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iShares AAA-A Rated Corporate Bond ETF

62 hedge funds and large institutions have $175M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $148M → $175M (+$27.6M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.51% less ownership

Funds ownership: 42.22%40.71% (-1.5%)

2% less funds holding

Funds holding: 6362 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
22
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
26
People's United Financial
Connecticut
$617K +$363K +6,689 +147%
AG
27
Advisor Group
Arizona
$542K -$40.2K -740 -7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$516K +$52.6K +969 +11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$481K +$136K +2,496 +40%
KWA
30
KCS Wealth Advisory
California
$447K +$167K +3,070 +60%
Citadel Advisors
31
Citadel Advisors
Florida
$422K -$2.33M -42,902 -85%
SCA
32
Snowden Capital Advisors
New York
$415K
PA
33
PFG Advisors
Arizona
$404K -$74.9K -1,379 -16%
JIP
34
Jaffetilchin Investment Partners
Florida
$314K +$57.9K +1,065 +23%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$293K -$25.6K -471 -8%
UBS Group
36
UBS Group
Switzerland
$283K -$1.22M -22,421 -81%
BTS
37
BB&T Securities
Virginia
$245K -$6.08K -112 -2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$233K -$79.3K -1,460 -26%
IA
39
IFP Advisors
Florida
$222K +$221K +4,068 New
VCA
40
Verdence Capital Advisors
Maryland
$219K
NB
41
NBT Bank
New York
$211K
AIP
42
Almanack Investment Partners
Pennsylvania
$209K +$207K +3,814 New
IFAM
43
Institutional & Family Asset Management
Colorado
$199K +$1.36K +25 +0.7%
Barclays
44
Barclays
United Kingdom
$192K
Citigroup
45
Citigroup
New York
$110K
NFG
46
Next Financial Group
Texas
$107K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$74K -$214K -3,944 -74%
US Bancorp
48
US Bancorp
Minnesota
$71K
WCG
49
Weaver Consulting Group
California
$56K
FHA
50
Flagship Harbor Advisors
Massachusetts
$53K