iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
148 hedge funds and large institutions have $600M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
129% more call options, than puts
Call options by funds: $133K | Put options by funds: $58K
119% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 31
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
16% more funds holding
Funds holding: 128 → 148 (+20)
13% more capital invested
Capital invested by funds: $531M → $600M (+$69.3M)
2.98% more ownership
Funds ownership: 27.69% → 30.66% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
+$8.47M |
| 2 |
FMII
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
+$6.01M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.84M |
| 4 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$2.47M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$18.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.38M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$4.22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.69M |
| 5 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$3.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.24M | -24,252 | Closed |
|
|
CCA
152
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$306K | -5,992 | Closed |
|
|
BII
153
Bainco International Investors
Boston,
Massachusetts
| – | -$256K | -5,000 | Closed |
|
|
EWF
154
Epstein & White Financial
San Diego,
California
| – | -$216K | -4,266 | Closed |
|
|
FAAS
155
First Allied Advisory Services
San Diego,
California
| – | -$178K | -3,493 | Closed |
|
|
HS
156
Horan Securities
Cincinnati,
United States
| – | -$70K | -1,360 | Closed |
|
|
CAN
157
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$7K | -136 | Closed |
|
|
SMFS
158
Squar Milner Financial Services
Irvine,
California
| – | +$664 | +13 | New |
|
SLQD Hedge Fund Activity: Q4 2019 in Review
148 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2019, worth a combined $600M — up 13% from $531M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLQD positions and 10 closed out — a net gain of 20 holders — while 68 added to existing stakes and 31 trimmed.
The largest buyer was Smith & Howard Wealth Management, adding an estimated $8.47M. The largest seller was Mandatum Life Insurance Company, cutting an estimated $18.1M.
- 148 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2019, up from 128 in Q3 2019.
- Funds reported $600M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 30 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 10 closed out, a net change of +20 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Smith & Howard Wealth Management, an estimated $8.47M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2019 was Mandatum Life Insurance Company, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2019.