SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$16.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$26.4M
5
MM
5
Main Management
California
$6.23M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.67M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$49.5M
3
Macquarie Group
3
Macquarie Group
Australia
$1.75M
4
AWM
4
AE Wealth Management
Kansas
$11.4M
5
PA
5
Probity Advisors
Texas
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$499K -$257K -5,231 -34%
TFA
152
TPG Financial Advisors
Oregon
$492K -$12.8K -261 -3%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$490K +$222K +4,522 +83%
EH
154
Equitable Holdings
New York
$489K +$3.84K +78 +0.8%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$488K +$476K +9,679 +4,050%
RIA
156
Regal Investment Advisors
Michigan
$486K -$34.9K -710 -7%
IAG
157
Investment Advisory Group
Massachusetts
$455K – – –
HPM
158
Hoxton Planning & Management
West Virginia
$445K -$344K -6,992 -44%
CIA
159
Concurrent Investment Advisors
Florida
$422K +$422K +8,575 New
PWW
160
Pettyjohn Wood & White
Virginia
$410K -$19.7K -400 -5%
FA
161
FC Advisory
Pennsylvania
$407K +$95K +1,931 +30%
MFG
162
Merit Financial Group
Georgia
$401K +$401K +8,154 New
MCM
163
MidAtlantic Capital Management
Virginia
$388K +$388K +7,121 New
TIA
164
Traphagen Investment Advisors
New Jersey
$387K -$8.56K -174 -2%
IWC
165
Integrated Wealth Concepts
Massachusetts
$383K +$10.8K +220 +3%
FTUS
166
Flow Traders U.S.
New York
$374K +$374K +7,603 New
BCM
167
Buckhead Capital Management
Georgia
$372K -$5.41K -110 -1%
FCM
168
Fortis Capital Management
Washington
$368K +$368K +7,485 New
LI
169
LVZ Inc
Michigan
$362K -$25.7K -522 -7%
DE
170
Day & Ennis
Georgia
$360K – – –
LA
171
LexAurum Advisors
Kansas
$358K -$87.5K -1,779 -20%
UCFA
172
United Capital Financial Advisors
Texas
$335K -$285K -5,802 -46%
WCG
173
Weaver Consulting Group
California
$330K -$6.54K -133 -2%
9WM
174
9258 Wealth Management
Ohio
$329K – – –
LFAS
175
Level Four Advisory Services
Texas
$326K -$6.15K -125 -2%
5 6
7
8 9