iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
247 hedge funds and large institutions have $1.31B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
6% more capital invested
Capital invested by funds: $1.24B → $1.31B (+$77.8M)
4% more funds holding
Funds holding: 237 → 247 (+10)
3.04% more ownership
Funds ownership: 58.36% → 61.41% (+3%)
9% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 81
57% less call options, than puts
Call options by funds: $429K | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$40M |
| 2 |
VAMG
Voisard Asset Management Group
Grand Rapids,
Michigan
|
+$22.1M |
| 3 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
+$14.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.9M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$9.59M |
| 4 |
RWA
River Wealth Advisors
Camp Hill,
Pennsylvania
|
-$8.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.34M |
SLQD Hedge Fund Activity: Q4 2024 in Review
247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q4 2024, worth a combined $1.31B — up 6.3% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SLQD positions and 17 closed out — a net gain of 15 holders — while 88 added to existing stakes and 81 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $40M. The largest seller was Ameriprise, cutting an estimated $51.2M.
- 247 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q4 2024, up from 237 in Q3 2024.
- Funds reported $1.31B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 6.3% quarter-over-quarter.
- 32 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 17 closed out, a net change of +15 holders.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $40M added.
- The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Ameriprise, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2024.