SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

240 hedge funds and large institutions have $1.38B 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, 93 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 245240 (-5)

77% less call options, than puts

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

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
$1.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$132K
PAI
202
Pittenger & Anderson Inc
Nebraska
$106K
AF
203
Allworth Financial
California
$101K
LI
204
LRI Investments
Florida
$101K
NP
205
NorthRock Partners
Minnesota
$82.1K
AWM
206
AE Wealth Management
Kansas
$76.9K
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$66.1K
AEPWM
208
Atlantic Edge Private Wealth Management
Florida
$65.4K
TIM
209
Tortoise Investment Management
New York
$65.1K
MCI
210
MRP Capital Investments
Georgia
$59.3K
NB
211
NBT Bank
New York
$57.6K
LC
212
Lindbrook Capital
California
$54.8K
BF
213
BOK Financial
Oklahoma
$46.5K
SNB
214
Security National Bank
Nebraska
$41.2K
SPIA
215
Steward Partners Investment Advisory
New York
$41.1K
NS
216
NBC Securities
Alabama
$32K
CJH
217
Christopher J. Hasenberg
Wisconsin
$31.7K
HPC
218
HM Payson & Co
Maine
$26.7K
AA
219
Ancora Advisors
Ohio
$21K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$21K
CIAS
221
Capital Investment Advisory Services
North Carolina
$18.9K
TIM
222
Thompson Investment Management
Wisconsin
$17.8K
SIS
223
Sound Income Strategies
Florida
$14.9K
ACA
224
Aptus Capital Advisors
Alabama
$13.7K
William Blair & Company
225
William Blair & Company
Illinois
$13.5K