Who Owns SLQD?
iShares 0-5 Year Investment Grade Corporate Bond ETF — Institutional Ownership & 13F Holdings
$50.54
-0.03 (-0.06%)
Market Cap
$2.4B
Shares Outstanding
46,611,969
Institutional Holders
240
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+81
Institutional data as of Q1 2025
New Positions
62
Closed Positions
21
Increased
75
Decreased
68
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $115.6M | 2,298,814 |
| 2 | LJI Wealth Management, LLC | $55.5M | 1,104,378 |
| 3 | RAYMOND JAMES FINANCIAL INC | $55.4M | 1,102,672 |
| 4 | UBS Group AG | $54.4M | 1,082,055 |
| 5 | FARMERS & MERCHANTS INVESTMENTS INC | $51.8M | 1,031,220 |
| 6 | Bramshill Investments, LLC | $46.6M | 926,885 |
| 7 | World Investment Advisors | $43.7M | 869,939 |
| 8 | AMERIPRISE FINANCIAL INC | $43.1M | 856,200 |
| 9 | MAI Capital Management | $42.9M | 854,094 |
| 10 | Allspring Global Investments Holdings, LLC | $42.0M | 835,389 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LJI Wealth Management, LLC | +30K | $55.5M |
| RAYMOND JAMES FINANCIAL INC | +38K | $55.4M |
| Bramshill Investments, LLC | +567K | $46.6M |
| World Investment Advisors | +33K | $43.7M |
| AMERIPRISE FINANCIAL INC | +48K | $43.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MACQUARIE GROUP LTD | -168K | $207K |
| Atria Investments, Inc | -52K | $4K |
| Global Wealth Management Investment Advisory, Inc. | -35K | $11.4M |
| BANK OF AMERICA CORP /DE/ | -31K | $34.7M |
| MORGAN STANLEY | -28K | $115.6M |
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Frequently Asked Questions
How many institutional investors hold SLQD?
As of Q1 2025, 240 institutional investors report holding SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most SLQD?
The largest institutional holder of SLQD is MORGAN STANLEY with $115.6M in shares.
Are institutions buying or selling SLQD?
This quarter, 62 institutions opened new positions in SLQD and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.