iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
59 hedge funds and large institutions have $153M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
480% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 5
53% more capital invested
Capital invested by funds: $100M → $153M (+$53.4M)
34% more funds holding
Funds holding: 44 → 59 (+15)
23.87% more ownership
Funds ownership: 45.3% → 69.17% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 3 |
Morgan Stanley
New York
|
+$3.46M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$2.87M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$845K |
| 3 |
LPL Financial
San Diego,
California
|
-$200K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$46.8K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$28K |
SLQD Hedge Fund Activity: Q1 2017 in Review
59 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2017, worth a combined $153M — up 53% from $100M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SLQD positions and 3 closed out — a net gain of 16 holders — while 29 added to existing stakes and 5 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was Estate Counselors, cutting an estimated $2.87M.
- 59 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2017, up from 44 in Q4 2016.
- Funds reported $153M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2017, up 53% quarter-over-quarter.
- 19 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2017 and 3 closed out, a net change of +16 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $17M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2017 was Estate Counselors, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2017.