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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
Valmark Advisers
Ohio
$316K +$31.3K +604 +11%
IP
152
Intellectus Partners
California
$316K +$36.3K +700 +13%
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$311K
RIG
154
Roosevelt Investment Group
New York
$306K -$17K -327 -5%
EIA
155
Eldridge Investment Advisors
New Hampshire
$304K
SIM
156
Stratos Investment Management
Ohio
$302K -$60.1K -1,160 -17%
Franklin Resources
157
Franklin Resources
California
$301K
CWS
158
Cypress Wealth Services
California
$275K +$275K +5,298 New
LA
159
LexAurum Advisors
Kansas
$270K +$2.64K +51 +1%
SIAM
160
Sterling Investment Advisors (Missouri)
Missouri
$267K +$1.04K +20 +0.4%
SS
161
Sunbelt Securities
Texas
$264K +$10.1K +195 +4%
TCWM
162
Total Clarity Wealth Management
Illinois
$262K -$83.2K -1,605 -24%
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$262K -$259 -5 -0.1%
BRWA
164
B. Riley Wealth Advisors
Florida
$260K -$223K -4,304 -46%
WWMSC
165
Wagner Wealth Management (South Carolina)
South Carolina
$256K +$9.49K +183 +4%
BCA
166
Bray Capital Advisors
Florida
$238K -$3.01K -58 -1%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$234K
HL
168
HeadInvest LLC
Maine
$231K -$1.04K -20 -0.4%
CWMU
169
Caliber Wealth Management (Utah)
Utah
$229K -$314K -6,047 -58%
KCM
170
Karp Capital Management
California
$220K -$305K -5,879 -58%
NGA
171
Naples Global Advisors
Florida
$219K +$6.38K +123 +3%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$214K +$17.5K +338 +9%
Citigroup
173
Citigroup
New York
$211K +$7.99K +154 +4%
AF
174
Allworth Financial
California
$184K
AWA
175
Arkadios Wealth Advisors
Georgia
$165K +$131K +2,519 +370%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.