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

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$48.88
+0.04 (+0.08%)
(As of 04/26/2024 ET)
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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)
28
Total
Institutional Inflows
(last 12 months)
$103.12M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$62.08M
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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
4/25/2024 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%
2/14/2024Vermillion & 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%
2/8/2024Greenup 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%
2/7/2024 Strategic Advocates LLC17,157$844K0.4%+21.3%0.038%
2/7/2024 NBC Securities Inc.10,944$538K0.1%-46.7%0.025%
2/7/2024Cary 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%
2/6/2024 Summit 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%
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%
1/19/2024Life Planning Partners Inc30,548$1.50M1.5%N/A0.068%
1/16/2024 Rosenberg Matthew Hamilton118,244$5.82M1.8%-1.1%0.264%
1/10/2024Creative 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%
11/9/2023Argent Advisors Inc.36,795$1.77M0.8%+1.3%0.078%
11/8/2023Greenup Street Wealth Management LLC248,563$11.93M3.9%+106.0%0.527%
11/8/2023Janney Montgomery Scott LLC7,292$350K0.0%-3.3%0.015%
11/7/2023 Summit Financial LLC107,464$5.16M0.4%+5.2%0.228%
11/4/2023 NBC Securities Inc.20,531$985K0.1%N/A0.043%
11/4/2023Camden National Bank248,086$11.91M2.4%-2.1%0.526%
10/31/2023Sierra Capital LLC72,518$3.48M0.6%+0.6%0.154%
10/27/2023TIAA Trust National Association357,127$17.14M0.1%N/A0.750%
10/25/2023 Farmers & Merchants Investments Inc.1,033,608$49.61M1.9%-7.2%2.171%
10/25/2023 Buffington Mohr McNeal92,440$4.44M1.0%-41.5%0.194%
10/18/2023 Private Trust Co. NA2,016$97K0.0%+406.5%0.004%
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10/11/2023 Rosenberg Matthew Hamilton119,605$5.74M1.9%-27.5%0.246%
8/14/2023Partners Capital Investment Group LLP295,244$14.23M0.3%+23.4%0.582%
8/11/2023Baird Financial Group Inc.132,584$6.39M0.0%+32.0%0.261%
8/11/2023 Summit Financial LLC102,110$4.92M0.4%+644.2%0.201%
8/11/2023Financial Engines Advisors L.L.C.156,559$7.55M0.0%+6.1%0.308%
8/10/2023Cary Street Partners Investment Advisory LLC51,386$2.48M0.2%-6.1%0.101%
8/9/2023Camden National Bank253,483$12.22M2.4%-0.1%0.499%
8/8/2023American Money Management LLC47,498$2.29M0.6%-5.8%0.094%
8/8/20239258 Wealth Management LLC6,686$322K0.1%-17.0%0.013%
8/7/2023Greenup Street Wealth Management LLC120,651$5.82M1.6%-10.5%0.238%
8/4/2023Argent Advisors Inc.36,306$1.75M0.8%-12.6%0.072%
8/1/2023 Farmers & Merchants Investments Inc.1,113,909$53.70M2.0%-2.7%2.195%
7/31/2023Sierra Capital LLC72,121$3.48M0.6%+11.9%0.142%
7/31/2023TIAA FSB489,054$23.58M0.1%-33.5%0.964%
7/28/2023 Fort Washington Investment Advisors Inc. OH6,542$315K0.0%-21.6%0.013%
7/26/2023Creative Financial Designs Inc. ADV279,018$13.45M1.6%+7.1%0.547%
7/25/2023 Buffington Mohr McNeal158,146$7.62M1.6%-4.7%0.310%
7/17/2023 GoalVest Advisory LLC1,008$49K0.0%N/A0.002%
7/10/2023 Disciplined Investments LLC18,422$888K0.5%+3.7%0.036%
5/15/2023Eldridge Investment Advisors Inc.30,924$1.50M0.5%-27.0%0.055%
5/12/2023Retirement Group LLC3,150$153K0.1%-47.0%0.006%
5/12/2023 Farmers & Merchants Investments Inc.1,144,788$55.50M2.2%+2.2%2.039%
5/11/2023Colonial Trust Advisors132,855$6.44M0.8%+2.4%0.237%
5/11/2023Bramshill Investments LLC185,820$9.01M1.1%N/A0.331%
5/11/2023Colonial Trust Co SC83,901$4.07M1.0%+1.4%0.149%
5/11/2023Edmond DE Rothschild Holding S.A.6,250$303K0.0%N/A0.011%
5/11/2023One Capital Management LLC76,614$3.71M0.2%N/A0.136%
5/10/2023American Money Management LLC50,408$2.44M0.6%-18.3%0.090%
5/9/2023Archer Investment Corp3,273$159K0.1%+256.1%0.006%
5/9/2023Laffer Tengler Investments24,076$1.17M0.3%-19.1%0.043%
