iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
213 hedge funds and large institutions have $1.05B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 62 reducing their positions, and 20 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 62
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
9% more capital invested
Capital invested by funds: $959M → $1.05B (+$89.1M)
4% more funds holding
Funds holding: 205 → 213 (+8)
2.07% less ownership
Funds ownership: 45.07% → 43.01% (-2.1%)
73% less call options, than puts
Call options by funds: $179K | Put options by funds: $651K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$25.9M |
| 2 |
Jane Street
New York
|
+$10.5M |
| 3 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
+$8.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.72M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$20.2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.6M |
| 3 |
BS
Banco Santander
Madrid,
Spain
|
-$9.34M |
| 4 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$9.03M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.26M |
SLQD Hedge Fund Activity: Q1 2021 in Review
213 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2021, worth a combined $1.05B — up 9.3% from $959M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SLQD positions and 20 closed out — a net gain of 9 holders — while 92 added to existing stakes and 62 trimmed.
The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $25.9M. The largest seller was Shufro Rose & Co, cutting an estimated $20.2M.
- 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2021, up from 205 in Q4 2020.
- Funds reported $1.05B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 9.3% quarter-over-quarter.
- 29 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 20 closed out, a net change of +9 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was Destiny Wealth Partners, an estimated $25.9M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Shufro Rose & Co, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2021.