iShares 0-5 Year Investment Grade Corporate Bond

SLQD • NASDAQ

iShares 0-5 Year Investment Grade Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 239 institutional investors hold shares in this ETF, with total holdings valued at $1.5B. MORGAN STANLEY is the largest holder with a position valued at $117.8M.

Overview

Overview of institutional ownership in SLQD as of Q3 2025

All Institutions

Institutions: 239
Value Held: $1.5B
Shares Held: 29.2M
Avg Position: $6.2M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 5
Value Held: $70.0M
Shares Held: 1.4M
Avg Position: $14.0M
Median Position: $5.0M

Biggest Investors

Institutions with the largest positions in SLQD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$117.8M 0.01% of portfolio	2.3M shares	Q1 2014 Held for 11y 8m	$1.65T
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$89.0M 0.14% of portfolio	1.8M shares	Q1 2022 Held for 3y 8m	$61.5B
LJI Wealth Management, LLC RIA/Wealth	Layton Leon John President	$58.6M 10.25% of portfolio	1.2M shares	Q4 2022 Held for 2y 11m	$571.9M
UBS Group AG Institution	Sergio P. Ermotti CEO	$56.7M 0.01% of portfolio	1.1M shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$56.6M 0.02% of portfolio	1.1M shares	Q2 2014 Held for 11y 5m	$340.07B
F FARMERS & MERCHANTS INVESTMENTS INC Institution	-	$50.2M 1.42% of portfolio	988.0K shares	Q2 2019 Held for 6y 5m	$3.5B
Pensionmark Financial Group, LLC Pension/Endowment	Troy Glen Hammond CEO	$49.4M 1.01% of portfolio	971.2K shares	Q4 2018 Held for 6y 11m	$4.9B
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	$49.2M 3.36% of portfolio	967.3K shares	Q1 2023 Held for 2y 8m	$1.5B
MAI Wealth Advisors RIA/Wealth	Richard James Buoncore Chairman	$48.4M 0.30% of portfolio	951.3K shares	Q4 2024 Held for 11 months	$16.0B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$47.6M 0.01% of portfolio	937.0K shares	Q1 2016 Held for 9y 8m	$433.11B

Net Capital Flow

Institutional buying and selling activity for SLQD in Q3 2025

Traded: +$103.0M
Buyers: 120
Sellers: 96
Total Bought: +$186.9M
Total Sold: −$83.9M
Avg Position: $5.8M

Biggest Buyers

Institution	Net Bought	Current Position
Allspring Global Investments Holdings, LLC Long Only Manager	+$46.5M +915.5K shares	$89.0M 1.8M shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$18.3M +361.0K shares	$19.0M 373.1K shares
F Financiere des Professionnels - Fonds d,investissement inc. Institution	+$15.5M +304.5K shares	$28.5M 560.2K shares
Goss Wealth Management LLC RIA/Wealth	+$9.1M +179.4K shares	$23.5M 462.5K shares
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	+$7.7M +151.1K shares	$44.1M 868.4K shares
LaSalle St. Investment Advisors, LLC RIA/Wealth	+$6.9M +135.4K shares	$6.9M 135.4K shares
JT Stratford LLC RIA/Wealth	+$5.2M +102.8K shares	$5.2M 102.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$5.0M +98.6K shares	$5.0M 98.6K shares
Kathmere Capital Management, LLC RIA/Wealth	+$5.0M +97.9K shares	$5.0M 97.9K shares
Cetera Investment Advisers RIA/Wealth	+$4.7M +92.7K shares	$14.4M 283.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$19.9M −391.3K shares	$35.1M 691.2K shares
A Allianz Asset Management AG Institution	−$9.2M −180.8K shares	$22.7M 447.0K shares
Waterloo Capital, L.P. RIA/Wealth	−$6.1M −119.7K shares	$11.3M 221.5K shares
L LPL Financial LLC Institution	−$5.8M −113.8K shares	$56.6M 1.1M shares
JPMORGAN CHASE & CO Institution	−$5.0M −99.2K shares	$7.4M 145.1K shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$4.4M −86.0K shares	$2.8M 54.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$2.8M −54.2K shares	$10.7M 211.3K shares
A ATRIA INVESTMENTS LLC Institution	−$2.5M −48.6K shares	$1.4M 28.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$2.3M −45.7K shares	$32.0M 629.8K shares
A Advisor Group Holdings, Inc. Institution	−$2.1M −41.8K shares	$5.5M 108.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SLQD in Q3 2025

