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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
176
Blue Edge Capital
Virginia
$280K +$285K +5,897 New
CFAM
177
Center For Asset Management
Florida
$278K +$284K +5,867 New
CWM
178
Centric Wealth Management
Illinois
$274K +$61.9K +1,279 +28%
CW
179
CreativeOne Wealth
Kansas
$268K +$274K +5,656 New
MHS
180
M Holdings Securities
Oregon
$261K -$23.4K -484 -8%
LI
181
LVZ Inc
Michigan
$251K -$3.39K -70 -1%
SIAG
182
Safeguard Investment Advisory Group
California
$239K
CWM
183
Comprehensive Wealth Management
Washington
$239K +$244K +5,035 New
TIAM2
184
Tru Independence Asset Management 2
Oregon
$237K -$8.96K -185 -4%
Franklin Resources
185
Franklin Resources
California
$236K
HL
186
HeadInvest LLC
Maine
$230K +$19.4K +400 +9%
MWP
187
Madison Wealth Partners
Wisconsin
$225K +$726 +15 +0.3%
RA
188
RFG Advisory
Alabama
$222K -$28.3K -585 -11%
VCM
189
Virtue Capital Management
Tennessee
$214K +$12.2K +253 +6%
RIG
190
Roosevelt Investment Group
New York
$204K -$54.1K -1,117 -21%
SS
191
Simplicity Solutions
Minnesota
$204K -$9.97K -206 -5%
BF
192
BOK Financial
Oklahoma
$203K +$207K +4,268 New
AF
193
Allworth Financial
California
$184K
MCC
194
Money Concepts Capital
Florida
$172K -$6.2K -128 -3%
GRP
195
Global Retirement Partners
California
$148K -$3.73K -77 -2%
IA
196
IFP Advisors
Florida
$144K +$19.7K +407 +16%
Citigroup
197
Citigroup
New York
$137K +$41.2K +850 +42%
PA
198
Parallel Advisors
California
$130K
CTC
199
Central Trust Company
Missouri
$130K +$60.5K +1,250 +83%
RCM
200
Raleigh Capital Management
North Carolina
$127K -$81.7K -1,688 -39%

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.