SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
176
Ashton Thomas Private Wealth
Arizona
$300K -$2.92K -61 -1%
LA
177
LexAurum Advisors
Kansas
$299K -$7.27K -152 -2%
RWA
178
Redhawk Wealth Advisors
Minnesota
$293K +$293K +6,127 New
AWA
179
Arkadios Wealth Advisors
Georgia
$292K -$39.9K -833 -12%
WWM
180
Wagner Wealth Management
South Carolina
$290K -$78.1K -1,631 -21%
SBIA
181
Sheaff Brock Investment Advisors
Indiana
$287K
LFAS
182
Level Four Advisory Services
Texas
$286K
RG
183
Retirement Group
California
$284K +$229K +4,795 +419%
LI
184
LVZ Inc
Michigan
$281K +$28K +585 +11%
TFA
185
Teamwork Financial Advisors
Texas
$280K -$3.64K -76 -1%
GIA
186
Gladstone Institutional Advisory
Florida
$280K -$897K -18,739 -76%
BOSSRA
187
B.O.S.S. Retirement Advisors
Utah
$272K +$272K +5,685 New
MHS
188
M Holdings Securities
Oregon
$264K
VCM
189
Virtue Capital Management
Tennessee
$259K +$42.9K +896 +20%
CAWM
190
Capital Advisors Wealth Management
Washington
$249K -$363K -7,587 -59%
MCC
191
Money Concepts Capital
Florida
$246K +$72K +1,505 +41%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$245K +$245K +5,120 New
SIAG
193
Safeguard Investment Advisory Group
California
$239K -$2.78K -58 -1%
HL
194
HeadInvest LLC
Maine
$233K
Franklin Resources
195
Franklin Resources
California
$231K -$7.32K -153 -3%
MWP
196
Madison Wealth Partners
Wisconsin
$228K +$1.2K +25 +0.5%
CA
197
Calton & Associates
Florida
$228K +$228K +4,758 New
EH
198
Equitable Holdings
New York
$217K +$217K +4,532 New
BWM
199
Birchcreek Wealth Management
Ohio
$208K -$230K -4,815 -53%
FAM
200
Family Asset Management
South Carolina
$203K +$203K +4,245 New