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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8% → 63.68% (+2.9%)

1% less funds holding

Funds holding: 245 → 242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$46.3M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$20M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$18.3M
4
FDP
Financiere des Professionnels
Quebec, Canada
+$15.4M
5
NA
NewEdge Advisors
Louisiana
+$9.08M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$19.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$9.15M
3
WC
Waterloo Capital
Texas
-$6.05M
4
LPL Financial
LPL Financial
California
-$5.76M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$506K +$269K +5,310 +115%
BCM
152
Buckhead Capital Management
Georgia
$472K +$18.4K +364 +4%
AA
153
Armis Advisers
Georgia
$444K +$2.02K +40 +0.5%
BCA
154
Bay Colony Advisors
Massachusetts
$425K +$153K +3,019 +56%
PWW
155
Pettyjohn Wood & White
Virginia
$411K – – –
VT
156
Vise Technologies
New York
$411K +$409K +8,084 New
PTC
157
Private Trust Company
Ohio
$410K -$36.5K -722 -8%
DI
158
Disciplined Investments
Oklahoma
$402K -$169K -3,345 -30%
ACM
159
Adalta Capital Management
New York
$396K +$395K +7,800 New
HPM
160
Hoxton Planning & Management
West Virginia
$369K -$152K -3,001 -29%
SWM
161
Spire Wealth Management
Virginia
$364K – – –
VA
162
Valmark Advisers
Ohio
$358K +$25.8K +509 +8%
LFAS
163
Level Four Advisory Services
Texas
$355K -$6.48K -128 -2%
MCM
164
MidAtlantic Capital Management
Virginia
$351K – – –
HSBC Holdings
165
HSBC Holdings
United Kingdom
$343K -$109K -2,160 -24%
AWM
166
Apollon Wealth Management
South Carolina
$335K +$333K +6,582 New
TIAM2
167
Tru Independence Asset Management 2
Oregon
$333K – – –
EDRH
168
Edmond de Rothschild Holding
Switzerland
$318K – – –
CIA
169
Concurrent Investment Advisors
Florida
$311K -$6.58K -130 -2%
ATPW
170
Ashton Thomas Private Wealth
Arizona
$292K +$33.8K +667 +13%
GS
171
GTS Securities
New York
$292K +$291K +5,746 New
CTA
172
Chesley Taft & Associates
Illinois
$290K – – –
ASN
173
Advisory Services Network
Georgia
$289K +$22.9K +452 +9%
CFG
174
Citizens Financial Group
Rhode Island
$288K -$3.19K -63 -1%
SB
175
Semitam Bonam
New York
$283K – – –
5 6
7
8 9

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.