iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
244 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.
780% more call options, than puts
Call options by funds: $792K | Put options by funds: $90K
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
5% more funds holding
Funds holding: 232 → 244 (+12)
4.74% less ownership
Funds ownership: 60.52% → 55.78% (-4.7%)
12% less capital invested
Capital invested by funds: $1.42B → $1.25B (-$167M)
34% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.2M |
| 2 |
Renaissance Technologies
New York
|
+$13.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.1M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$8.66M |
| 5 |
MM
Main Management
San Francisco,
California
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$135M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$56.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$48.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.1M |
| 5 |
PA
Probity Advisors
Dallas,
Texas
|
-$12M |
SLQD Hedge Fund Activity: Q4 2023 in Review
244 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2023, worth a combined $1.25B — down 12% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SLQD positions and 24 closed out — a net gain of 12 holders — while 69 added to existing stakes and 104 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.2M. The largest seller was Mariner, cutting an estimated $135M.
- 244 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2023, up from 232 in Q3 2023.
- Funds reported $1.25B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 12% quarter-over-quarter.
- 36 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 24 closed out, a net change of +12 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $24.2M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Mariner, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2023.