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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$541K -$234K -4,682 -30%
HPM
152
Hoxton Planning & Management
West Virginia
$538K -$4.65K -93 -0.9%
HF
153
HRT Financial
New York
$522K +$519K +10,394 New
PCM
154
Prelude Capital Management
New York
$522K +$519K +10,380 New
IAG
155
Investment Advisory Group
Massachusetts
$497K +$4.55K +91 +0.9%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$490K +$182K +3,638 +60%
CIA
157
Concurrent Investment Advisors
Florida
$465K -$11.1K -222 -2%
AA
158
Armis Advisers
Georgia
$437K +$1.25K +25 +0.3%
TSS
159
Two Sigma Securities
New York
$430K +$204K +4,077 +91%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$407K -$18.5K -371 -4%
PWW
161
Pettyjohn Wood & White
Virginia
$407K +$5K +100 +1%
B
162
Barings
North Carolina
$396K
LI
163
LVZ Inc
Michigan
$379K +$30.4K +609 +9%
BCM
164
Buckhead Capital Management
Georgia
$372K +$10.7K +214 +3%
LFAS
165
Level Four Advisory Services
Texas
$358K
HSBC Holdings
166
HSBC Holdings
United Kingdom
$356K -$24.8K -497 -7%
MCM
167
MidAtlantic Capital Management
Virginia
$347K
SWM
168
Spire Wealth Management
Virginia
$333K
TIAM2
169
Tru Independence Asset Management 2
Oregon
$329K -$13.7K -275 -4%
VA
170
Valmark Advisers
Ohio
$328K +$326K +6,531 New
BCI
171
Brinker Capital Investments
Pennsylvania
$318K -$754K -15,091 -70%
OPS
172
Orion Portfolio Solutions
Nebraska
$318K -$754K -15,091 -70%
TFA
173
TPG Financial Advisors
Oregon
$315K -$78.4K -1,569 -20%
EDRH
174
Edmond de Rothschild Holding
Switzerland
$314K
KAS
175
Kestra Advisory Services
Texas
$311K +$36.9K +739 +14%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.