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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Clearview Wealth Advisors
Oregon
$20K +$104 +2 +0.5%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$17K +$8.08K +156 +92%
NSB
203
Norway Savings Bank
Maine
$16K +$15.5K +300 New
GEA
204
Glen Eagle Advisors
New Jersey
$14.5K
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$11K
PP
206
PrairieView Partners
Minnesota
$10K
CIAS
207
Capital Investment Advisory Services
North Carolina
$9K
KIG
208
Kowal Investment Group
Wisconsin
$5K +$5.28K +102 New
William Blair & Company
209
William Blair & Company
Illinois
$3K
TAM
210
Tucker Asset Management
Colorado
$1.59K -$829 -16 -34%
GKWIM
211
Gerber Kawasaki Wealth & Investment Management
California
$1K +$52 +1 New
MWM
212
Moulton Wealth Management
Washington
-$8.45M -163,009 Closed
FRBONY
213
Federal Reserve Bank of New York
New York
-$4.98M -96,028 Closed
Renaissance Technologies
214
Renaissance Technologies
New York
-$2.23M -43,059 Closed
OWA
215
One Wealth Advisors
California
-$1.39M -26,904 Closed
JWCA
216
J.W. Cole Advisors
Florida
-$1.25M -24,163 Closed
Deutsche Bank
217
Deutsche Bank
Germany
-$1.18M -22,834 Closed
NB
218
Nicolet Bankshares
Wisconsin
-$561K -10,819 Closed
DP
219
Dearborn Partners
Illinois
-$330K -6,360 Closed
CWS
220
Cypress Wealth Services
California
-$275K -5,298 Closed
CWMU
221
Caliber Wealth Management (Utah)
Utah
-$229K -4,426 Closed
FFG
222
Ford Financial Group
California
-$163K -3,154 Closed
VNIM
223
Vaughan Nelson Investment Management
Texas
-$114K -2,195 Closed
CCMIC
224
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$66K -1,283 Closed
SB
225
Strategic Blueprint
Georgia
-$63K -1,219 Closed

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.