ISHARES 0-5 YR INV GRD CORP (SLQD) Institutional Ownership Changes & 13F Activity

ISHARES 0-5 YR INV GRD CORP (SLQD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Mai Capital Management, Raymond James Financial Inc, Allianz Asset Management Gmbh, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-4,961-2.3%211,186$10.64MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-2,710-11.7%20,393$1.03MQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+76,619+21.3%435,942$21.96MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-40,117-11.1%320,449$16.14MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+607+3.3%19,122$963.22KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+38,847—38,847$1.96MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+678+2.3%30,132$1.52MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+507,289—507,289$25.55MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+190,706+17.6%1,274,393$64.19MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+96,341+13.2%824,298$41.52MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+68,126+8.6%855,934$43.11MQ2 2026Aug 14, 2026
Loomis Sayles & Co L PBuy+48,938+43.4%161,697$8.14MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+39,101—39,101$1.97MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+33,001—33,001$1.66MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+22,608+3.8%618,501$31.15MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+21,828+5.5%418,807$21.10MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+15,845+27.9%72,626$3.66MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+14,754+21.2%84,228$4.24MQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+11,269+1.1%1,008,271$50.79MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+8,986+3.8%243,866$12.28MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,985+8.7%62,016$3.12MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+3,248+2.6%127,022$6.40MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+2,795+19.4%17,197$866.21KQ2 2026Aug 14, 2026
Sierra Capital LlcSell-2,322-1.4%158,336$7.98MQ2 2026Aug 14, 2026
Curi Capital, LlcSell-2,157-6.6%30,305$1.53MQ2 2026Aug 14, 2026
Jt Stratford LlcBuy+1,976+2.0%103,157$5.20MQ2 2026Aug 14, 2026
Obsido OySell-1,685-3.1%53,176$2.68MQ2 2026Aug 14, 2026
Fairview Capital Investment Management, LlcSell-1,625-2.0%79,401$4.00MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,221—1,221$61.52KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+1,036+0.8%130,417$6.57MQ2 2026Aug 14, 2026
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Frequently asked questions about SLQD activity

  • Which institutional owners are buying SLQD?

    Institutional owners buying SLQD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SLQD activity?

    "Buy" means an investor increased their reported position in SLQD compared to the prior reporting period. This reflects growing exposure to ISHARES 0-5 YR INV GRD CORP (SLQD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SLQD increasing?

    Institutional interest in SLQD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.