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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
201
1834 Investment Advisors
Wisconsin
$21K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$21K +$20.7K +400 New
CWA
203
Clearview Wealth Advisors
Oregon
$20K +$104 +2 +0.5%
VCM
204
Vigilant Capital Management
Maine
$20K +$20.5K +395 New
GEA
205
Glen Eagle Advisors
New Jersey
$14.5K
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$11K
PP
207
PrairieView Partners
Minnesota
$10K
Fidelity Investments
208
Fidelity Investments
Massachusetts
$9K -$8.4K -162 -49%
CIAS
209
Capital Investment Advisory Services
North Carolina
$9K
SW
210
SVB Wealth
Massachusetts
$4K +$4.93K +95 New
William Blair & Company
211
William Blair & Company
Illinois
$3K
TAM
212
Tucker Asset Management
Colorado
$2.44K
BS
213
Banco Santander
Spain
-$6.98M -134,753 Closed
SWP
214
ShoreHaven Wealth Partners
New Jersey
-$3.52M -68,065 Closed
FA
215
FMA Advisory
Pennsylvania
-$2.9M -56,032 Closed
OWA
216
Outlook Wealth Advisors
Texas
-$881K -17,015 Closed
SWMG
217
Strategic Wealth Management Group
Maryland
-$387K -7,465 Closed
WANY
218
Wealthspire Advisors (New York)
New York
-$387K -7,465 Closed
SWM
219
SeaCrest Wealth Management
New York
-$318K -6,150 Closed
RHBC
220
R.H. Bluestein & Co
Michigan
-$229K -4,430 Closed
LNC
221
Lincoln National Corp
Pennsylvania
-$222K -4,292 Closed
VFA
222
Valeo Financial Advisors
Indiana
-$56K -1,086 Closed
HDIM
223
Hanson & Doremus Investment Management
Vermont
-$31K -605 Closed
RWG
224
Regal Wealth Group
California
-$29K -567 Closed
WAP
225
Wealthcare Advisory Partners
Pennsylvania
-$28K -547 Closed

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.