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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

230 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

798,110% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $10K

2.32% more ownership

Funds ownership: 53.4% → 55.72% (+2.3%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 232 → 230 (-2)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$30.4M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.61%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
24
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.81M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$6.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$4.88M
4
AssetMark Inc
AssetMark Inc
California
+$4.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M

Top Sellers

1
KLI
Kelman-Lazarov Inc
Tennessee
-$16.6M
2
Jane Street
Jane Street
New York
-$15.4M
3
TF
TIAA FSB
Florida
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
5
UBS Group
UBS Group
Switzerland
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$143M -$144K -2,973 -0.1%
Mariner
2
Mariner
Kansas
$135M +$1.93M +39,886 +1%
AWMS
3
Advocacy Wealth Management Services
Georgia
$99.7M +$4.88M +100,976 +5%
Ameriprise
4
Ameriprise
Minnesota
$76.8M -$6.23M -128,811 -7%
Bank of America
5
Bank of America
North Carolina
$55.3M -$6.29M -130,050 -10%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$53.7M -$1.49M -30,879 -3%
Macquarie Group
7
Macquarie Group
Australia
$51.1M -$1.48M -30,621 -3%
UBS Group
8
UBS Group
Switzerland
$48.5M -$7.7M -159,218 -14%
LPL Financial
9
LPL Financial
California
$46.4M +$329K +6,810 +0.7%
WIA
10
World Investment Advisors
California
$35.1M +$1.22M +25,275 +4%
LWM
11
LJI Wealth Management
Indiana
$34.3M +$998K +20,635 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$31.3M -$447K -9,251 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$30.1M -$10.1M -207,873 -25%
PA
14
Probity Advisors
Texas
$28.8M +$28.9M +597,951 New
TF
15
TIAA FSB
Florida
$23.6M -$11.9M -246,360 -33%
AWM
16
AE Wealth Management
Kansas
$22.6M -$117K -2,422 -0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$20.7M -$296K -6,131 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.9M -$414K -8,552 -2%
RWA
19
River Wealth Advisors
Pennsylvania
$17.7M -$229K -4,726 -1%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$14.7M – – –
PCIG
21
Partners Capital Investment Group
Massachusetts
$14.2M +$2.7M +55,923 +23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.2M +$923K +19,081 +7%
Allianz Asset Management
23
Allianz Asset Management
Germany
$13.9M +$7.81M +161,475 +128%
WWM
24
Wiser Wealth Management
Georgia
$13.6M +$185K +3,827 +1%
CFD
25
Creative Financial Designs
Indiana
$13.5M +$899K +18,601 +7%
1
2 3 4 5

SLQD Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2023, worth a combined $1.44B — down 2.1% from $1.47B a quarter earlier.

Fund positioning in SLQD was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 70 added to existing stakes and 98 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.81M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $16.6M sold.

  • 230 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 232 in Q1 2023.
  • Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Allianz Asset Management, an estimated $7.81M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Kelman-Lazarov Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.