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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$99.4M)

2.88% more ownership

Funds ownership: 60.8%63.68% (+2.9%)

1% less funds holding

Funds holding: 245242 (-3)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
23
Increased
96
Reduced
80
Closed
19
Calls
$73K
Puts
$980K
Net Calls
-$907K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$118M +$2.96M +58,451 +3%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$89M +$46.3M +915,545 +110%
LWM
3
LJI Wealth Management
Indiana
$58.6M +$1.64M +32,429 +3%
UBS Group
4
UBS Group
Switzerland
$56.7M +$596K +11,775 +1%
LPL Financial
5
LPL Financial
California
$56.6M -$5.76M -113,804 -9%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$50.2M -$1.02M -20,089 -2%
WIA
7
World Investment Advisors
California
$49.4M +$1.24M +24,589 +3%
BI
8
Bramshill Investments
Florida
$49.2M +$654K +12,928 +1%
MCM
9
MAI Capital Management
Ohio
$48.4M +$3.61M +71,345 +8%
Ameriprise
10
Ameriprise
Minnesota
$47.6M +$2.5M +49,354 +6%
GSWM
11
Greenup Street Wealth Management
Michigan
$44.1M +$7.65M +151,092 +21%
VAMG
12
Voisard Asset Management Group
Michigan
$40.7M +$3.1M +61,263 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$35.1M -$19.8M -391,306 -36%
CBT
14
Crews Bank & Trust
Florida
$34.8M +$1.68M +33,172 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$33.8M +$3.22M +63,699 +11%
Bank of America
16
Bank of America
North Carolina
$32M -$2.31M -45,739 -7%
FDP
17
Financiere des Professionnels
Quebec, Canada
$28.5M +$15.4M +304,500 +119%
CFD
18
Creative Financial Designs
Indiana
$23.6M +$1.05M +20,790 +5%
NA
19
NewEdge Advisors
Louisiana
$23.5M +$9.08M +179,394 +63%
WWM
20
Wiser Wealth Management
Georgia
$22.8M +$2.38M +47,088 +12%
Allianz Asset Management
21
Allianz Asset Management
Germany
$22.7M -$9.15M -180,844 -29%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$19M +$18.3M +360,962 +2,970%
CNB
23
Camden National Bank
Maine
$16.9M +$1.35M +26,679 +9%
CTA
24
Colonial Trust Advisors
South Carolina
$14.5M +$806K +15,938 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$14.4M +$4.69M +92,708 +48%

SLQD Hedge Fund Activity: Q3 2025 in Review

242 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) for Q3 2025, worth a combined $1.49B — up 7.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLQD positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $46.3M. The largest seller was Raymond James Financial, cutting an estimated $19.8M.

  • 242 institutional investors held iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.49B of iShares 0-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allspring Global Investments, an estimated $46.3M added.
  • The largest iShares 0-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Raymond James Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2025.