iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
119 hedge funds and large institutions have $472M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.
113% more call options, than puts
Call options by funds: $198K | Put options by funds: $93K
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
14% more capital invested
Capital invested by funds: $414M → $472M (+$58.1M)
11% more funds holding
Funds holding: 107 → 119 (+12)
2.26% more ownership
Funds ownership: 29.27% → 31.53% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$27.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.7M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$10.2M |
| 4 |
EWF
Epstein & White Financial
San Diego,
California
|
+$9.02M |
| 5 |
Morgan Stanley
New York
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$20.2M |
| 2 |
Jane Street
New York
|
-$19.1M |
| 3 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$18.5M |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$9.57M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$4.1M |
SLQD Hedge Fund Activity: Q4 2018 in Review
119 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2018, worth a combined $472M — up 14% from $414M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLQD positions and 17 closed out — a net gain of 13 holders — while 45 added to existing stakes and 31 trimmed.
The largest buyer was Fiduciary Trust International of Pennsylvania, adding an estimated $27.9M. The largest seller was AssetMark Inc, cutting an estimated $20.2M.
- 119 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2018, up from 107 in Q3 2018.
- Funds reported $472M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 30 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2018 and 17 closed out, a net change of +13 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2018 was Fiduciary Trust International of Pennsylvania, an estimated $27.9M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2018 was AssetMark Inc, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2018.