iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
13 hedge funds and large institutions have $13.6M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
40% more capital invested
Capital invested by funds: $9.74M → $13.6M (+$3.9M)
18% more funds holding
Funds holding: 11 → 13 (+2)
2.12% more ownership
Funds ownership: 43.05% → 45.18% (+2.1%)
71% less call options, than puts
Call options by funds: $323K | Put options by funds: $1.09M
Top Buyers
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$3.17M |
| 2 |
Morgan Stanley
New York
|
+$2.76M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$479K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$186K |
| 5 |
LPL Financial
San Diego,
California
|
+$36.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $3.48M | +$2.76M | +54,757 | +382% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $3.16M | +$3.17M | +62,881 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.56M | +$186K | +3,684 | +13% |
|
|
SI
4
Stephens Inc
Little Rock,
Arkansas
| $1.45M | – | – | – |
|
|
SC
5
Scotia Capital
Toronto,
Ontario, Canada
| $1.3M | +$479K | +9,511 | +58% |
|
6
Bank of America
Charlotte,
North Carolina
| $1.09M | -$2.2M | -43,712 | -67% |
|
|
7
LPL Financial
San Diego,
California
| $579K | +$36.3K | +720 | +7% |
|
8
JP Morgan Chase
New York
| $528K | +$8.51K | +169 | +2% |
|
|
SAM
9
SignalPoint Asset Management
Springfield,
Missouri
| $401K | -$100K | -1,995 | -20% |
|
10
UBS Group
Zurich,
Switzerland
| $45K | +$44.8K | +890 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $33K | +$33.1K | +658 | New |
|
|
WA
12
WFG Advisors
Dallas,
Texas
| $10K | – | – | – |
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$161K | -3,200 | -99% |
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$354K | -7,045 | Closed |
|
SLQD Hedge Fund Activity: Q4 2014 in Review
13 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2014, worth a combined $13.6M — up 40% from $9.74M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SLQD positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $2.2M.
- 13 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2014, up from 11 in Q3 2014.
- Funds reported $13.6M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2014, up 40% quarter-over-quarter.
- 3 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2014 and 1 closed out, a net change of +2 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2014 was Virtu KCG Holdings, an estimated $3.17M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2014 was Bank of America, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2014.