SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Overview Fund Activity

232 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 18 closing their positions.

Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.7%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
24
Increased
71
Reduced
92
Closed
18
Calls
$70.2M
Puts
$90K
Net Calls
+$70.1M
Net Calls Change
-$9.75M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$11.9M
4
Jane Street
4
Jane Street
New York
$5.72M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Bank of America
2
Bank of America
North Carolina
$45.4M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
IIA
4
Integral Investment Advisors
California
$6.38M
5
AssetMark Inc
5
AssetMark Inc
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$137M 2,853,704 +60,278 +2%
Morgan Stanley
2
Morgan Stanley
New York
$120M 2,510,576 -453,573 -15%
AWMS
3
Advocacy Wealth Management Services
Georgia
$104M 2,170,462 +101,906 +5%
Ameriprise
4
Ameriprise
Minnesota
$89.2M 1,855,973 +260,977 +16%
UBS Group
5
UBS Group
Switzerland
$51.3M 1,067,981 +61,334 +6%
Macquarie Group
6
Macquarie Group
Australia
$50.3M 1,047,250 -12,467 -1%
FMII
7
Farmers & Merchants Investments Inc
Nebraska
$49.6M 1,033,608 -80,301 -7%
Bank of America
8
Bank of America
North Carolina
$45.4M 946,685 -200,948 -18%
LPL Financial
9
LPL Financial
California
$40.1M 836,289 -126,697 -13%
WIA
10
World Investment Advisors
California
$36.1M 752,903 +23,808 +3%
LWM
11
LJI Wealth Management
Indiana
$35M 729,432 +18,464 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$33.3M 694,558 +46,283 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29.5M 614,935 -9,346 -1%
PA
14
Probity Advisors
Texas
$28.5M 594,531 -3,420 -0.6%
AWM
15
AE Wealth Management
Kansas
$23.2M 482,538 +14,453 +3%
Allianz Asset Management
16
Allianz Asset Management
Germany
$20.4M 424,298 +136,820 +48%
HighTower Advisors
17
HighTower Advisors
Illinois
$19.7M 409,545 -20,065 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.8M 370,629 -1,566 -0.4%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$17.1M 357,127 +357,127 New
RWA
20
River Wealth Advisors
Pennsylvania
$17M 354,876 -11,703 -3%
CFD
21
Creative Financial Designs
Indiana
$15M 312,567 +33,549 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.7M 305,761 +10,944 +4%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$14.6M 304,331 – –
WWM
24
Wiser Wealth Management
Georgia
$14M 292,044 +9,175 +3%
PCIG
25
Partners Capital Investment Group
Massachusetts
$14M 290,887 -4,357 -1%
1
2 3 4 5