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iShares 0-5 Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$16.9M)

0.65% more ownership

Funds ownership: 40.6%41.25% (+0.65%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 213211 (-2)

75% less call options, than puts

Call options by funds: $130K | Put options by funds: $523K

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$128M +$11.9M +230,450 +10%
Bank of America
2
Bank of America
North Carolina
$53M +$1.54M +29,668 +3%
FMII
3
Farmers & Merchants Investments Inc
Nebraska
$44.1M +$3.13M +60,460 +8%
UBS Group
4
UBS Group
Switzerland
$42.9M +$3.03M +58,431 +8%
TIA
5
Traphagen Investment Advisors
New Jersey
$39.4M +$312K +6,018 +2%
WIA
6
World Investment Advisors
California
$34.4M +$1.22M +23,585 +4%
TF
7
TIAA FSB
Florida
$29.7M -$897K -17,324 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$29.6M +$9.67M +186,778 +48%
Ameriprise
9
Ameriprise
Minnesota
$29.2M +$6.92M +133,636 +31%
HighTower Advisors
10
HighTower Advisors
Illinois
$28.1M -$980K -18,917 -3%
PA
11
Probity Advisors
Texas
$25.3M +$1.24M +24,006 +5%
LPL Financial
12
LPL Financial
California
$22.7M -$620K -11,964 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$22.7M +$7.74M +149,375 +52%
MLIC
14
Mandatum Life Insurance Company
Finland
$21.9M -$22M -425,183 -50%
DWP
15
Destiny Wealth Partners
Florida
$20.4M -$2.6M -50,136 -11%
First Trust Advisors
16
First Trust Advisors
Illinois
$18.8M +$554K +10,698 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.6M +$605K +11,689 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$17.3M -$104K -2,004 -0.6%
BMM
19
Buffington Mohr McNeal
Idaho
$16.6M +$3.57M +68,891 +27%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$16.5M +$15.7M +303,969 +1,876%
Jane Street
21
Jane Street
New York
$16.4M -$19.6M -378,557 -54%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$16M +$16.1M +310,269 New
CNB
23
Camden National Bank
Maine
$13.9M +$1.59M +30,742 +13%
CWM
24
Curi Wealth Management
North Carolina
$13.7M +$1.86M +35,873 +16%
AWM
25
AE Wealth Management
Kansas
$13.2M -$3.01M -58,123 -19%

SLQD Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2021, worth a combined $1.07B — up 1.6% from $1.06B a quarter earlier.

Fund positioning in SLQD was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 65 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 211 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2021, down from 213 in Q2 2021.
  • Funds reported $1.07B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Aberdeen Group, an estimated $16.1M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2021.