iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
232 hedge funds and large institutions have $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.
1,159% more call options, than puts
Call options by funds: $428K | Put options by funds: $34K
0.98% less ownership
Funds ownership: 54.39% → 53.4% (-0.98%)
4% less funds holding
Funds holding: 242 → 232 (-10)
11% less capital invested
Capital invested by funds: $1.65B → $1.47B (-$178M)
12% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 91
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$19.1M |
| 2 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
+$13.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.4M |
| 4 |
Jane Street
New York
|
+$10M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$62.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.5M |
| 4 |
Morgan Stanley
New York
|
-$23.3M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$18.2M |
SLQD Hedge Fund Activity: Q1 2023 in Review
232 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2023, worth a combined $1.47B — down 11% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SLQD and 25 opened new positions — a net loss of 6 holders — while 91 trimmed existing stakes and 80 added.
The largest buyer was TIAA FSB, adding an estimated $19.1M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $62.6M sold.
- 232 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2023, down from 242 in Q4 2022.
- Funds reported $1.47B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 25 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 31 closed out, a net change of -6 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was TIAA FSB, an estimated $19.1M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Pathstone Family Office, an estimated $62.6M sold.
Based on aggregated 13F filings for Q1 2023.