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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,405% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $5.12M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more capital invested

Capital invested by funds: $1.19B → $1.2B (+$3.07M)

0% more funds holding

Funds holding: 235235 (0)

0.03% less ownership

Funds ownership: 56.63%56.59% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
20
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M -$25.8M -526,310 -19%
Ameriprise
2
Ameriprise
Minnesota
$85.1M +$1.74M +35,441 +2%
UBS Group
3
UBS Group
Switzerland
$58.8M -$2.81M -57,233 -5%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$49.3M -$538K -10,963 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.2M +$2.3M +46,975 +5%
LWM
6
LJI Wealth Management
Indiana
$41.4M +$3.25M +66,315 +9%
Bank of America
7
Bank of America
North Carolina
$41.2M +$4.49M +91,590 +12%
WIA
8
World Investment Advisors
California
$38.9M +$16.3M +333,209 +73%
LPL Financial
9
LPL Financial
California
$38.5M -$625K -12,753 -2%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$36.5M
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$24.9M +$533K +10,871 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24.6M -$3.52M -71,686 -13%
Allianz Asset Management
13
Allianz Asset Management
Germany
$20M +$870K +17,730 +5%
WF
14
Williams Financial
Vermont
$18.5M -$21.3K -435 -0.1%
CFD
15
Creative Financial Designs
Indiana
$17.6M +$748K +15,241 +4%
WWM
16
Wiser Wealth Management
Georgia
$17.4M +$1.11M +22,718 +7%
RWA
17
River Wealth Advisors
Pennsylvania
$16.4M -$249K -5,086 -2%
GSWM
18
Greenup Street Wealth Management
Michigan
$15M -$339K -6,903 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.7M -$793K -16,170 -5%
BI
20
Bramshill Investments
Florida
$14.3M +$1.83M +37,235 +15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13.5M +$360K +7,343 +3%
FDP
22
Financiere des Professionnels
Quebec, Canada
$13.3M +$6.62M +135,000 +100%
CNB
23
Camden National Bank
Maine
$12.4M +$462K +9,415 +4%
GWMIA
24
Global Wealth Management Investment Advisory
Florida
$11.8M +$151K +3,081 +1%
PCIG
25
Partners Capital Investment Group
Massachusetts
$11.5M +$339K +6,920 +3%

SLQD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2024, worth a combined $1.2B — up 0.26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQD positions and 20 closed out — a net gain of 4 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 235 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.2B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 24 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was World Investment Advisors, an estimated $16.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.