5/8/2023Greenup Street Wealth Management LLC134,865$6.54M2.3%+470.9%0.240%
5/8/2023Camden National Bank253,831$12.31M2.5%-0.8%0.452%
5/5/2023Assetmark Inc.20,865$1.01M0.0%-90.7%0.037%
5/2/2023Arkadios Wealth Advisors5,805$281K0.0%-4.9%0.010%
5/1/2023Sierra Capital LLC64,443$3.12M0.5%+71.6%0.115%
4/28/2023Janney Montgomery Scott LLC7,616$369K0.0%-90.7%0.013%
4/26/2023 Buffington Mohr McNeal165,974$8.05M1.8%-13.3%0.293%
4/25/2023Creative Financial Designs Inc. ADV260,417$12.63M1.7%-11.3%0.461%
4/24/2023Argent Advisors Inc.41,549$2.01M1.0%+38.5%0.074%
4/19/2023TIAA FSB735,414$35.65M0.1%+117.2%1.291%
4/17/2023 Rosenberg Matthew Hamilton182,640$8.85M2.9%+8.6%0.321%
3/6/2023OLD Mission Capital LLC186,142$8.91M0.2%N/A0.310%
2/13/2023Wealthspan Partners LLC9,175$439K0.4%-40.1%0.015%
2/10/2023Fairview Capital Investment Management LLC88,200$4.22M0.3%-15.4%0.147%
2/10/2023CoreCap Advisors LLC7,981$382K0.0%-3.4%0.013%
2/10/2023Laffer Tengler Investments29,755$1.42M0.4%+4.3%0.050%
2/10/2023Camden National Bank255,997$12.25M2.6%-4.3%0.426%
2/8/2023Sierra Capital LLC37,556$1.80M0.3%+263.9%0.062%
2/7/2023 Summit Financial LLC13,714$656K0.1%-19.6%0.023%
2/3/2023Eldridge Investment Advisors Inc.42,368$2.03M0.7%N/A0.070%
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Here's where Dr. David Eifrig says to move your money immediately.
2/3/2023Archer Investment Corp919$44K0.0%N/A0.002%
2/3/20239258 Wealth Management LLC8,247$395K0.1%-2.8%0.014%
2/2/2023 Farmers & Merchants Investments Inc.1,120,231$53.61M2.2%+2.5%1.849%
2/2/2023Argent Advisors Inc.29,991$1.44M0.7%-15.1%0.049%
2/2/2023 Disciplined Investments LLC17,961$860K0.4%+27.5%0.030%
2/1/2023Creative Financial Designs Inc. ADV293,654$14.05M2.1%-1.3%0.485%
2/1/2023Janney Montgomery Scott LLC81,838$3.92M0.0%-15.5%0.135%
1/30/2023 Fort Washington Investment Advisors Inc. OH8,342$399K0.0%-17.6%0.014%
1/20/2023 Miracle Mile Advisors LLC49,701$2.38M0.1%+9.8%0.082%
1/19/2023 Buffington Mohr McNeal191,445$9.16M2.1%-27.5%0.316%
(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, 68 institutional investors and hedge funds held shares of iShares 0-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($89.22M), Advocacy Wealth Management Services LLC ($81.43M), Farmers & Merchants Investments Inc. ($49.76M), TIAA Trust National Association ($26.39M), TIAA FSB ($23.58M), New York State Common Retirement Fund ($17.82M), and Creative Financial Designs Inc. ADV ($15.54M).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 58 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: Advocacy Wealth Management Services LLC ($1.71M), TIAA Trust National Association ($536.36K), TIAA FSB ($396.76K), New York State Common Retirement Fund ($375.84K), Creative Financial Designs Inc. ADV ($317.77K), Greenup Street Wealth Management LLC ($261.91K), and Ameriprise Financial Inc. ($260.98K).

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

Institutional investors have bought a total of 5,685,119 shares in the last 24 months. This purchase volume represents approximately $488.22M in transactions.

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

Of the 36 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: TIAA FSB ($371.23K), Buffington Mohr McNeal ($257.21K), Assetmark Inc. ($203.41K), Farmers & Merchants Investments Inc. ($135.47K), Janney Montgomery Scott LLC ($89.54K), Main Management LLC ($68.24K), and Rosenberg Matthew Hamilton ($50.40K).

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

Institutional investors have sold a total of 1,587,058 shares in the last 24 months. This volume of shares sold represents approximately $123.72M in transactions.


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This page (NASDAQ:SLQD) was last updated on 4/26/2024 by MarketBeat.com Staff

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