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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
TPG Financial Advisors
Oregon
$435K +$433K +8,827 New
BHB
152
Bank Hapoalim BM
Israel
$424K
BCM
153
Buckhead Capital Management
Georgia
$415K +$14.8K +301 +4%
PWW
154
Pettyjohn Wood & White
Virginia
$400K -$13.2K -270 -3%
B
155
Barings
North Carolina
$388K -$146K -2,970 -27%
SWM
156
Spire Wealth Management
Virginia
$370K -$55.2K -1,125 -13%
LA
157
LexAurum Advisors
Kansas
$364K +$30.6K +623 +9%
LFAS
158
Level Four Advisory Services
Texas
$354K +$27.7K +565 +9%
GM
159
GeoWealth Management
Illinois
$354K +$35.1K +716 +11%
GWMR
160
GC Wealth Management RIA
Massachusetts
$354K +$32.6K +664 +10%
MCM
161
MidAtlantic Capital Management
Virginia
$323K -$25.9K -529 -7%
FWIA
162
Fort Washington Investment Advisors
Ohio
$322K
LI
163
LVZ Inc
Michigan
$321K -$34.4K -701 -10%
RA
164
RFG Advisory
Alabama
$316K +$314K +6,409 New
CIBC World Market
165
CIBC World Market
Ontario, Canada
$312K +$63K +1,285 +25%
EDRH
166
Edmond de Rothschild Holding
Switzerland
$308K
9WM
167
9258 Wealth Management
Ohio
$298K -$30.9K -629 -9%
Citigroup
168
Citigroup
New York
$288K +$49 +1 +0%
WCG
169
Weaver Consulting Group
California
$281K -$9.17K -187 -3%
CTA
170
Chesley Taft & Associates
Illinois
$281K
TDWM
171
Topel & Distasi Wealth Management
California
$277K
AIM
172
Alhambra Investment Management
Florida
$273K
CPIA
173
Cornell Pochily Investment Advisors
New York
$270K -$41.4K -845 -13%
MFG
174
Merit Financial Group
Georgia
$267K -$31.2K -636 -10%
IFG
175
Independent Financial Group
California
$262K

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.