iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
229 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.
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: 231 → 229 (-2)
3% less capital invested
Capital invested by funds: $1.49B → $1.44B (-$40.9M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$7.81M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$6.3M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$4.88M |
| 4 |
AssetMark Inc
Concord,
California
|
+$4.45M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$16.6M |
| 2 |
Jane Street
New York
|
-$15.4M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$11.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.7M |
SLQD Hedge Fund Activity: Q2 2023 in Review
229 of the 6,383 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 2.8% from $1.49B 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.
- 229 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2023, down from 231 in Q1 2023.
- Funds reported $1.44B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 2.8% 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.