iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
235 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 88 reducing their positions, and 29 closing their positions.
4,775% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $404K
1% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 88
4% less funds holding
Funds holding: 244 → 235 (-9)
5.76% less ownership
Funds ownership: 62.39% → 56.63% (-5.8%)
14% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 29
15% less capital invested
Capital invested by funds: $1.4B → $1.19B (-$204M)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$21.5M |
| 2 |
WF
Williams Financial
North Bennington,
Vermont
|
+$18.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.96M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$7.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$161M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.4M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$11.5M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.4M |
SLQD Hedge Fund Activity: Q1 2024 in Review
235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2024, worth a combined $1.19B — down 15% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SLQD and 25 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 87 added.
The largest buyer was Allspring Global Investments, adding an estimated $21.5M. The largest seller was Morgan Stanley, cutting an estimated $161M.
- 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2024, down from 244 in Q4 2023.
- Funds reported $1.19B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 25 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 29 closed out, a net change of -4 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Allspring Global Investments, an estimated $21.5M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2024.