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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $547K | Put options by funds: $37K

5.77% more ownership

Funds ownership: 46.82%52.59% (+5.8%)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$19.1M)

1% less funds holding

Funds holding: 239237 (-2)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.74%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
32
Increased
91
Reduced
83
Closed
30
Calls
$547K
Puts
$37K
Net Calls
+$510K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$181M +$21.9M +436,918 +13%
First Trust Advisors
2
First Trust Advisors
Illinois
$70.5M +$34.4M +686,936 +93%
FMII
3
Farmers & Merchants Investments Inc
Nebraska
$48.1M +$3.05M +60,842 +7%
UBS Group
4
UBS Group
Switzerland
$45.7M +$5.8M +115,698 +14%
Bank of America
5
Bank of America
North Carolina
$42.9M -$2.94M -58,680 -6%
LPL Financial
6
LPL Financial
California
$40.4M +$12M +240,273 +42%
HighTower Advisors
7
HighTower Advisors
Illinois
$36.2M +$6.84M +136,423 +23%
Ameriprise
8
Ameriprise
Minnesota
$33.8M +$14.6M +292,203 +75%
WIA
9
World Investment Advisors
California
$33.5M -$679K -13,552 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.8M -$1.63M -32,445 -5%
PA
11
Probity Advisors
Texas
$28.2M +$2.56M +51,011 +10%
TF
12
TIAA FSB
Florida
$28.1M +$1.99M +39,712 +7%
Goldman Sachs
13
Goldman Sachs
New York
$23.4M +$22.8M +455,388 +2,571%
DWP
14
Destiny Wealth Partners
Florida
$22.5M +$2.81M +56,020 +14%
MLIC
15
Mandatum Life Insurance Company
Finland
$20.9M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.6M +$2.48M +49,554 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.1M -$199K -3,962 -1%
AWM
18
AE Wealth Management
Kansas
$18.9M +$2.05M +40,933 +12%
BMM
19
Buffington Mohr McNeal
Idaho
$17M -$285K -5,683 -2%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$15.4M -$426K -8,500 -3%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$15.3M
DAS
22
Dynamic Advisor Solutions
Arizona
$15.3M +$4.42M +88,263 +40%
CWM
23
Curi Wealth Management
North Carolina
$15.1M +$1.11M +22,225 +8%
CNB
24
Camden National Bank
Maine
$15.1M +$416K +8,306 +3%
RWA
25
River Wealth Advisors
Pennsylvania
$12.8M +$658K +13,130 +5%

SLQD Hedge Fund Activity: Q1 2022 in Review

237 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2022, worth a combined $1.2B — up 1.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SLQD positions and 30 closed out — a net gain of 2 holders — while 91 added to existing stakes and 83 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $34.4M. The largest seller was Eaton Vance Management, cutting an estimated $36.7M.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2022, down from 239 in Q4 2021.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2022, up 1.6% quarter-over-quarter.
  • 32 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was First Trust Advisors, an estimated $34.4M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Eaton Vance Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2022.