iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
11 hedge funds and large institutions have $5.54M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
61% more capital invested
Capital invested by funds: $3.44M → $5.54M (+$2.1M)
57% more funds holding
Funds holding: 7 → 11 (+4)
2.31% more ownership
Funds ownership: 34.25% → 36.56% (+2.3%)
Top Buyers
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$857K |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$541K |
| 3 |
Morgan Stanley
New York
|
+$517K |
| 4 |
LPL Financial
San Diego,
California
|
+$444K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$145K |
Top Sellers
| 1 |
Jane Street
New York
|
-$515K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$84.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.01M | -$515K | -10,218 | -34% |
|
|
SI
2
Stephens Inc
Little Rock,
Arkansas
| $859K | +$857K | +17,000 | New |
|
|
3
Morgan Stanley
New York
| $589K | +$517K | +10,252 | +728% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $546K | +$75.3K | +1,493 | +16% |
|
|
SC
5
Scotia Capital
Toronto,
Ontario, Canada
| $543K | +$541K | +10,740 | New |
|
|
SAM
6
SignalPoint Asset Management
Springfield,
Missouri
| $504K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $463K | +$145K | +2,882 | +46% |
|
|
8
LPL Financial
San Diego,
California
| $445K | +$444K | +8,799 | New |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $441K | -$84.4K | -1,675 | -16% |
|
|
FNBT
10
FineMark National Bank & Trust
Fort Myers,
Florida
| $136K | +$85.7K | +1,700 | +170% |
|
|
WA
11
WFG Advisors
Dallas,
Texas
| $10K | +$10.1K | +200 | New |
|
SLQD Hedge Fund Activity: Q2 2014 in Review
11 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2014, worth a combined $5.54M — up 61% from $3.44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SLQD positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $857K. The largest seller was Jane Street, cutting an estimated $515K.
- 11 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2014, up from 7 in Q1 2014.
- Funds reported $5.54M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 61% quarter-over-quarter.
- 4 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 0 closed out, a net change of +4 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Stephens Inc, an estimated $857K added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Jane Street, an estimated $515K sold.
Based on aggregated 13F filings for Q2 2014.