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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
151
Pittenger & Anderson Inc
Nebraska
$367K +$368K +7,111 New
CA
152
Cetera Advisors
Colorado
$350K +$351K +6,782 New
LFF
153
Level Four Financial
Texas
$345K
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K
VA
155
Valmark Advisers
Ohio
$315K
SBIA
156
Sheaff Brock Investment Advisors
Indiana
$310K
BCA
157
Bay Colony Advisors
Massachusetts
$310K +$310K +5,991 New
Franklin Resources
158
Franklin Resources
California
$307K +$6.47K +125 +2%
SIM
159
Stratos Investment Management
Ohio
$305K +$3.94K +76 +1%
EIA
160
Eldridge Investment Advisors
New Hampshire
$304K
RIG
161
Roosevelt Investment Group
New York
$299K -$6.27K -121 -2%
BAM
162
Belpointe Asset Management
Nevada
$296K -$41.4K -800 -12%
SIAM
163
Sterling Investment Advisors (Missouri)
Missouri
$267K +$984 +19 +0.4%
WWMSC
164
Wagner Wealth Management (South Carolina)
South Carolina
$267K +$13.1K +252 +5%
SS
165
Sunbelt Securities
Texas
$264K
LA
166
LexAurum Advisors
Kansas
$263K -$6.16K -119 -2%
TCWM
167
Total Clarity Wealth Management
Illinois
$262K
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$262K +$777 +15 +0.3%
Citigroup
169
Citigroup
New York
$260K +$50.4K +973 +24%
IP
170
Intellectus Partners
California
$255K -$60.3K -1,165 -19%
BCA
171
Bray Capital Advisors
Florida
$237K
AF
172
Allworth Financial
California
$235K +$50.9K +982 +28%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$233K
MWM
174
Mattern Wealth Management
Kansas
$233K -$117K -2,256 -33%
HL
175
HeadInvest LLC
Maine
$230K

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.