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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$163K +$90.3K +1,742 +123%
FFG
177
Ford Financial Group
California
$163K +$164K +3,154 New
PA
178
Parallel Advisors
California
$142K
GWM
179
Geneos Wealth Management
Colorado
$126K -$59.1K -1,140 -32%
VNIM
180
Vaughan Nelson Investment Management
Texas
$114K +$114K +2,195 New
FCM
181
Firestone Capital Management
Florida
$106K
AA
182
AlphaMark Advisors
Kentucky
$104K
BCM
183
Bourgeon Capital Management
Connecticut
$88K
CFD
184
Creative Financial Designs
Indiana
$77K +$25.5K +491 +50%
IF
185
Ironwood Financial
Arizona
$76K +$38.1K +735 +101%
HS
186
Horan Securities
United States
$70K
CCMIC
187
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$66K +$23.3K +450 +54%
SB
188
Strategic Blueprint
Georgia
$63K +$63.2K +1,219 New
IA
189
IFP Advisors
Florida
$61K +$674 +13 +1%
NFG
190
Next Financial Group
Texas
$55K -$3.84K -74 -7%
IRC
191
Investors Research Corp
Georgia
$55K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$53K +$39.6K +763 +303%
FGAM
193
Financial Gravity Asset Management
Texas
$52K +$52 +1 +0.2%
TWA
194
TCI Wealth Advisors
Arizona
$44K +$5.29K +102 +14%
CB
195
Community Bank
New York
$43K -$29.5K -569 -41%
SPIA
196
Steward Partners Investment Advisory
New York
$40K +$34K +655 +560%
EIP
197
Ellis Investment Partners
Pennsylvania
$30K +$1.04K +20 +4%
PCA
198
Providence Capital Advisors
North Carolina
$26K +$18.7K +360 +257%
JPLA
199
Joseph P. Lucia & Associates
New York
$24K
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23.5K +453 New

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.