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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
176
Prime Capital Investment Advisors
Kansas
$304K -$33K -660 -10%
Citigroup
177
Citigroup
New York
$299K
BHB
178
Bank Hapoalim BM
Israel
$290K
CTA
179
Chesley Taft & Associates
Illinois
$287K
SIM
180
Stratos Investment Management
Ohio
$284K +$47.5K +950 +20%
LA
181
LexAurum Advisors
Kansas
$282K -$18.5K -370 -6%
WCG
182
Weaver Consulting Group
California
$268K -$4.25K -85 -2%
CA
183
Calton & Associates
Florida
$267K
IFG
184
Independent Financial Group
California
$262K -$22.5K -450 -8%
SC
185
Savant Capital
Illinois
$253K +$6.05K +121 +2%
HL
186
HeadInvest LLC
Maine
$244K
AG
187
AmeriFlex Group
Nevada
$244K +$242K +4,848 New
SCA
188
Snowden Capital Advisors
New York
$243K
SAM
189
Secure Asset Management
Michigan
$232K +$231K +4,623 New
ASN
190
Advisory Services Network
Georgia
$230K -$2.3K -46 -1%
NG
191
Novem Group
New York
$221K
PTC
192
Private Trust Company
Ohio
$221K
AIM
193
Alhambra Investment Management
Florida
$220K -$23.6K -473 -10%
AWM
194
Avior Wealth Management
Nebraska
$211K
Macquarie Group
195
Macquarie Group
Australia
$207K -$8.39M -167,847 -98%
Franklin Resources
196
Franklin Resources
California
$206K -$40K -800 -16%
ATPW
197
Ashton Thomas Private Wealth
Arizona
$201K +$200K +3,999 New
AF
198
Advisornet Financial
Minnesota
$172K +$30.7K +615 +22%
SS
199
Sunbelt Securities
Texas
$169K
HI
200
Harbour Investments
Wisconsin
$164K -$44.2K -885 -21%

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.