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iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) Institutional Ownership

iShares 0-5 Year Investment Grade Corporate Bond ETF logo
$50.20 -0.22 (-0.43%)
As of 12:13 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 0-5 Year Investment Grade Corporate Bond ETF (NASDAQ:SLQD)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$76.22M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$61.57M
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SLQD Institutional Buying and Selling by Quarter

iShares 0-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Sierra Capital LLC133,358$6.71M0.8%-0.9%0.303%
4/28/2025 Rosenberg Matthew Hamilton104,210$5.24M1.3%-1.1%0.237%
4/25/2025 Argent Advisors Inc.38,894$1.96M0.7%+20.7%0.089%
4/23/2025 Creative Financial Designs Inc. ADV423,385$21.29M1.7%+3.4%0.964%
4/22/2025 Crews Bank & Trust636,973$32.03M5.5%+1.0%1.451%
4/17/2025 Janney Montgomery Scott LLC20,862$1.05M0.0%+24.8%0.047%
4/16/2025 Farmers & Merchants Investments Inc.1,031,220$51.85M1.6%-1.7%2.310%
4/9/2025 NBC Securities Inc.636$32K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC2,735$138K0.0%-31.8%0.006%
4/7/2025 AdvisorNet Financial Inc3,425$172K0.0%+21.9%0.008%
2/18/2025 Sunbelt Securities Inc.3,354$167K0.0%+23.0%0.008%
2/18/2025 Novem Group4,401$219K0.0%N/A0.010%
2/17/2025Colonial Trust Co SC149,779$7.45M1.1%+5.3%0.341%
2/17/2025Bramshill Investments LLC359,967$17.91M2.8%+11.3%0.820%
2/17/2025Cary Street Partners Financial LLC28,242$1.41M0.0%N/A0.064%
2/17/2025Baird Financial Group Inc.81,282$4.04M0.0%-14.6%0.185%
2/17/2025BNP Paribas Financial Markets6,100$303K0.0%+124.2%0.014%
2/17/2025Ameriprise Financial Inc.807,784$40.18M0.0%-55.9%1.840%
2/13/2025Colonial Trust Advisors231,712$11.53M1.0%+4.4%0.528%
2/13/2025Waterloo Capital L.P.200,634$9.98M1.1%+15.2%0.457%
2/12/2025Atlas Capital Advisors Inc.1,398$70K0.0%N/A0.003%
2/12/2025OLD Mission Capital LLC25,321$1.26M0.0%N/A0.058%
2/12/2025Summit Financial LLC147,227$7.32M0.3%+7.1%0.335%
2/12/2025American Money Management LLC37,894$1.89M0.4%-4.6%0.086%
2/12/2025JPMorgan Chase & Co.133,932$6.66M0.0%-4.2%0.305%
2/11/2025TIAA Trust National Association502,913$25.02M0.1%-0.8%1.146%
2/10/2025 Argent Advisors Inc.32,223$1.60M0.6%-12.1%0.073%
2/10/2025 Creative Financial Designs Inc. ADV409,438$20.37M1.7%+7.6%0.933%
2/4/2025Sierra Capital LLC134,622$6.70M0.8%+44.1%0.307%
1/31/2025Partners Capital Investment Group LLP197,135$9.81M0.3%-15.8%0.449%
1/28/2025 Farmers & Merchants Investments Inc.1,049,110$52.18M1.6%+3.6%2.387%
1/23/2025Strategic Advocates LLC18,087$900K0.3%+18.0%0.042%
1/23/2025 Crews Bank & Trust630,908$31.38M5.3%N/A1.450%
1/22/2025 Greenup Street Wealth Management LLC631,455$31.41M6.2%+88.9%1.452%
1/17/2025 Avior Wealth Management LLC4,199$209K0.0%N/A0.010%
1/17/2025 Janney Montgomery Scott LLC16,722$832K0.0%+106.1%0.038%
1/15/2025Arkadios Wealth Advisors12,270$610K0.0%-3.7%0.028%
1/14/2025 Rosenberg Matthew Hamilton105,415$5.24M1.4%-2.1%0.243%
1/13/2025 AdvisorNet Financial Inc2,810$140K0.0%N/A0.006%
12/26/2024JPMorgan Chase & Co.139,749$7.05M0.0%+203.3%0.330%
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11/13/2024BNP Paribas Financial Markets2,721$137K0.0%+58.7%0.006%
11/13/2024 Private Trust Co. NA4,390$221K0.0%-4.6%0.010%
11/5/2024Prime Capital Investment Advisors LLC7,438$375K0.0%-21.1%0.018%
10/28/2024 Creative Financial Designs Inc. ADV380,695$19.20M1.6%+6.7%0.904%
10/28/2024 Rosenberg Matthew Hamilton107,720$5.43M1.4%+16.5%0.256%
10/25/2024 Farmers & Merchants Investments Inc.1,012,704$51.07M1.6%+1.3%2.405%
