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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
176
Karp Capital Management
California
$220K
NGA
177
Naples Global Advisors
Florida
$217K -$1.81K -35 -0.8%
PA
178
Parallel Advisors
California
$141K
GWM
179
Geneos Wealth Management
Colorado
$126K
FCM
180
Firestone Capital Management
Florida
$106K
AA
181
AlphaMark Advisors
Kentucky
$103K
BCM
182
Bourgeon Capital Management
Connecticut
$88K
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$78K +$25.6K +494 +49%
IF
184
Ironwood Financial
Arizona
$75K
CFD
185
Creative Financial Designs
Indiana
$61K -$15.4K -297 -20%
IA
186
IFP Advisors
Florida
$61K +$311 +6 +0.5%
NFG
187
Next Financial Group
Texas
$60K +$5.64K +109 +10%
PCA
188
Providence Capital Advisors
North Carolina
$58K +$32.6K +630 +126%
IRC
189
Investors Research Corp
Georgia
$54K -$518 -10 -0.9%
FGAM
190
Financial Gravity Asset Management
Texas
$52K +$104 +2 +0.4%
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$51.7K +$51.8K +1,000 New
CB
192
Community Bank
New York
$43K
SPIA
193
Steward Partners Investment Advisory
New York
$40K
BlackRock
194
BlackRock
New York
$37K -$4.97M -96,028 -99%
HDIM
195
Hanson & Doremus Investment Management
Vermont
$31K +$31.3K +605 New
EIP
196
Ellis Investment Partners
Pennsylvania
$30K +$52 +1 +0.2%
TWA
197
TCI Wealth Advisors
Arizona
$22K -$22.2K -428 -50%
JPLA
198
Joseph P. Lucia & Associates
New York
$22K -$2.33K -45 -10%
1IA
199
1834 Investment Advisors
Wisconsin
$21K
BFEC
200
Benjamin F. Edwards & Company
Missouri
$21K

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.