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iShares AAA-A Rated Corporate Bond ETF

114 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

106% more capital invested

Capital invested by funds: $346M → $711M (+$365M)

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more funds holding

Funds holding: 84114 (+30)

0.91% less ownership

Funds ownership: 55.25%54.34% (-0.91%)

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
SeaBridge Investment Advisors
New Jersey
$4.52M +$102K +1,810 +2%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$4.4M +$4.3M +76,072 New
MCG
28
MACRO Consulting Group
New Jersey
$4.24M +$4.15M +73,302 New
AWM
29
Argent Wealth Management
Massachusetts
$3.98M +$586K +10,356 +18%
MFWM
30
Motley Fool Wealth Management
Virginia
$3.9M +$385K +6,800 +11%
LFASL
31
Lugano Financial Advisors SA (LFA)
Switzerland
$3.44M +$441K +7,801 +15%
LPL Financial
32
LPL Financial
California
$3.39M +$565K +9,993 +21%
FNC
33
First National Corp
Massachusetts
$3.08M +$3.01M +53,279 New
RWM
34
RKL Wealth Management
Pennsylvania
$3.08M +$55.7K +985 +2%
Jane Street
35
Jane Street
New York
$2.9M +$2.83M +50,094 New
OL
36
Optas LLC
Texas
$2.87M +$2.81M +49,601 New
FCA
37
FinTrust Capital Advisors
South Carolina
$2.73M -$1.06M -18,818 -28%
GEA
38
Glen Eagle Advisors
New Jersey
$2.68M +$1.05M +18,601 +67%
LWM
39
Laidlaw Wealth Management
New York
$2.2M -$115K -2,029 -5%
RJA
40
Raymond James & Associates
Florida
$2.15M +$257K +4,546 +14%
CI
41
Cambiar Investors
Colorado
$2.05M +$2M +35,400 New
BCM
42
Brookstone Capital Management
Illinois
$1.97M +$1.92M +34,020 New
PAG
43
Private Advisor Group
New Jersey
$1.93M +$1.47M +25,970 +352%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.86M +$1.82M +32,100 New
MML Investors Services
45
MML Investors Services
Massachusetts
$1.64M +$1.6M +28,354 New
KWA
46
KCS Wealth Advisory
California
$1.47M +$94.4K +1,669 +7%
WI
47
WrapManager Inc
California
$1.46M +$1.43M +25,217 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.38M +$690K +12,190 +105%
UBS Group
49
UBS Group
Switzerland
$1.35M +$735K +12,985 +126%
AAS
50
Avantax Advisory Services
Texas
$1.25M +$141K +2,500 +13%