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iShares AAA-A Rated Corporate Bond ETF

44 hedge funds and large institutions have $94.9M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $78.4M → $94.9M (+$16.5M)

6.16% more ownership

Funds ownership: 54.57%60.73% (+6.2%)

5% more funds holding

Funds holding: 4244 (+2)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$49K +$24.8K +490 +100%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$47K -$5.06K -100 -10%
JP Morgan Chase
28
JP Morgan Chase
New York
$42K
BWM
29
BerganKDV Wealth Management
Minnesota
$35K
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$29.1K +575 New
IA
31
IFP Advisors
Florida
$27K
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K
APA
33
American Portfolios Advisors
New York
$10.3K
AF
34
Advisornet Financial
Minnesota
$10K +$101 +2 +1%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$8K +$8.04K +159 New
BlackRock
36
BlackRock
New York
$7K
PCTC
37
Perkins Coie Trust Company
Washington
$7K
PCG
38
Private Capital Group
Connecticut
$6K
BA
39
Ballew Advisors
Mississippi
$6K +$5.82K +115 New
EDRH
40
Edmond de Rothschild Holding
Switzerland
$4K
VIA
41
Vantage Investment Advisors
Pennsylvania
$4K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2K +$2.08K +41 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$400K -7,926 Closed
VF
44
Virtu Financial
New York
-$333K -6,596 Closed
WIP
45
Wellesley Investment Partners
Massachusetts
-$236K -4,687 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$28K -562 Closed
MPPLM
47
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$26K -517 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$17K -332 Closed
CF
49
Centaurus Financial
California
-$15K -301 Closed
SWP
50
Stratos Wealth Partners
Ohio
+$101 +2 New