iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
3% more funds holding
Funds holding: 148 → 153 (+5)
1.69% more ownership
Funds ownership: 30.66% → 32.35% (+1.7%)
3% more capital invested
Capital invested by funds: $600M → $620M (+$19.9M)
2% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 57
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
13% less call options, than puts
Call options by funds: $46K | Put options by funds: $53K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$51.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.88M |
| 3 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$7.81M |
| 4 |
BlackRock
New York
|
+$7.12M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.7M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$8.98M |
| 3 |
Morgan Stanley
New York
|
-$6.93M |
| 4 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
-$6.67M |
| 5 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$4.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
William Blair & Company
Chicago,
Illinois
| $3K | – | – | – |
|
|
SFG
152
Sowa Financial Group
Lincoln,
Rhode Island
| $2K | – | – | – |
|
|
SL
153
Systelligence LLC
Bloomington,
Minnesota
| – | -$2.94M | -57,684 | Closed |
|
|
OMC
154
Old Mission Capital
Chicago,
Illinois
| – | -$2.2M | -43,179 | Closed |
|
|
RHBC
155
R.H. Bluestein & Co
Birmingham,
Michigan
| – | -$1.21M | -23,725 | Closed |
|
|
PVH
156
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$790K | -15,473 | Closed |
|
|
RSWM
157
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$569K | -11,162 | Closed |
|
|
AL
158
Aspiriant LLC
Los Angeles,
California
| – | -$477K | -9,332 | Closed |
|
|
TIM
159
Thompson Investment Management
Madison,
Wisconsin
| – | -$448K | -8,780 | Closed |
|
|
BCA
160
Bay Colony Advisors
Concord,
Massachusetts
| – | -$342K | -6,686 | Closed |
|
|
CWM
161
Chicago Wealth Management
Chicago,
Illinois
| – | -$271K | -5,317 | Closed |
|
|
PAS
162
Partnervest Advisory Services
Santa Barbara,
California
| – | -$204K | -4,000 | Closed |
|
SLQD Hedge Fund Activity: Q1 2020 in Review
153 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2020, worth a combined $620M — up 3.3% from $600M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SLQD positions and 10 closed out — a net gain of 8 holders — while 56 added to existing stakes and 57 trimmed.
The largest buyer was Jane Street, adding an estimated $51.5M. The largest seller was Ameriprise, cutting an estimated $13.7M.
- 153 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2020, up from 148 in Q4 2019.
- Funds reported $620M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2020, up 3.3% quarter-over-quarter.
- 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 10 closed out, a net change of +8 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $51.5M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Ameriprise, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2020.