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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Barings
North Carolina
$398K
PWW
152
Pettyjohn Wood & White
Virginia
$389K -$20K -400 -5%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$382K +$62K +1,243 +20%
SC
154
Savant Capital
Illinois
$381K +$377K +7,548 New
PCIA
155
Prime Capital Investment Advisors
Kansas
$375K -$99.4K -1,992 -21%
LFAS
156
Level Four Advisory Services
Texas
$363K +$4.14K +83 +1%
TIAM2
157
Tru Independence Asset Management 2
Oregon
$344K +$341K +6,827 New
SWM
158
Spire Wealth Management
Virginia
$334K -$44.3K -887 -12%
FWIA
159
Fort Washington Investment Advisors
Ohio
$330K
MCM
160
MidAtlantic Capital Management
Virginia
$320K -$11K -220 -3%
LA
161
LexAurum Advisors
Kansas
$316K -$56K -1,123 -15%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$315K
FAT
163
First American Trust
California
$310K +$306K +6,142 New
GLA
164
Good Life Advisors
Pennsylvania
$307K +$304K +6,084 New
DADC
165
D.A. Davidson & Co
Montana
$302K +$299K +5,984 New
IFG
166
Independent Financial Group
California
$301K +$32.4K +650 +12%
LI
167
LVZ Inc
Michigan
$296K -$32.2K -645 -10%
Citigroup
168
Citigroup
New York
$294K -$349 -7 -0.1%
9WM
169
9258 Wealth Management
Ohio
$291K -$14.2K -284 -5%
CTA
170
Chesley Taft & Associates
Illinois
$287K
WCG
171
Weaver Consulting Group
California
$282K -$6.04K -121 -2%
AIM
172
Alhambra Investment Management
Florida
$279K
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$274K -$333K -6,678 -55%
MFG
174
Merit Financial Group
Georgia
$274K
AWMS
175
Advocacy Wealth Management Services
Georgia
$272K -$287K -5,743 -52%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.