iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
233 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, 72 increasing their positions, 92 reducing their positions, and 19 closing their positions.
77,851% more call options, than puts
Call options by funds: $70.2M | Put options by funds: $90K
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
4.8% more ownership
Funds ownership: 55.72% → 60.53% (+4.8%)
1% more funds holding
Funds holding: 230 → 233 (+3)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
2% less capital invested
Capital invested by funds: $1.44B → $1.42B (-$27.4M)
22% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$6.58M |
| 3 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
+$6.15M |
| 4 |
Jane Street
New York
|
+$5.73M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.67M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.1M |
| 4 |
IIA
Integral Investment Advisors
Turlock,
California
|
-$5.35M |
| 5 |
AssetMark Inc
Concord,
California
|
-$4.06M |
SLQD Hedge Fund Activity: Q3 2023 in Review
233 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2023, worth a combined $1.42B — down 1.9% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SLQD positions and 19 closed out — a net gain of 5 holders — while 72 added to existing stakes and 92 trimmed.
The largest buyer was Ameriprise, adding an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 233 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2023, up from 230 in Q2 2023.
- Funds reported $1.42B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
- 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $12.6M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q3 2023.