10/24/2024Arkadios Wealth Advisors12,738$642K0.0%+22.5%0.030%
10/22/2024Sierra Capital LLC93,436$4.71M0.6%-20.0%0.222%
10/16/2024 Greenup Street Wealth Management LLC334,335$16.86M3.5%+10.0%0.797%
10/15/2024 NBC Securities Inc.2,029$102K0.0%-51.6%0.005%
8/12/2024Waterloo Capital L.P.91,738$4.52M0.5%+340.9%0.212%
8/7/2024Ashton Thomas Private Wealth LLC2,523$124K0.0%N/A0.006%
8/5/2024 Farmers & Merchants Investments Inc.1,000,099$49.26M1.6%-1.1%2.312%
8/3/20249258 Wealth Management LLC6,057$298K0.0%-9.4%0.014%
8/1/2024TIAA Trust National Association504,976$24.87M0.1%+2.2%1.173%
8/1/2024Summit Financial LLC90,503$4.46M0.2%-1.8%0.210%
7/30/2024Atlas Capital Advisors LLC1,148$57K0.0%N/A0.003%
7/30/2024 Argent Advisors Inc.34,957$1.72M0.7%-3.7%0.081%
7/29/2024Arkadios Wealth Advisors10,401$512K0.0%N/A0.024%
7/27/2024 Rosenberg Matthew Hamilton92,482$4.54M1.3%-21.1%0.215%
7/26/2024Sierra Capital LLC116,771$5.75M0.8%+11.2%0.271%
7/11/2024Strategic Advocates LLC18,363$904K0.4%+2.4%0.043%
5/21/2024LRI Investments LLC1,960$96K0.0%N/A0.005%
5/17/2024Comerica Bank15,259$751K0.0%-15.7%0.035%
5/15/2024Fairview Capital Investment Management LLC91,300$4.49M0.3%-0.5%0.212%
5/15/2024LRI Investments LLC1,960$96K0.0%N/A0.005%
5/10/2024TIAA Trust National Association494,105$24.33M0.1%-7.9%1.149%
5/2/2024 Argent Advisors Inc.36,305$1.79M0.7%+4.7%0.084%
5/1/2024BNP Paribas Financial Markets1,339$66K0.0%-86.5%0.003%
4/30/2024Camden National Bank242,186$11.92M2.1%+0.1%0.563%
4/29/2024Sierra Capital LLC105,036$5.17M0.7%+37.7%0.244%
4/25/2024Summit Financial LLC92,203$4.54M0.3%-14.9%0.215%
4/25/2024Christopher J. Hasenberg Inc632$31K0.0%N/A0.001%
4/18/2024 Farmers & Merchants Investments Inc.1,011,062$49.76M1.7%+0.2%2.357%
4/5/2024 NBC Securities Inc.8,227$414K0.0%-24.8%0.018%
4/3/2024Strategic Advocates LLC17,937$883K0.3%+4.5%0.040%
2/14/2024Vermillion & White Wealth Management Group LLC831$41K0.0%N/A0.002%
2/13/2024Fairview Capital Investment Management LLC91,750$4.51M0.3%+5.2%0.205%
2/12/2024Partners Capital Investment Group LLP282,946$13.92M0.3%-2.7%0.634%
2/12/2024Camden National Bank241,938$11.90M2.2%-2.5%0.542%
2/8/2024 Greenup Street Wealth Management LLC271,324$13.35M3.7%+9.2%0.608%
2/8/2024Laffer Tengler Investments Inc.23,241$1.14M0.3%+25.1%0.052%
2/7/2024Strategic Advocates LLC17,157$844K0.4%+21.3%0.038%
2/7/2024 NBC Securities Inc.10,944$538K0.1%-46.7%0.025%
2/7/2024Cary Street Partners Investment Advisory LLC42,702$2.10M0.1%-6.3%0.096%
2/7/2024BNP Paribas Financial Markets9,918$488K0.0%+4,049.8%0.022%
2/6/2024Summit Financial LLC108,294$5.33M0.3%+0.8%0.243%
2/5/2024Cary Street Partners Investment Advisory LLC30,790$1.57M0.5%-32.4%0.069%
1/30/2024Sierra Capital LLC76,287$3.75M0.6%+5.2%0.171%
1/24/2024 Private Trust Co. NA3,786$186K0.0%+87.8%0.008%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
1/23/2024 Farmers & Merchants Investments Inc.1,009,315$49.66M1.8%-2.4%2.255%
1/23/2024TIAA Trust National Association536,361$26.39M0.1%+50.2%1.199%
1/19/2024 True Link Financial Advisors LLC10,815$532K0.1%-6.1%0.024%
1/19/2024 Life Planning Partners Inc30,548$1.50M1.5%N/A0.068%
1/16/2024 Rosenberg Matthew Hamilton118,244$5.82M1.8%-1.1%0.264%
1/10/2024 Creative Financial Designs Inc. ADV315,874$15.54M1.6%+1.1%0.702%
11/15/2023Ameriprise Financial Inc.1,855,973$89.22M0.0%+16.4%3.932%
11/13/2023Cary Street Partners Investment Advisory LLC45,558$2.19M0.1%-11.3%0.097%
11/13/2023Bramshill Investments LLC179,238$8.60M1.0%-1.8%0.380%
11/13/2023Financial Engines Advisors L.L.C.153,966$7.39M0.0%-1.7%0.326%
(Data available from 1/1/2016 forward)

