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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
176
Safeguard Investment Advisory Group
California
$241K – – –
RWA
177
Redhawk Wealth Advisors
Minnesota
$238K -$57.4K -1,186 -19%
HKIMG
178
Hutchens & Kramer Investment Management Group
Indiana
$235K -$45.2K -935 -16%
HL
179
HeadInvest LLC
Maine
$234K – – –
SCA
180
Snowden Capital Advisors
New York
$233K -$17.7K -367 -7%
TF
181
Trek Financial
Arizona
$230K -$20.2K -417 -8%
BWM
182
Birchcreek Wealth Management
Ohio
$226K +$227K +4,684 New
IFG
183
Independent Financial Group
California
$225K +$225K +4,659 New
AWA
184
Arkadios Wealth Advisors
Georgia
$224K -$56.5K -1,169 -20%
AF
185
Allworth Financial
California
$210K +$9.57K +198 +5%
FAM
186
Family Asset Management
South Carolina
$205K – – –
Franklin Resources
187
Franklin Resources
California
$188K -$45.1K -932 -19%
AIC
188
Archer Investment Corporation
Indiana
$158K – – –
LFA
189
Level Financial Advisors
New York
$154K – – –
RG
190
Retirement Group
California
$152K – – –
SS
191
Sunbelt Securities
Texas
$133K -$9.67K -200 -7%
PA
192
Parallel Advisors
California
$132K – – –
PAI
193
Pittenger & Anderson Inc
Nebraska
$122K – – –
GRP
194
Global Retirement Partners
California
$98.3K – – –
BCM
195
Bourgeon Capital Management
Connecticut
$96.6K – – –
ACA
196
Atlas Capital Advisors
Wyoming
$69.9K +$21.8K +450 +45%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$55.8K +$54.4K +1,125 +3,516%
LC
198
Lindbrook Capital
California
$52.5K – – –
GA
199
GoalVest Advisory
New York
$48.6K +$48.7K +1,008 New
HS
200
Horan Securities
United States
$48.2K – – –
6 7
8
9 10

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.