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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$470K -$80.2K -1,656 -14%
GVAG
152
Great Valley Advisor Group
Delaware
$455K -$1.77M -36,499 -79%
BWM
153
Birchcreek Wealth Management
Ohio
$434K -$91.4K -1,887 -17%
IAG
154
Investment Advisory Group
Massachusetts
$429K
HKIMG
155
Hutchens & Kramer Investment Management Group
Indiana
$416K -$50.1K -1,034 -11%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K
9WM
157
9258 Wealth Management
Ohio
$402K -$130K -2,677 -24%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$398K
CPIA
159
Cornell Pochily Investment Advisors
New York
$398K +$1.6K +33 +0.4%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$397K +$32.8K +678 +9%
CA
161
CoreCap Advisors
Michigan
$392K +$148K +3,056 +59%
APA
162
Astoria Portfolio Advisors
New York
$384K -$152K -3,136 -28%
BCA
163
Bay Colony Advisors
Massachusetts
$381K +$21.6K +446 +6%
CIP
164
Chartwell Investment Partners
Pennsylvania
$375K
WWMSC
165
Wagner Wealth Management (South Carolina)
South Carolina
$365K +$11.4K +235 +3%
ACM
166
Ayrshire Capital Management
Connecticut
$337K -$64.2K -1,326 -16%
AWA
167
Arkadios Wealth Advisors
Georgia
$329K -$1.44M -29,829 -81%
TIA
168
Traphagen Investment Advisors
New Jersey
$323K -$11.9K -245 -5%
LA
169
LexAurum Advisors
Kansas
$304K +$968 +20 +0.3%
TDWM
170
Topel & Distasi Wealth Management
California
$304K +$309K +6,375 New
WFG
171
Wills Financial Group
Virginia
$300K -$332K -6,864 -52%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$300K +$4.26K +88 +1%
SBIA
173
Sheaff Brock Investment Advisors
Indiana
$284K
LFAS
174
Level Four Advisory Services
Texas
$283K
TFA
175
Teamwork Financial Advisors
Texas
$281K +$287K +5,932 New

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.