SLQD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLQD shares?

During the previous two years, 59 institutional investors and hedge funds held shares of iShares 0-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Farmers & Merchants Investments Inc. ($51.85M), Ameriprise Financial Inc. ($40.18M), Crews Bank & Trust ($32.03M), Greenup Street Wealth Management LLC ($31.41M), TIAA Trust National Association ($25.02M), TIAA FSB ($23.58M), and Creative Financial Designs Inc. ADV ($21.29M).Learn more on SLQD's institutional investors.

Which institutional investors have been buying iShares 0-5 Year Investment Grade Corporate Bond ETF stock?

Of the 45 institutional investors that purchased iShares 0-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crews Bank & Trust ($636.97K), Greenup Street Wealth Management LLC ($589.41K), TIAA Trust National Association ($547.23K), Ameriprise Financial Inc. ($260.98K), Bramshill Investments LLC ($222.24K), Sierra Capital LLC ($120.40K), and Summit Financial LLC ($104.31K).

How much institutional buying is happening at iShares 0-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 3,253,636 shares in the last 24 months. This purchase volume represents approximately $180.77M in transactions.

Which iShares 0-5 Year Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold iShares 0-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($1.03M), TIAA FSB ($246.36K), Assetmark Inc. ($203.41K), Farmers & Merchants Investments Inc. ($164.33K), Rosenberg Matthew Hamilton ($74.84K), Buffington Mohr McNeal ($73.53K), and TIAA Trust National Association ($46.12K).

How much institutional selling is happening at iShares 0-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 2,084,761 shares in the last 24 months. This volume of shares sold represents approximately $113.98M in transactions.


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This page (NASDAQ:SLQD) was last updated on 5/1/2025 by MarketBeat.com Staff
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