iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
32 hedge funds and large institutions have $105M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
10% more funds holding
Funds holding: 29 → 32 (+3)
9.75% more ownership
Funds ownership: 98.88% → 108.63% (+9.7%)
10% more capital invested
Capital invested by funds: $95.7M → $105M (+$9.26M)
99% less call options, than puts
Call options by funds: $7K | Put options by funds: $486K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.15M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.77M |
| 3 |
SAM
Symphony Asset Management
San Francisco,
California
|
+$637K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$467K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$657K |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$454K |
| 4 |
CFC
Coyle Financial Counsel
Glenview,
Illinois
|
-$266K |
| 5 |
Bank of New York Mellon
New York
|
-$229K |
SLQD Hedge Fund Activity: Q3 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2016, worth a combined $105M — up 9.7% from $95.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SLQD positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.15M. The largest seller was AssetMark Inc, cutting an estimated $2.46M.
- 32 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2016, up from 29 in Q2 2016.
- Funds reported $105M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2016, up 9.7% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 6 closed out, a net change of +3 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Morgan Stanley, an estimated $9.15M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2016 was AssetMark Inc, an estimated $2.46M sold.
Based on aggregated 13F filings for Q3 2016.