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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $448K | Put options by funds: $124K

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $620M → $687M (+$67.2M)

10% more funds holding

Funds holding: 153168 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.67% less ownership

Funds ownership: 32.35%31.68% (-0.67%)

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$28.9M +562,167 +40%
MLIC
2
Mandatum Life Insurance Company
Finland
$44.9M +$25.3M +492,466 +134%
Bank of America
3
Bank of America
North Carolina
$37.8M +$11.6M +225,073 +45%
First Trust Advisors
4
First Trust Advisors
Illinois
$26.8M +$26.4M +513,496 New
UBS Group
5
UBS Group
Switzerland
$26.3M -$2.7M -52,446 -9%
AWM
6
Argent Wealth Management
Massachusetts
$22.1M +$1.75M +33,971 +9%
SSWG
7
Seven Springs Wealth Group
Tennessee
$21.9M +$872K +16,950 +4%
FMII
8
Farmers & Merchants Investments Inc
Nebraska
$21M +$927K +18,022 +5%
TF
9
TIAA FSB
Florida
$19.9M -$19.3M -374,754 -50%
BS
10
Banco Santander
Spain
$18.6M +$18.4M +357,739 New
PA
11
Probity Advisors
Texas
$16.3M +$1M +19,520 +7%
Ameriprise
12
Ameriprise
Minnesota
$15.9M +$926K +17,992 +6%
WIA
13
World Investment Advisors
California
$13.1M -$1.8M -35,070 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13M +$4.43M +86,083 +53%
Wells Fargo
15
Wells Fargo
California
$12.4M +$4.34M +84,276 +55%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.9M +$694K +13,482 +6%
DFG
17
Demars Financial Group
Washington
$11.7M +$188K +3,647 +2%
LPL Financial
18
LPL Financial
California
$11.6M +$1.3M +25,293 +13%
CS
19
Credit Suisse
Switzerland
$11.3M +$11.1M +216,213 New
APSP
20
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.6M -$917K -17,820 -9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.9M +$875K +17,013 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.77M -$6.17M -119,985 -42%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.31M +$4.61M +89,510 +128%
FCIM
24
Fairview Capital Investment Management
California
$7.15M -$153K -2,975 -2%
BlackRock
25
BlackRock
New York
$6.82M -$8.24M -160,212 -55%

SLQD Hedge Fund Activity: Q2 2020 in Review

168 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2020, worth a combined $687M — up 11% from $620M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLQD positions and 25 closed out — a net gain of 16 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was Jane Street, cutting an estimated $54.9M.

  • 168 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2020, up from 153 in Q1 2020.
  • Funds reported $687M of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 25 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $28.9M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $54.9M sold.

Based on aggregated 13F filings for Q2 2020.