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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.24B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1.77% more ownership

Funds ownership: 56.59%58.36% (+1.8%)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.5M)

1% more funds holding

Funds holding: 235237 (+2)

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

92% less call options, than puts

Call options by funds: $207K | Put options by funds: $2.61M

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
82
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$111M -$570K -11,431 -0.5%
Ameriprise
2
Ameriprise
Minnesota
$92.5M +$5.25M +105,149 +6%
UBS Group
3
UBS Group
Switzerland
$61.5M +$1.34M +26,867 +2%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$51.1M +$629K +12,605 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$48.9M +$1.56M +31,306 +3%
LWM
6
LJI Wealth Management
Indiana
$44.9M +$2.55M +51,205 +6%
WIA
7
World Investment Advisors
California
$40.6M +$789K +15,820 +2%
LPL Financial
8
LPL Financial
California
$39.2M -$176K -3,519 -0.5%
Bank of America
9
Bank of America
North Carolina
$36.2M -$5.91M -118,500 -14%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$32.4M -$4.99M -100,000 -13%
Allianz Asset Management
11
Allianz Asset Management
Germany
$25.6M +$5.05M +101,160 +25%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$25.6M +$90K +1,803 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24M -$1.23M -24,710 -5%
WF
14
Williams Financial
Vermont
$19.4M +$449K +9,002 +2%
CFD
15
Creative Financial Designs
Indiana
$19.2M +$1.19M +23,786 +7%
WWM
16
Wiser Wealth Management
Georgia
$18M +$193K +3,872 +1%
GSWM
17
Greenup Street Wealth Management
Michigan
$16.9M +$1.52M +30,379 +10%
BI
18
Bramshill Investments
Florida
$16.3M +$1.67M +33,522 +12%
RWA
19
River Wealth Advisors
Pennsylvania
$16.2M -$617K -12,362 -4%
Lido Advisors
20
Lido Advisors
California
$14.6M +$4.17M +83,615 +41%
Osaic Holdings
21
Osaic Holdings
Arizona
$14.2M -$822K -16,469 -6%
CNB
22
Camden National Bank
Maine
$13.8M +$1.05M +21,145 +8%
FDP
23
Financiere des Professionnels
Quebec, Canada
$13.6M
Renaissance Technologies
24
Renaissance Technologies
New York
$12.9M +$1.41M +28,220 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$12.7M +$4.87M +97,580 +63%

SLQD Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2024, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 82 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.49M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $7.7M sold.

  • 237 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.24B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $9.49M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Meiji Yasuda Life Insurance, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2024.