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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$500K
BCM
152
Buckhead Capital Management
Georgia
$452K +$77K +1,534 +21%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$451K +$92.1K +1,836 +26%
PTC
154
Private Trust Company
Ohio
$445K +$221K +4,397 +100%
AA
155
Armis Advisers
Georgia
$440K +$2.56K +51 +0.6%
PWW
156
Pettyjohn Wood & White
Virginia
$409K
GLA
157
Good Life Advisors
Pennsylvania
$378K +$375K +7,466 New
TSS
158
Two Sigma Securities
New York
$378K -$54.9K -1,093 -13%
SWM
159
Spire Wealth Management
Virginia
$363K +$27.7K +552 +8%
LFAS
160
Level Four Advisory Services
Texas
$360K -$1K -20 -0.3%
MCM
161
MidAtlantic Capital Management
Virginia
$349K
TIAM2
162
Tru Independence Asset Management 2
Oregon
$331K
VA
163
Valmark Advisers
Ohio
$331K +$602 +12 +0.2%
SIM
164
Stratos Investment Management
Ohio
$327K +$40.8K +812 +14%
BRWA
165
B. Riley Wealth Advisors
Florida
$325K +$322K +6,419 New
CIA
166
Concurrent Investment Advisors
Florida
$317K -$150K -2,989 -32%
EDRH
167
Edmond de Rothschild Holding
Switzerland
$316K
LA
168
LexAurum Advisors
Kansas
$304K +$20.6K +411 +7%
Citigroup
169
Citigroup
New York
$301K +$351 +7 +0.1%
AG
170
AmeriFlex Group
Nevada
$292K +$46.9K +934 +19%
IFG
171
Independent Financial Group
California
$292K +$27.9K +556 +11%
CFG
172
Citizens Financial Group
Rhode Island
$290K +$288K +5,729 New
LMKC
173
L.M. Kohn & Company
Ohio
$289K +$287K +5,715 New
CTA
174
Chesley Taft & Associates
Illinois
$288K
BHB
175
Bank Hapoalim BM
Israel
$288K

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.