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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
176
Cornell Pochily Investment Advisors
New York
$269K -$7.83K -157 -3%
KA
177
Kovack Advisors
Florida
$258K
EIA
178
Eldridge Investment Advisors
New Hampshire
$257K +$255K +5,104 New
TDWM
179
Topel & Distasi Wealth Management
California
$247K -$36.7K -735 -13%
HL
180
HeadInvest LLC
Maine
$245K
SCA
181
Snowden Capital Advisors
New York
$244K
RWA
182
Redhawk Wealth Advisors
Minnesota
$228K +$50 +1 +0%
EH
183
Equitable Holdings
New York
$223K +$7.98K +160 +4%
PTC
184
Private Trust Company
Ohio
$221K -$10.5K -210 -5%
BCA
185
Bay Colony Advisors
Massachusetts
$209K +$1.85K +37 +0.9%
GWM
186
Gray Wealth Management
Maine
$207K -$5.34K -107 -3%
SIM
187
Stratos Investment Management
Ohio
$201K +$198K +3,976 New
NP
188
NorthRock Partners
Minnesota
$192K -$14K -280 -7%
HI
189
Harbour Investments
Wisconsin
$178K -$35.7K -715 -17%
Franklin Resources
190
Franklin Resources
California
$165K
AIC
191
Archer Investment Corporation
Indiana
$154K
PA
192
Parallel Advisors
California
$138K
SS
193
Sunbelt Securities
Texas
$138K
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$137K +$50.2K +1,006 +59%
GRP
195
Global Retirement Partners
California
$136K +$27.3K +547 +26%
MCI
196
MRP Capital Investments
Georgia
$131K +$129K +2,590 New
PG
197
Proffitt & Goodson
Tennessee
$124K
PAI
198
Pittenger & Anderson Inc
Nebraska
$107K
NS
199
NBC Securities
Alabama
$102K -$108K -2,165 -52%
LI
200
LRI Investments
Florida
$97.5K

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.