New Positions: 15
New Value: $22.7M
Exited Positions: 18
Exited Value: $8.1M

New Positions

Institution	Position Value
JT Stratford LLC RIA/Wealth	$5.2M 102.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$5.0M 98.6K shares
Kathmere Capital Management, LLC RIA/Wealth	$5.0M 97.9K shares
LOOMIS SAYLES & CO L P Long Only Manager	$3.4M 67.0K shares
Portus Wealth Advisors, LLC RIA/Wealth	$2.3M 45.3K shares
V Vise Technologies, Inc. Institution	$410.9K 8.1K shares
Adalta Capital Management LLC RIA/Wealth	$396.5K 7.8K shares
Apollon Wealth Management, LLC RIA/Wealth	$334.6K 6.6K shares
G GTS SECURITIES LLC Institution	$292.1K 5.7K shares
HPM Partners LLC RIA/Wealth	$201.5K 4.0K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 39.4K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$1.6M 32.6K shares
PARTNERS CAPITAL INVESTMENT GROUP, LLP Fund of Funds	$1.4M 27.8K shares
Eqis Capital Management, Inc. RIA/Wealth	$608.1K 12.0K shares
RFG Advisory Group, LLC RIA/Wealth	$531.5K 10.5K shares
T TWO SIGMA SECURITIES, LLC Institution	$377.6K 7.5K shares
Fundamentun, LLC RIA/Wealth	$326.8K 6.5K shares
National Asset Management, Inc. RIA/Wealth	$324.7K 6.4K shares
A AMERIFLEX GROUP, INC. Institution	$292.1K 5.8K shares
Prime Capital Investment Advisors, LLC RIA/Wealth	$268.9K 5.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SLQD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SLQD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LJI Wealth Management, LLC RIA/Wealth	Layton Leon John President	10.25% $58.6M	1.2M shares	Q4 2022 Held for 2y 11m	$571.9M
VOISARD ASSET MANAGEMENT GROUP, INC. RIA/Wealth	Douglas Edward Voisard President	9.42% $40.7M	800.9K shares	Q3 2024 Held for 1y 2m	$432.1M
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	Anthony Michael Schmitt CEO	6.80% $44.1M	868.4K shares	Q2 2022 Held for 3y 5m	$648.9M
Actinver Wealth Management, Inc. RIA/Wealth	Francisco Xavier Maza CEO	6.56% $7.9M	156.1K shares	Q1 2023 Held for 2y 8m	$121.0M
Wiser Wealth Management, Inc RIA/Wealth	Casey Tyler Smith President	5.22% $22.8M	449.1K shares	Q1 2023 Held for 2y 8m	$437.4M
C Crews Bank & Trust Institution	-	5.09% $34.8M	684.3K shares	Q4 2024 Held for 11 months	$682.8M
W Whalen Wealth Management Inc. RIA/Wealth	Kerry Richard Whalen President	3.51% $6.0M	117.9K shares	Q2 2024 Held for 1y 5m	$170.7M
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	3.36% $49.2M	967.3K shares	Q1 2023 Held for 2y 8m	$1.5B
Saiph Capital, LLC RIA/Wealth	Paul Brian Saxton CEO	2.82% $7.8M	152.7K shares	Q4 2021 Held for 3y 11m	$275.2M
INTEGRAL INVESTMENT ADVISORS, INC. RIA/Wealth	Michael Thomas Abram President	2.74% $10.2M	199.9K shares	Q2 2022 Held for 3y 5m	$370.9M

Hedge Fund Spotlight

Discover hedge funds investing in SLQD

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in iShares 0-5 Year Investment Grade Corporate Bond

Market Value: $5.0M
Shares Held: 98.6K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%