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iShares 0-5 Year Investment Grade Corporate Bond ETF

126 hedge funds and large institutions have $501M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

6% more funds holding

Funds holding: 119126 (+7)

5% more capital invested

Capital invested by funds: $475M → $501M (+$26M)

1.52% less ownership

Funds ownership: 28.45%26.93% (-1.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

64% less call options, than puts

Call options by funds: $45K | Put options by funds: $126K

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
14
Increased
61
Reduced
37
Closed
6
Calls
$45K
Puts
$126K
Net Calls
-$81K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.1M -$613K -12,133 -0.7%
MLIC
2
Mandatum Life Insurance Company
Finland
$35.7M +$13M +256,731 +58%
Ameriprise
3
Ameriprise
Minnesota
$35M +$3.17M +62,882 +10%
TF
4
TIAA FSB
Florida
$30.1M +$12.6M +249,342 +73%
UBS Group
5
UBS Group
Switzerland
$28.4M +$794K +15,732 +3%
Bank of America
6
Bank of America
North Carolina
$25.3M -$1.08M -21,300 -4%
WIA
7
World Investment Advisors
California
$17.5M +$2.17M +42,995 +14%
TIM
8
Tortoise Investment Management
New York
$14.4M +$4.34M +85,951 +44%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.3M +$31.9K +632 +0.2%
PA
10
Probity Advisors
Texas
$12.3M +$595K +11,782 +5%
TIA
11
Traphagen Investment Advisors
New Jersey
$12M +$653K +12,931 +6%
ACM
12
Advisors Capital Management
New Jersey
$10.1M +$767K +15,193 +8%
APSP
13
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.4M +$1.06M +20,969 +13%
FCIM
14
Fairview Capital Investment Management
California
$7.15M -$52.8K -1,045 -0.7%
BlackRock
15
BlackRock
New York
$7.05M +$475K +9,401 +7%
FIM
16
Freedom Investment Management
Connecticut
$6.97M -$707K -13,996 -9%
LPL Financial
17
LPL Financial
California
$6.69M -$302K -5,972 -4%
RJA
18
Raymond James & Associates
Florida
$6.53M +$152K +3,007 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.38M +$1.55M +30,699 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6.17M +$5.36M +106,212 +720%
EVM
21
Eaton Vance Management
Massachusetts
$5.71M +$82.5K +1,635 +1%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$5.28M -$559K -11,064 -10%
RWA
23
Redhawk Wealth Advisors
Minnesota
$4.44M +$569K +11,262 +15%
KWA
24
KCS Wealth Advisory
California
$4.3M +$1.07M +21,193 +34%
AG
25
Advisor Group
Arizona
$4.29M +$2.81M +55,732 +196%

SLQD Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2019, worth a combined $501M — up 5.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SLQD positions and 6 closed out — a net gain of 8 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was Mandatum Life Insurance Company, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $9.37M.

  • 126 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2019, up from 119 in Q1 2019.
  • Funds reported $501M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 14 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Mandatum Life Insurance Company, an estimated $13M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Flow Traders U.S., an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2019.