iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
241 hedge funds and large institutions have $1.62B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 32 closing their positions.
80,114% more call options, than puts
Call options by funds: $40.9M | Put options by funds: $51K
44% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 32
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
3% more funds holding
Funds holding: 233 → 241 (+8)
7% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 87
6.52% less ownership
Funds ownership: 59.88% → 53.36% (-6.5%)
10% less capital invested
Capital invested by funds: $1.79B → $1.62B (-$170M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$43.2M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$30.5M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$28.9M |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$259M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$57.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$46.7M |
| 4 |
Jane Street
New York
|
-$28.2M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$21.4M |
SLQD Hedge Fund Activity: Q4 2022 in Review
241 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2022, worth a combined $1.62B — down 9.5% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SLQD positions and 32 closed out — a net gain of 14 holders — while 81 added to existing stakes and 87 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $58M. The largest seller was Morgan Stanley, cutting an estimated $259M.
- 241 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2022, up from 233 in Q3 2022.
- Funds reported $1.62B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2022, down 9.5% quarter-over-quarter.
- 46 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 32 closed out, a net change of +14 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was Macquarie Group, an estimated $58M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2022.