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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
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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)
31
Total
Institutional Inflows
(last 12 months)
$81.25M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$60.77M
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SLQD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Jones Financial Companies Lllp11,016$554K0.0%-64.5%0.025%
5/15/2025 Baird Financial Group Inc.76,138$3.83M0.0%-6.3%0.173%
5/14/2025 Ameriprise Financial Inc.856,200$43.13M0.0%+6.0%1.950%
5/14/2025 Summit Financial LLC140,002$7.04M0.2%-4.9%0.319%
5/14/2025 Partners Capital Investment Group LLP224,837$11.31M0.2%+14.1%0.512%
5/14/2025 Colonial Trust Advisors256,394$12.89M1.1%+10.7%0.584%
5/13/2025 American Money Management LLC37,275$1.87M0.4%-1.6%0.085%
5/9/2025 Cary Street Partners Financial LLC24,475$1.23M0.0%-13.3%0.056%
5/8/2025 TIAA Trust National Association505,553$25.42M0.1%+0.5%1.152%
5/8/2025 Arkadios Wealth Advisors12,057$606K0.0%-1.7%0.027%
4/30/2025 Sierra 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%
2/17/2025 Colonial Trust Co SC149,779$7.45M1.1%+5.3%0.341%
2/17/2025 Bramshill Investments LLC359,967$17.91M2.8%+11.3%0.820%
2/17/2025 Cary Street Partners Financial LLC28,242$1.41M0.0%N/A0.064%
2/17/2025 Baird Financial Group Inc.81,282$4.04M0.0%-14.6%0.185%
2/17/2025 BNP Paribas Financial Markets6,100$303K0.0%+124.2%0.014%
2/17/2025 Ameriprise Financial Inc.807,784$40.18M0.0%-55.9%1.840%
2/13/2025 Colonial Trust Advisors231,712$11.53M1.0%+4.4%0.528%
2/13/2025 Waterloo Capital L.P.200,634$9.98M1.1%+15.2%0.457%
2/12/2025 Atlas Capital Advisors Inc.1,398$70K0.0%N/A0.003%
2/12/2025 OLD Mission Capital LLC25,321$1.26M0.0%N/A0.058%
2/12/2025 Summit Financial LLC147,227$7.32M0.3%+7.1%0.335%
2/12/2025 American Money Management LLC37,894$1.89M0.4%-4.6%0.086%
2/12/2025 JPMorgan Chase & Co.133,932$6.66M0.0%-4.2%0.305%
2/11/2025 TIAA 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%
2/4/2025 Sierra Capital LLC134,622$6.70M0.8%+44.1%0.307%
1/31/2025 Partners Capital Investment Group LLP197,135$9.81M0.3%-15.8%0.449%
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1/28/2025 Farmers & Merchants Investments Inc.1,049,110$52.18M1.6%+3.6%2.387%
1/23/2025 Strategic 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%
1/15/2025 Arkadios 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%
12/26/2024 JPMorgan Chase & Co.139,749$7.05M0.0%+203.3%0.330%
11/13/2024 BNP Paribas Financial Markets2,721$137K0.0%+58.7%0.006%
11/13/2024 Private Trust Co. NA4,390$221K0.0%-4.6%0.010%
11/5/2024 Prime 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%
10/24/2024 Arkadios Wealth Advisors12,738$642K0.0%+22.5%0.030%
10/22/2024 Sierra 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%
8/12/2024 Waterloo Capital L.P.91,738$4.52M0.5%+340.9%0.212%
8/7/2024 Ashton 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%
8/1/2024 TIAA Trust National Association504,976$24.87M0.1%+2.2%1.173%
8/1/2024 Summit Financial LLC90,503$4.46M0.2%-1.8%0.210%
7/30/2024 Atlas Capital Advisors LLC1,148$57K0.0%N/A0.003%
7/30/2024 Argent Advisors Inc.34,957$1.72M0.7%-3.7%0.081%
7/29/2024 Arkadios Wealth Advisors10,401$512K0.0%N/A0.024%
7/27/2024 Rosenberg Matthew Hamilton92,482$4.54M1.3%-21.1%0.215%
