -448 -4%
PWA
147
Pitcairn Wealth Advisors
Pennsylvania
$592K +$593K +11,680 New
RWM
148
Rialto Wealth Management
New York
$586K -$2.13K -42 -0.4%
WFM
149
Wolff Financial Management
Michigan
$571K -$34.3K -675 -6%
ACM
150
Advisors Capital Management
New Jersey
$571K +$344K +6,781 +152%