iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
237 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 14 closing their positions.
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
12% more funds holding
Funds holding: 211 → 237 (+26)
10% more capital invested
Capital invested by funds: $1.07B → $1.19B (+$112M)
5.51% more ownership
Funds ownership: 41.25% → 46.76% (+5.5%)
5% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
89% less call options, than puts
Call options by funds: $81K | Put options by funds: $753K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.5M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$35.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$19.3M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$8.72M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15M |
| 2 |
Jane Street
New York
|
-$12.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.86M |
| 4 |
JP Morgan Chase
New York
|
-$7.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.95M |
SLQD Hedge Fund Activity: Q4 2021 in Review
237 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2021, worth a combined $1.19B — up 10% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SLQD positions and 14 closed out — a net gain of 32 holders — while 80 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $15M.
- 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2021, up from 211 in Q3 2021.
- Funds reported $1.19B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 10% quarter-over-quarter.
- 46 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 14 closed out, a net change of +32 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $39.5M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2021.