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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8%63.68% (+2.9%)

1% less funds holding

Funds holding: 245242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Independent Financial Group
California
$280K -$12.8K -252 -4%
KAS
177
Kestra Advisory Services
Texas
$280K +$7.18K +142 +3%
LA
178
LexAurum Advisors
Kansas
$273K -$32.1K -634 -11%
OC
179
Oppenheimer & Co
New York
$264K -$334K -6,600 -56%
SAM
180
Secure Asset Management
Michigan
$262K +$13.4K +264 +5%
BCM
181
Boreal Capital Management
Florida
$257K +$256K +5,060 New
LI
182
LVZ Inc
Michigan
$257K -$101 -2 -0%
MIH
183
Meitav Investment House
Israel
$256K
AF
184
Allworth Financial
California
$255K
WCG
185
Weaver Consulting Group
California
$246K -$4.4K -87 -2%
SCA
186
Snowden Capital Advisors
New York
$246K
LMKC
187
L.M. Kohn & Company
Ohio
$245K -$45.5K -900 -16%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$241K -$152 -3 -0.1%
AF
189
Advisornet Financial
Minnesota
$228K -$9.97K -197 -4%
ACM
190
Advisors Capital Management
New Jersey
$227K +$226K +4,472 New
NG
191
Novem Group
New York
$224K
AIM
192
Alhambra Investment Management
Florida
$223K
HL
193
HeadInvest LLC
Maine
$222K -$24.6K -487 -10%
BHB
194
Bank Hapoalim BM
Israel
$217K
AWM
195
Avior Wealth Management
Nebraska
$213K
GRP
196
Global Retirement Partners
California
$213K +$25.3K +500 +14%
Macquarie Group
197
Macquarie Group
Australia
$209K
Cerity Partners
198
Cerity Partners
New York
$201K +$201K +3,964 New
Franklin Resources
199
Franklin Resources
California
$168K -$15.2K -300 -8%
BlackRock
200
BlackRock
New York
$167K +$166K +3,281 New

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.