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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

246,461% more call options, than puts

Call options by funds: $76.4M | Put options by funds: $31K

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

17% more capital invested

Capital invested by funds: $1.2B → $1.41B (+$206M)

3.07% more ownership

Funds ownership: 52.59%55.66% (+3.1%)

1% less funds holding

Funds holding: 237235 (-2)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

21% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 94

Holders
235
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.96%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.29%
New
31
Increased
74
Reduced
94
Closed
33
Calls
$76.4M
Puts
$31K
Net Calls
+$76.4M
Net Calls Change
+$75.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$6.47M +132,776 +4%
Mariner
2
Mariner
Kansas
$84.1M +$84.6M +1,735,073 New
Bank of America
3
Bank of America
North Carolina
$81.8M +$39.9M +818,858 +94%
AWMS
4
Advocacy Wealth Management Services
Georgia
$80.5M +$81M +1,661,717 New
First Trust Advisors
5
First Trust Advisors
Illinois
$55.8M -$13.5M -276,522 -19%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$52.1M +$4.93M +101,062 +10%
UBS Group
7
UBS Group
Switzerland
$46.1M +$1.26M +25,777 +3%
LPL Financial
8
LPL Financial
California
$44M +$4.3M +88,148 +11%
Ameriprise
9
Ameriprise
Minnesota
$39.3M +$6.22M +127,660 +19%
WIA
10
World Investment Advisors
California
$32.3M -$923K -18,931 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.1M +$815K +16,732 +3%
PA
12
Probity Advisors
Texas
$28.9M +$1.22M +24,989 +4%
TF
13
TIAA FSB
Florida
$24.4M -$3.29M -67,517 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$22M +$1.77M +36,393 +9%
DWP
15
Destiny Wealth Partners
Florida
$21.2M -$919K -18,858 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$19.9M +$12.6M +258,310 +170%
AWM
17
AE Wealth Management
Kansas
$19.7M +$1.14M +23,455 +6%
DAS
18
Dynamic Advisor Solutions
Arizona
$17.9M +$2.89M +59,197 +19%
HighTower Advisors
19
HighTower Advisors
Illinois
$16.8M -$18.8M -386,044 -53%
WF
20
Williams Financial
Vermont
$16.8M +$16.9M +345,831 New
Osaic Holdings
21
Osaic Holdings
Arizona
$16.7M -$1.06M -21,661 -6%
CWM
22
Curi Wealth Management
North Carolina
$16.6M +$1.78M +36,567 +12%
BMM
23
Buffington Mohr McNeal
Idaho
$15.2M -$1.5M -30,844 -9%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$15M -$68.2K -1,400 -0.4%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$15M

SLQD Hedge Fund Activity: Q2 2022 in Review

235 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2022, worth a combined $1.41B — up 17% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SLQD and 31 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 74 added.

The largest buyer was Mariner, opening a new position worth an estimated $84.6M. The largest seller was Mandatum Life Insurance Company, exiting entirely with an estimated $20.9M sold.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2022, down from 237 in Q1 2022.
  • Funds reported $1.41B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2022, up 17% quarter-over-quarter.
  • 31 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 33 closed out, a net change of -2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Mariner, an estimated $84.6M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Mandatum Life Insurance Company, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2022.