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iShares 0-5 Year Investment Grade Corporate Bond ETF

245 hedge funds and large institutions have $1.39B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 91 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% more funds holding

Funds holding: 243245 (+2)

0% more capital invested

Capital invested by funds: $1.39B → $1.39B (+$4.93M)

0.84% less ownership

Funds ownership: 61.64%60.8% (-0.84%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
245
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
91
Closed
14
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M -$2.04M -40,703 -2%
LPL Financial
2
LPL Financial
California
$62.1M +$4.27M +85,058 +7%
LWM
3
LJI Wealth Management
Indiana
$56.7M +$826K +16,467 +1%
UBS Group
4
UBS Group
Switzerland
$55.9M +$1.11M +22,083 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$54.8M -$1.01M -20,130 -2%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51M -$1.16M -23,125 -2%
BI
7
Bramshill Investments
Florida
$48.3M +$1.38M +27,453 +3%
WIA
8
World Investment Advisors
California
$47.9M +$3.85M +76,635 +9%
Ameriprise
9
Ameriprise
Minnesota
$44.9M +$1.58M +31,437 +4%
MCM
10
MAI Capital Management
Ohio
$44.5M +$1.3M +25,863 +3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42.3M
VAMG
12
Voisard Asset Management Group
Michigan
$37.4M +$3.42M +68,085 +10%
GSWM
13
Greenup Street Wealth Management
Michigan
$36.3M -$2.12M -42,258 -6%
Bank of America
14
Bank of America
North Carolina
$34.2M -$762K -15,182 -2%
CBT
15
Crews Bank & Trust
Florida
$32.9M +$713K +14,198 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$31.8M +$1.63M +32,500 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$30.5M +$2.76M +55,046 +10%
CFD
18
Creative Financial Designs
Indiana
$22.4M +$973K +19,383 +5%
WWM
19
Wiser Wealth Management
Georgia
$20.3M +$614K +12,239 +3%
WC
20
Waterloo Capital
Texas
$17.3M +$5.24M +104,429 +44%
CNB
21
Camden National Bank
Maine
$15.5M +$395K +7,868 +3%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$14.4M -$11.1M -220,612 -44%
NA
23
NewEdge Advisors
Louisiana
$14.3M +$8.68M +173,028 +157%
CTA
24
Colonial Trust Advisors
South Carolina
$13.7M +$694K +13,833 +5%
Renaissance Technologies
25
Renaissance Technologies
New York
$13.4M -$5.46M -108,800 -29%

SLQD Hedge Fund Activity: Q2 2025 in Review

245 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q2 2025, worth a combined $1.39B — up 0.36% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLQD positions and 14 closed out — a net gain of 4 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.68M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.1M.

  • 245 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.39B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.36% quarter-over-quarter.
  • 18 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 14 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $8.68M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2025.