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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$42.2K – – –
IRC
202
Investors Research Corp
Georgia
$37.6K – – –
SPIA
203
Steward Partners Investment Advisory
New York
$36.8K -$5.66K -117 -13%
MIM
204
Macroview Investment Management
Maryland
$23.8K -$3.38K -70 -12%
OLVIG
205
Oliver Lagore Vanvalin Investment Group
Michigan
$22.5K +$22.6K +467 New
GWM
206
Geneos Wealth Management
Colorado
$21.5K +$7.01K +145 +48%
PTC
207
Private Trust Company
Ohio
$19.2K +$16.8K +348 +696%
FGAM
208
Financial Gravity Asset Management
Texas
$19.2K – – –
HDIM
209
Hanson & Doremus Investment Management
Vermont
$19K – – –
PCM
210
Penserra Capital Management
California
$19K +$20K +414 New
TIM
211
Thompson Investment Management
Wisconsin
$17.1K – – –
CP
212
Castleview Partners
Texas
$16.3K – – –
William Blair & Company
213
William Blair & Company
Illinois
$14.4K -$532 -11 -4%
SIS
214
Sound Income Strategies
Florida
$14.3K – – –
PCA
215
Providence Capital Advisors
North Carolina
$14.2K -$12.4K -256 -46%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$14K -$37.1K -768 -72%
RIA
217
Realta Investment Advisors
Delaware
$12.1K +$12.1K +250 New
CIAS
218
Capital Investment Advisory Services
North Carolina
$8.44K – – –
TWM
219
Tradition Wealth Management
Minnesota
$7K +$6.87K +142 New
WWP
220
WR Wealth Planners
Missouri
$5.82K +$5.85K +121 New
FFA
221
Farther Finance Advisors
California
$3.9K -$145 -3 -4%
CSC
222
Caldwell Sutter Capital
California
$3.62K – – –
SFCL
223
Strengthening Families & Communities LLC
Massachusetts
$3K +$2.76K +57 New
TRCT
224
Tower Research Capital (TRC)
New York
$2.7K +$1.79K +37 +195%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$2.65K +$870 +18 +49%
7 8
9
10 11

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.