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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 57

48% more call options, than puts

Call options by funds: $124K | Put options by funds: $84K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$8.79M)

0% more funds holding

Funds holding: 213213 (0)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2.41% less ownership

Funds ownership: 43.01%40.6% (-2.4%)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$116M -$4.91M -94,693 -4%
Bank of America
2
Bank of America
North Carolina
$51.6M +$5.8M +111,955 +13%
MLIC
3
Mandatum Life Insurance Company
Finland
$44M +$13.1K +252 +0%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$41.1M +$4.91M +94,707 +14%
UBS Group
5
UBS Group
Switzerland
$40M +$2.26M +43,621 +6%
TIA
6
Traphagen Investment Advisors
New Jersey
$39.1M +$2.9M +55,960 +18%
Jane Street
7
Jane Street
New York
$36M +$22.9M +441,924 +175%
Citadel Advisors
8
Citadel Advisors
Florida
$34.6M +$34.6M +667,846 New
WIA
9
World Investment Advisors
California
$33.3M -$158K -3,047 -0.5%
TF
10
TIAA FSB
Florida
$30.7M +$522K +10,064 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.1M +$1.94M +37,336 +7%
PA
12
Probity Advisors
Texas
$24.1M +$2.48M +47,788 +11%
LPL Financial
13
LPL Financial
California
$23.4M +$1.46M +28,232 +7%
DWP
14
Destiny Wealth Partners
Florida
$23.1M -$2.77M -53,341 -11%
Ameriprise
15
Ameriprise
Minnesota
$22.4M +$4.5M +86,747 +25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20M +$2.06M +39,710 +11%
First Trust Advisors
17
First Trust Advisors
Illinois
$18.3M -$6.25M -120,604 -25%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.1M +$2.85M +54,947 +19%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17.4M +$782K +15,078 +5%
AWM
20
AE Wealth Management
Kansas
$16.3M +$6.06M +116,786 +59%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15M +$2.17M +41,944 +17%
BMM
22
Buffington Mohr McNeal
Idaho
$13.1M +$559K +10,783 +4%
CNB
23
Camden National Bank
Maine
$12.4M +$1.02M +19,655 +9%
CWM
24
Curi Wealth Management
North Carolina
$11.9M +$2.48M +47,895 +26%
RWA
25
River Wealth Advisors
Pennsylvania
$11.3M +$1.13M +21,886 +11%

SLQD Hedge Fund Activity: Q2 2021 in Review

213 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2021, worth a combined $1.06B — up 0.84% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 15 closed out — a net gain of 3 holders — while 105 added to existing stakes and 57 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34.6M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 213 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.06B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 0.84% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 15 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Citadel Advisors, an estimated $34.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2021.