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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$182K -$25.1K -500 -12%
SS
202
Sunbelt Securities
Texas
$167K
HI
203
Harbour Investments
Wisconsin
$158K -$6.93K -138 -4%
AIC
204
Archer Investment Corporation
Indiana
$155K
EWA
205
EP Wealth Advisors
California
$145K +$144K +2,861 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$134K +$1.35K +27 +1%
PAI
207
Pittenger & Anderson Inc
Nebraska
$106K
LI
208
LRI Investments
Florida
$99.2K -$2.16K -43 -2%
AWM
209
AE Wealth Management
Kansas
$79.9K +$2.51K +50 +3%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$66.5K
AEPWM
211
Atlantic Edge Private Wealth Management
Florida
$65.8K
MWA
212
Medallion Wealth Advisors
Connecticut
$63K +$502 +10 +0.8%
NB
213
NBT Bank
New York
$57.9K
MCI
214
MRP Capital Investments
Georgia
$46.3K -$13.3K -265 -22%
SPIA
215
Steward Partners Investment Advisory
New York
$41.4K
VWM
216
Valley Wealth Managers
New Jersey
$39K +$38.7K +771 New
CJH
217
Christopher J. Hasenberg
Wisconsin
$32K
SNB
218
Security National Bank
Nebraska
$31.7K -$9.69K -193 -24%
HPC
219
HM Payson & Co
Maine
$26.9K
TCM
220
Traub Capital Management
Massachusetts
$25.3K +$25.1K +500 New
NS
221
NBC Securities
Alabama
$23K -$9.08K -181 -28%
AA
222
Ancora Advisors
Ohio
$21.1K
HDIM
223
Hanson & Doremus Investment Management
Vermont
$21K
AA
224
Addison Advisors
Vermont
$20.9K +$20.7K +413 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$19K

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.