SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$36.5M
2
WF
2
Williams Financial
Vermont
$18.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M
5
WA
5
Waverly Advisors
Alabama
$7.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$22.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$425K -$75.3K -1,529 -15%
NS
152
NBC Securities
Alabama
$414K -$137K -2,717 -25%
PWW
153
Pettyjohn Wood & White
Virginia
$413K +$2.46K +50 +0.6%
CIA
154
Concurrent Investment Advisors
Florida
$407K -$15.5K -314 -4%
BCM
155
Buckhead Capital Management
Georgia
$400K +$27.6K +560 +7%
FTUS
156
Flow Traders U.S.
New York
$387K +$13.1K +266 +3%
LI
157
LVZ Inc
Michigan
$356K -$6.1K -124 -2%
MCM
158
MidAtlantic Capital Management
Virginia
$349K -$1.58K -32 -0.4%
LA
159
LexAurum Advisors
Kansas
$333K -$25.2K -511 -7%
9WM
160
9258 Wealth Management
Ohio
$329K – – –
LFAS
161
Level Four Advisory Services
Texas
$326K – – –
FWIA
162
Fort Washington Investment Advisors
Ohio
$322K – – –
GWMR
163
GC Wealth Management RIA
Massachusetts
$321K +$81.1K +1,647 +34%
GM
164
GeoWealth Management
Illinois
$318K +$23.5K +478 +8%
CPIA
165
Cornell Pochily Investment Advisors
New York
$311K -$13.4K -272 -4%
BAM
166
Belpointe Asset Management
Nevada
$311K +$1.77K +36 +0.6%
FCA
167
Fortis Capital Advisors
Kansas
$311K +$1.77K +36 +0.6%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$308K – – –
MFG
169
Merit Financial Group
Georgia
$297K -$103K -2,094 -26%
WCG
170
Weaver Consulting Group
California
$290K -$39.6K -805 -12%
SPC
171
Sigma Planning Corp
Michigan
$289K +$289K +5,869 New
Citigroup
172
Citigroup
New York
$287K +$7.68K +156 +3%
BHB
173
Bank Hapoalim BM
Israel
$281K -$268K – –
CTA
174
Chesley Taft & Associates
Illinois
$281K +$281K +5,700 New
RWA
175
Redhawk Wealth Advisors
Minnesota
$280K +$49 +1 +0%
5 6
7
8 9