We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$70.6K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$70.2K -$123K -2,472 -64%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$66.3K +$11K +220 +20%
AEPWM
204
Atlantic Edge Private Wealth Management
Florida
$65.6K -$44.9K -900 -41%
William Blair & Company
205
William Blair & Company
Illinois
$64K
CFGS
206
Concourse Financial Group Securities
Alabama
$59.6K -$38.1K -763 -39%
NB
207
NBT Bank
New York
$57.7K
LC
208
Lindbrook Capital
California
$55K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$51.8K +$38.9K +780 +316%
SPIA
210
Steward Partners Investment Advisory
New York
$46.3K +$8.13K +163 +22%
VWWMG
211
Vermillion & White Wealth Management Group
Pennsylvania
$41.1K
CJH
212
Christopher J. Hasenberg
Wisconsin
$31.6K
CIAS
213
Capital Investment Advisory Services
North Carolina
$29K
AA
214
Ancora Advisors
Ohio
$25.3K +$25K +501 New
HPC
215
HM Payson & Co
Maine
$25.2K +$24.9K +500 New
TIM
216
Thompson Investment Management
Wisconsin
$17.9K
CP
217
Castleview Partners
Texas
$17.1K
SIS
218
Sound Income Strategies
Florida
$14.9K
RIA
219
Realta Investment Advisors
Delaware
$12.5K
GWM
220
Geneos Wealth Management
Colorado
$10.1K -$4.99K -100 -33%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$9.77K -$35K -701 -78%
LFG
222
Larson Financial Group
Missouri
$9.68K -$9.03K -181 -49%
PFA
223
Pathway Financial Advisers
Indiana
$9.43K
BSB
224
Bangor Savings Bank
Maine
$8.82K +$8.73K +175 New
ACA
225
Aptus Capital Advisors
Alabama
$5.14K -$2.94K -59 -37%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.