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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

243 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$72.6M)

0.23% more ownership

Funds ownership: 61.41% → 61.64% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 247 → 243 (-4)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
243
Holders Change
-4
Holders Change %
-1.62%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
22
Increased
94
Reduced
83
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$28.3M
2
VAMG
Voisard Asset Management Group
Michigan
+$10.8M
3
AWS
Atria Wealth Solutions
New York
+$9.63M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.27M
5
ECA
Elevation Capital Advisory
Oregon
+$6.41M

Top Sellers

Rank Fund Capital Flow
1
WF
Williams Financial
Vermont
-$19.7M
2
Macquarie Group
Macquarie Group
Australia
-$8.39M
3
FTUS
Flow Traders U.S.
New York
-$5.79M
4
AI
Atria Investments
North Carolina
-$2.61M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$116M -$1.38M -27,695 -1%
LPL Financial
2
LPL Financial
California
$57.5M +$6.29M +125,855 +12%
LWM
3
LJI Wealth Management
Indiana
$55.5M +$1.49M +29,791 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$55.4M +$1.92M +38,398 +4%
UBS Group
5
UBS Group
Switzerland
$54.4M -$539K -10,782 -1%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51.8M -$894K -17,890 -2%
BI
7
Bramshill Investments
Florida
$46.6M +$28.3M +566,918 +157%
WIA
8
World Investment Advisors
California
$43.7M +$1.64M +32,907 +4%
Ameriprise
9
Ameriprise
Minnesota
$43.1M +$2.42M +48,416 +6%
MCM
10
MAI Capital Management
Ohio
$42.9M +$2.6M +51,948 +6%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42M – – –
GSWM
12
Greenup Street Wealth Management
Michigan
$38.2M +$6.4M +128,062 +20%
Bank of America
13
Bank of America
North Carolina
$34.7M -$1.56M -31,242 -4%
VAMG
14
Voisard Asset Management Group
Michigan
$33.8M +$10.8M +215,690 +47%
CBT
15
Crews Bank & Trust
Florida
$32M +$303K +6,065 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$29.9M +$3.03M +60,544 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.5M +$846K +16,933 +3%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$25.4M +$132K +2,640 +0.5%
CFD
19
Creative Financial Designs
Indiana
$21.3M +$697K +13,947 +3%
WWM
20
Wiser Wealth Management
Georgia
$19.6M +$903K +18,061 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$18.8M +$7.27M +145,558 +64%
CNB
22
Camden National Bank
Maine
$15M +$642K +12,853 +5%
Lido Advisors
23
Lido Advisors
California
$13.8M -$167K -3,345 -1%
CTA
24
Colonial Trust Advisors
South Carolina
$12.9M +$1.23M +24,682 +11%
FDP
25
Financiere des Professionnels
Quebec, Canada
$12.9M – – –
1
2 3 4 5

SLQD Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q1 2025, worth a combined $1.39B — up 5.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SLQD and 22 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 94 added.

The largest buyer was Bramshill Investments, adding an estimated $28.3M. The largest seller was Williams Financial, exiting entirely with an estimated $19.7M sold.

  • 243 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q1 2025, down from 247 in Q4 2024.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 22 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $28.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Williams Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.