SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$421M 8,882,734 +5,073,751 +133%
Mariner
2
Mariner
Kansas
$97.3M 2,052,380 +317,307 +18%
AWMS
3
Advocacy Wealth Management Services
Georgia
$81.4M 1,712,511 +50,794 +3%
Bank of America
4
Bank of America
North Carolina
$77.2M 1,628,734 -59,939 -4%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$57.8M 1,218,512 +1,218,512 New
Ameriprise
6
Ameriprise
Minnesota
$57.6M 1,213,264 +401,728 +50%
LPL Financial
7
LPL Financial
California
$57.4M 1,210,618 +303,553 +33%
UBS Group
8
UBS Group
Switzerland
$54.9M 1,158,519 +207,853 +22%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$51.8M 1,093,187 +17,181 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$46.7M 984,340 -167,279 -15%
Jane Street
11
Jane Street
New York
$33.2M 701,163 +570,389 +436%
WIA
12
World Investment Advisors
California
$31.5M 665,117 +4,780 +0.7%
AWM
13
AE Wealth Management
Kansas
$28.7M 605,789 +199,687 +49%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28.5M 601,445 +293 +0%
PA
15
Probity Advisors
Texas
$28.1M 592,406 -4,442 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$22.1M 466,864 +13,135 +3%
SEI Investments
17
SEI Investments
Pennsylvania
$21.4M 451,919 +451,919 New
TF
18
TIAA FSB
Florida
$21.1M 445,302 -57,351 -11%
DWP
19
Destiny Wealth Partners
Florida
$20.3M 427,788 -9,955 -2%
CWM
20
Curi Wealth Management
North Carolina
$20.1M 424,230 +81,124 +24%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$19.9M 420,552 +9,851 +2%
DAS
22
Dynamic Advisor Solutions
Arizona
$18.4M 388,818 +19,888 +5%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$17.8M 375,837 +375,837 New
Osaic Holdings
24
Osaic Holdings
Arizona
$16.8M 355,100 +9,879 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.6M 350,915 +3,958 +1%