7/26/2024 Sierra Capital LLC116,771$5.75M0.8%+11.2%0.271%
7/11/2024 Strategic Advocates LLC18,363$904K0.4%+2.4%0.043%
5/21/2024 LRI Investments LLC1,960$96K0.0%N/A0.005%
5/17/2024 Comerica Bank15,259$751K0.0%-15.7%0.035%
5/15/2024 Fairview Capital Investment Management LLC91,300$4.49M0.3%-0.5%0.212%
5/15/2024 LRI Investments LLC1,960$96K0.0%N/A0.005%
5/10/2024 TIAA 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%
5/1/2024 BNP Paribas Financial Markets1,339$66K0.0%-86.5%0.003%
4/30/2024 Camden National Bank242,186$11.92M2.1%+0.1%0.563%
4/29/2024 Sierra Capital LLC105,036$5.17M0.7%+37.7%0.244%
4/25/2024 Summit Financial LLC92,203$4.54M0.3%-14.9%0.215%
4/25/2024 Christopher 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%
4/3/2024 Strategic Advocates LLC17,937$883K0.3%+4.5%0.040%
2/14/2024 Vermillion & White Wealth Management Group LLC831$41K0.0%N/A0.002%
2/13/2024 Fairview Capital Investment Management LLC91,750$4.51M0.3%+5.2%0.205%
2/12/2024 Partners Capital Investment Group LLP282,946$13.92M0.3%-2.7%0.634%
2/12/2024 Camden National Bank241,938$11.90M2.2%-2.5%0.542%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
2/8/2024 Greenup Street Wealth Management LLC271,324$13.35M3.7%+9.2%0.608%
2/8/2024 Laffer Tengler Investments Inc.23,241$1.14M0.3%+25.1%0.052%
2/7/2024 Strategic Advocates LLC17,157$844K0.4%+21.3%0.038%
2/7/2024 NBC Securities Inc.10,944$538K0.1%-46.7%0.025%
2/7/2024 Cary Street Partners Investment Advisory LLC42,702$2.10M0.1%-6.3%0.096%
2/7/2024 BNP Paribas Financial Markets9,918$488K0.0%+4,049.8%0.022%
2/6/2024 Summit Financial LLC108,294$5.33M0.3%+0.8%0.243%
2/5/2024 Cary Street Partners Investment Advisory LLC30,790$1.57M0.5%-32.4%0.069%
1/30/2024 Sierra Capital LLC76,287$3.75M0.6%+5.2%0.171%
1/24/2024 Private Trust Co. NA3,786$186K0.0%+87.8%0.008%
(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, 53 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. ($43.13M), Crews Bank & Trust ($32.03M), Greenup Street Wealth Management LLC ($31.41M), TIAA Trust National Association ($25.42M), 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 42 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), TIAA Trust National Association ($549.87K), Greenup Street Wealth Management LLC ($478.17K), Ameriprise Financial Inc. ($309.39K), Summit Financial LLC ($104.31K), Waterloo Capital L.P. ($97.47K), and JPMorgan Chase & Co. ($93.67K).

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

Institutional investors have bought a total of 2,919,044 shares in the last 24 months. This purchase volume represents approximately $143.50M in transactions.

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

Of the 32 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), Farmers & Merchants Investments Inc. ($164.33K), Rosenberg Matthew Hamilton ($74.84K), Buffington Mohr McNeal ($73.53K), TIAA Trust National Association ($46.12K), and Partners Capital Investment Group LLP ($45.03K).

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

Institutional investors have sold a total of 1,884,692 shares in the last 24 months. This volume of shares sold represents approximately $92.86M in transactions.



This page (NASDAQ:SLQD) was last updated on 5/21/2025 by MarketBeat.com Staff
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