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iShares AAA-A Rated Corporate Bond ETF

46 hedge funds and large institutions have $65.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 4446 (+2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

24.49% less ownership

Funds ownership: 60.73%36.25% (-24%)

31% less capital invested

Capital invested by funds: $94.9M → $65.4M (-$29.6M)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
$97K +$96.7K +1,945 New
US Bancorp
27
US Bancorp
Minnesota
$65K
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$23.1K +464 +81%
FHA
29
Flagship Harbor Advisors
Massachusetts
$49K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$47K
JP Morgan Chase
31
JP Morgan Chase
New York
$41K
BWM
32
BerganKDV Wealth Management
Minnesota
$34K
IA
33
IFP Advisors
Florida
$27K
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K
APA
35
American Portfolios Advisors
New York
$10.2K
AF
36
Advisornet Financial
Minnesota
$10K +$99 +2 +1%
CFGS
37
Concourse Financial Group Securities
Alabama
$8K +$8.7K +175 New
BlackRock
38
BlackRock
New York
$7K
PCTC
39
Perkins Coie Trust Company
Washington
$7K
PCG
40
Private Capital Group
Connecticut
$6K
EDRH
41
Edmond de Rothschild Holding
Switzerland
$4K
AIC
42
Ameritas Investment Company
Nebraska
$3K +$2.54K +51 New
PA
43
Parallel Advisors
California
$3K +$3.73K +75 New
AIC
44
Archer Investment Corporation
Indiana
$2K +$2.44K +49 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$1.33M -26,404 Closed
UCFA
46
United Capital Financial Advisors
Texas
-$346K -6,866 Closed
MFT
47
Moisand Fitzgerald Tamayo
Florida
-$8K -159 Closed
BA
48
Ballew Advisors
Mississippi
-$6K -115 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
-$2K -41 Closed
SFG
50
SevenBridge Financial Group
Pennsylvania
+$398 +8 New