SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

244 hedge funds and large institutions have $1.31B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
31
Increased
88
Reduced
79
Closed
17
Calls
$429K
Puts
$1.01M
Net Calls
-$580K
Net Calls Change
+$1.83M

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.9M
2
VAMG
2
Voisard Asset Management Group
Michigan
$22.7M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$31.4M
4
LPL Financial
4
LPL Financial
California
$50.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$41.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
3
Invesco
Georgia
$0
4
RWA
4
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
5
UBS Group
Switzerland
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
176
LexAurum Advisors
Kansas
$297K -$14.3K -288 -5%
Citigroup
177
Citigroup
New York
$296K +$5.52K +111 +2%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$285K -$12.3M -246,320 -98%
CTA
179
Chesley Taft & Associates
Illinois
$284K – – –
KAS
180
Kestra Advisory Services
Texas
$271K -$478K -9,611 -64%
WCG
181
Weaver Consulting Group
California
$270K -$8.36K -168 -3%
CPIA
182
Cornell Pochily Investment Advisors
New York
$268K +$2.89K +58 +1%
CA
183
Calton & Associates
Florida
$265K +$265K +5,318 New
KA
184
Kovack Advisors
Florida
$262K +$7.46K +150 +3%
SC
185
Savant Capital
Illinois
$245K -$131K -2,630 -35%
Franklin Resources
186
Franklin Resources
California
$244K +$79.6K +1,600 +48%
TDWM
187
Topel & Distasi Wealth Management
California
$243K – – –
FIA
188
Foundations Investment Advisors
Arizona
$243K -$425K -8,545 -64%
HL
189
HeadInvest LLC
Maine
$242K – – –
AIM
190
Alhambra Investment Management
Florida
$241K -$33.8K -680 -12%
SCA
191
Snowden Capital Advisors
New York
$241K – – –
SIM
192
Stratos Investment Management
Ohio
$234K +$35.9K +721 +18%
ASN
193
Advisory Services Network
Georgia
$230K +$230K +4,619 New
RWA
194
Redhawk Wealth Advisors
Minnesota
$225K +$348 +7 +0.2%
TIM
195
Tortoise Investment Management
New York
$224K -$192K -3,869 -46%
TSS
196
Two Sigma Securities
New York
$223K +$223K +4,480 New
NG
197
Novem Group
New York
$219K +$219K +4,401 New
PTC
198
Private Trust Company
Ohio
$218K – – –
AWM
199
Avior Wealth Management
Nebraska
$209K +$209K +4,199 New
HI
200
Harbour Investments
Wisconsin
$206K +$31.1K +625 +18%
6 7
8
9 10