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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.

New
Increased
Maintained
Reduced
Closed

14,118% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $258K

27% more capital invested

Capital invested by funds: $1.41B → $1.79B (+$377M)

4.24% more ownership

Funds ownership: 55.66%59.9% (+4.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 235234 (-1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.03%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$421M +$246M +5,073,751 +133%
Mariner
2
Mariner
Kansas
$97.3M +$15.4M +317,307 +18%
AWMS
3
Advocacy Wealth Management Services
Georgia
$81.4M +$2.46M +50,794 +3%
Bank of America
4
Bank of America
North Carolina
$77.2M -$2.9M -59,939 -4%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$57.8M +$59M +1,218,512 New
Ameriprise
6
Ameriprise
Minnesota
$57.6M +$19.4M +401,728 +50%
LPL Financial
7
LPL Financial
California
$57.4M +$14.7M +303,553 +33%
UBS Group
8
UBS Group
Switzerland
$54.9M +$10.1M +207,853 +22%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$51.8M +$832K +17,181 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$46.7M -$8.1M -167,279 -15%
Jane Street
11
Jane Street
New York
$33.2M +$27.6M +570,389 +436%
WIA
12
World Investment Advisors
California
$31.5M +$231K +4,780 +0.7%
AWM
13
AE Wealth Management
Kansas
$28.7M +$9.67M +199,687 +49%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28.5M +$14.2K +293 +0%
PA
15
Probity Advisors
Texas
$28.1M -$215K -4,442 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$22.1M +$636K +13,135 +3%
SEI Investments
17
SEI Investments
Pennsylvania
$21.4M +$21.9M +451,919 New
TF
18
TIAA FSB
Florida
$21.1M -$2.78M -57,351 -11%
DWP
19
Destiny Wealth Partners
Florida
$20.3M -$482K -9,955 -2%
CWM
20
Curi Wealth Management
North Carolina
$20.1M +$3.93M +81,124 +24%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$19.9M +$477K +9,851 +2%
DAS
22
Dynamic Advisor Solutions
Arizona
$18.4M +$963K +19,888 +5%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$17.8M +$18.2M +375,837 New
Osaic Holdings
24
Osaic Holdings
Arizona
$16.8M +$478K +9,879 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.6M +$192K +3,958 +1%

SLQD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2022, worth a combined $1.79B — up 27% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLQD positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Williams Financial, exiting entirely with an estimated $16.8M sold.

  • 234 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2022, down from 235 in Q2 2022.
  • Funds reported $1.79B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 27 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $246M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Williams Financial, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.