Who Owns iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD)?Hedge Fund & Institutional Holders

$50.38-0.03 (-0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$49.58$49.93$50.27$50.62$50.97Aug 24Jun 25Mar 26

SLQD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
LJI Wealth Management, LLCNew Position+1.3M+$66.3B
FARMERS & MERCHANTS INVESTMENTS INCNew Position+968K+$49.1B
GREENUP STREET WEALTH MANAGEMENT LLCNew Position+868K+$44.1B
Crews Bank & TrustNew Position+736K+$37.3B
Allianz Asset Management GmbHNew Position+361K+$18.0B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+210K+$10.7B
Ifrah Financial Services, Inc.New Position+167K+$8.4B
ALTERNA WEALTH MANAGEMENT, INCNew Position+149K+$7.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+154K+$7.0B
Kathmere Capital Management, LLCNew Position+94K+$4.8B
LOOMIS SAYLES & CO L PIncreased+105K+$4.6B
Trail Ridge Investment Advisors, LLCNew Position+80K+$4.1B
Sugar Maple Asset Management, LLCNew Position+69K+$3.5B
Belpointe Asset Management LLCNew Position+64K+$3.3B
JONES FINANCIAL COMPANIES LLLPNew Position+60K+$3.0B

SLQD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-3K-$10.3B
JANE STREET GROUP, LLCDecreased-190K-$10.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-180K-$9.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-42K-$8.5B
AMERIPRISE FINANCIAL INCDecreased-126K-$7.6B
Whalen Wealth Management Inc.Closed Position-118K-$6.0B
Lido Advisors, LLCDecreased-30-$5.2B
Quantinno Capital Management LPDecreased-4K-$5.0B
ASSETMARK, INCDecreased-95K-$4.8B
Invesco Ltd.Closed Position-86K-$4.4B
CITADEL ADVISORS LLCClosed Position-81K-$4.1B
Tower Research Capital LLC (TRC)Decreased-67K-$3.4B
Mariner, LLCDecreased-5K-$2.8B
OSAIC HOLDINGS, INC.Decreased-21K-$2.5B
JPMORGAN CHASE & CODecreased-6K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LJI Wealth Management, LLC1,308,304$66.3B10.11%Share
2UBS Group AG1,128,504$57.2B0.01%Share
3Bramshill Investments, LLC997,815$50.6B2.86%Share
4FARMERS & MERCHANTS INVESTMENTS INC968,322$49.1B1.36%Share
5GREENUP STREET WEALTH MANAGEMENT LLC868,351$44.1B6.78%Share
6VOISARD ASSET MANAGEMENT GROUP, INC.849,950$43.1B9.30%Share
7AMERIPRISE FINANCIAL INC806,262$40.0B0.01%Share
8Crews Bank & Trust736,390$37.3B5.34%Share
9RAYMOND JAMES FINANCIAL INC600,132$30.0B0.01%Share
10CREATIVE FINANCIAL DESIGNS INC /ADV488,532$24.8B1.56%Share
11Wiser Wealth Management, Inc462,972$23.5B5.22%Share
12ROYAL BANK OF CANADA410,263$20.0B0.00%Share
13Allianz Asset Management GmbH360,157$18.0B0.02%Share
14BANK OF AMERICA CORP /DE/338,508$17.0B0.00%Share
15Colonial Trust Advisors292,855$14.0B1.05%Share
16BANK OF AMERICA CORP /DE/250,710$12.0B0.00%Share
17ROYAL BANK OF CANADA220,699$11.0B0.00%Share
18STIFEL FINANCIAL CORP227,408$11.0B0.01%Share
19INTEGRAL INVESTMENT ADVISORS, INC.210,207$10.7B2.64%Share
20Colonial Trust Co / SC179,355$9.0B1.20%Share
21WELLS FARGO & COMPANY/MN192,993$9.0B0.00%Share
22Ifrah Financial Services, Inc.166,501$8.4B2.17%Share
23LOOMIS SAYLES & CO L P172,000$8.0B0.01%Share
24Saiph Capital, LLC155,483$7.9B2.83%Share
25ALTERNA WEALTH MANAGEMENT, INC149,103$7.6B6.30%Share
26COMMONWEALTH EQUITY SERVICES, LLC154,093$7.0B0.01%Share
27SCOTIA CAPITAL INC.136,027$6.0B0.02%Share
28JPMORGAN CHASE & CO110,923$5.0B0.00%Share
29Private Advisor Group, LLC112,656$5.0B0.02%Share
30Kathmere Capital Management, LLC93,911$4.8B0.32%Share
31DecisionPoint Financial, LLC93,546$4.7B1.04%Share
32Rosenberg Matthew Hamilton89,873$4.6B0.94%Share
33FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC81,026$4.1B0.21%Share
34Trail Ridge Investment Advisors, LLC80,396$4.1B1.75%Share
35Sugar Maple Asset Management, LLC68,589$3.5B2.34%Share
36Belpointe Asset Management LLC64,378$3.3B0.12%Share
37Rockbridge Investment Management, LCC60,874$3.1B0.29%Share
38GOLDMAN SACHS GROUP INC61,829$3.0B0.00%Share
39OSAIC HOLDINGS, INC.75,318$3.0B0.00%Share
40JONES FINANCIAL COMPANIES LLLP59,611$3.0B0.00%Share
41RAYMOND JAMES FINANCIAL INC78,358$3.0B0.00%Share
42Fonville Wealth Management LLC58,303$3.0B0.60%Share
43Charter Oak Capital Management, LLC57,883$2.9B0.22%Share
44Obsido Oy55,650$2.8B1.73%Share
45Life Planning Partners, Inc47,297$2.4B1.84%Share
46Turn8 Private Wealth Inc.46,954$2.4B1.71%Share
47VISTA INVESTMENT MANAGEMENT42,973$2.2B0.72%Share
48Argent Advisors, Inc.41,992$2.1B0.59%Share
49IFP Advisors, Inc55,107$2.0B0.04%Share
50NDWM LLC35,899$1.8B1.20%Share

SLQD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025249$766.0B+93
Q3 2025156$781.9B-67
Q2 2025223$1.0T-17
Q1 2025240$1.2T+41
Q4 2024199$21.9T+33
Q3 2024166$123.6T-2
Q2 2024168$53.6T+4
Q1 2024164$50.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF). The largest holder is LJI Wealth Management, LLC with $66.3B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SLQD?

As of Q4 2025, 50 institutional investors report holding SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SLQD?

The largest institutional holder of SLQD is LJI Wealth Management, LLC with $66.3B in shares.

Is institutional ownership of SLQD increasing or decreasing?

This quarter, 14 institutions opened new positions in SLQD and 3 closed their positions.