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iShares 0-5 Year Investment Grade Corporate Bond ETF

153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

3% more funds holding

Funds holding: 148153 (+5)

1.69% more ownership

Funds ownership: 30.66%32.35% (+1.7%)

3% more capital invested

Capital invested by funds: $600M → $620M (+$19.9M)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less call options, than puts

Call options by funds: $46K | Put options by funds: $53K

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.37%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
56
Reduced
57
Closed
10
Calls
$46K
Puts
$53K
Net Calls
-$7K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.9M -$6.93M -136,797 -9%
Jane Street
2
Jane Street
New York
$59.5M +$51.5M +1,015,833 +596%
TF
3
TIAA FSB
Florida
$37.9M -$304K -5,998 -0.8%
UBS Group
4
UBS Group
Switzerland
$27.9M -$2.71M -53,408 -9%
Bank of America
5
Bank of America
North Carolina
$25.1M -$3.16M -62,344 -11%
SFO
6
Stokes Family Office
Louisiana
$20.8M +$1.26M +24,853 +6%
SSWG
7
Seven Springs Wealth Group
Tennessee
$20.2M +$3.61M +71,166 +21%
AWM
8
Argent Wealth Management
Massachusetts
$19.5M +$3.9M +76,889 +25%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$19.3M +$2.04M +40,341 +12%
MLIC
10
Mandatum Life Insurance Company
Finland
$18.5M -$110K -2,166 -0.6%
PA
11
Probity Advisors
Texas
$14.7M +$604K +11,916 +4%
BlackRock
12
BlackRock
New York
$14.6M +$7.12M +140,458 +93%
Ameriprise
13
Ameriprise
Minnesota
$14.4M -$13.7M -271,006 -49%
WIA
14
World Investment Advisors
California
$14.3M -$999K -19,712 -6%
ACM
15
Advisors Capital Management
New Jersey
$12M +$1.19M +23,401 +11%
DFG
16
Demars Financial Group
Washington
$11.1M +$182K +3,600 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.02M +20,150 +10%
APSP
18
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.1M +$52.6K +1,039 +0.5%
LPL Financial
19
LPL Financial
California
$9.85M -$1.43M -28,181 -13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.18M +$2.31M +45,548 +39%
Citadel Advisors
21
Citadel Advisors
Florida
$7.79M +$7.88M +155,454 New
MFM
22
MD Financial Management
Ontario, Canada
$7.73M +$7.81M +154,163 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.71M -$4.63M -91,418 -37%
Wells Fargo
24
Wells Fargo
California
$7.68M +$4.15M +81,889 +115%
FCIM
25
Fairview Capital Investment Management
California
$7.02M -$15.2K -300 -0.2%

SLQD Hedge Fund Activity: Q1 2020 in Review

153 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2020, worth a combined $620M — up 3.3% from $600M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 10 closed out — a net gain of 8 holders — while 56 added to existing stakes and 57 trimmed.

The largest buyer was Jane Street, adding an estimated $51.5M. The largest seller was Ameriprise, cutting an estimated $13.7M.

  • 153 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2020, up from 148 in Q4 2019.
  • Funds reported $620M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2020, up 3.3% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 10 closed out, a net change of +8 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $51.5M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Ameriprise, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2020.