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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$95.7K -$3.2M -65,196 -97%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$84.5K +$18.4K +376 +28%
CA
203
Clearstead Advisors
Ohio
$69K
William Blair & Company
204
William Blair & Company
Illinois
$62.5K +$49K +1,000 +372%
ACA
205
Atlas Capital Advisors
Wyoming
$56.5K +$56.3K +1,148 New
NB
206
NBT Bank
New York
$56.4K -$1.62K -33 -3%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$53.7K
LC
208
Lindbrook Capital
California
$53.7K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$44.1K +$37.4K +763 +578%
VWWMG
210
Vermillion & White Wealth Management Group
Pennsylvania
$40.1K -$785 -16 -2%
SPIA
211
Steward Partners Investment Advisory
New York
$37.2K
CJH
212
Christopher J. Hasenberg
Wisconsin
$31.1K
GLR
213
Great Lakes Retirement
Ohio
$28.9K +$28.7K +586 New
CIAS
214
Capital Investment Advisory Services
North Carolina
$28.3K
LFG
215
Larson Financial Group
Missouri
$18.4K +$18.3K +373 New
TIM
216
Thompson Investment Management
Wisconsin
$17.4K
CP
217
Castleview Partners
Texas
$16.7K
GWM
218
Geneos Wealth Management
Colorado
$14.8K
SIS
219
Sound Income Strategies
Florida
$14.6K -$7.46K -152 -34%
RIA
220
Realta Investment Advisors
Delaware
$12.3K
Jones Financial Companies
221
Jones Financial Companies
Missouri
$12.2K +$12.1K +247 New
PFA
222
Pathway Financial Advisers
Indiana
$9.21K
ACA
223
Aptus Capital Advisors
Alabama
$7.93K
PCA
224
Providence Capital Advisors
North Carolina
$6.21K
CP
225
Camelot Portfolios
Ohio
$5.32K +$5.3K +108 New

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.