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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41%61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$154K
PA
202
Parallel Advisors
California
$138K -$63.8K -1,277 -32%
JWA
203
JFS Wealth Advisors
Pennsylvania
$132K +$131K +2,629 New
PAI
204
Pittenger & Anderson Inc
Nebraska
$106K
AF
205
Allworth Financial
California
$101K +$92.2K +1,846 +1,067%
LI
206
LRI Investments
Florida
$101K +$2.15K +43 +2%
NP
207
NorthRock Partners
Minnesota
$82.1K -$112K -2,233 -58%
AWM
208
AE Wealth Management
Kansas
$76.9K +$5.05K +101 +7%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$66.1K
AEPWM
210
Atlantic Edge Private Wealth Management
Florida
$65.4K
TIM
211
Tortoise Investment Management
New York
$65.1K -$160K -3,210 -71%
MWA
212
Medallion Wealth Advisors
Connecticut
$62.2K +$500 +10 +0.8%
MCI
213
MRP Capital Investments
Georgia
$59.3K
NB
214
NBT Bank
New York
$57.6K
LC
215
Lindbrook Capital
California
$54.8K
BF
216
BOK Financial
Oklahoma
$46.5K +$46.2K +925 New
SNB
217
Security National Bank
Nebraska
$41.2K +$41K +820 New
SPIA
218
Steward Partners Investment Advisory
New York
$41.1K
NS
219
NBC Securities
Alabama
$32K +$31.8K +636 New
CJH
220
Christopher J. Hasenberg
Wisconsin
$31.7K
HPC
221
HM Payson & Co
Maine
$26.7K +$1.55K +31 +6%
AA
222
Ancora Advisors
Ohio
$21K
HDIM
223
Hanson & Doremus Investment Management
Vermont
$21K +$20.9K +418 New
CIAS
224
Capital Investment Advisory Services
North Carolina
$18.9K -$9.99K -200 -35%
TIM
225
Thompson Investment Management
Wisconsin
$17.8K

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.