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iShares AAA-A Rated Corporate Bond ETF

123 hedge funds and large institutions have $664M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 122123 (+1)

0.18% more ownership

Funds ownership: 48.65%48.83% (+0.18%)

3% less capital invested

Capital invested by funds: $681M → $664M (-$17M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
45
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.39M -$14.2M -250,747 -68%
PGA
27
Portland Global Advisors
Maine
$6.3M +$3.53M +62,409 +122%
Citadel Advisors
28
Citadel Advisors
Florida
$6M -$8.87M -156,605 -59%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$5.87M +$416K +7,340 +7%
Stifel Financial
30
Stifel Financial
Missouri
$5.66M +$941K +16,611 +19%
LWA
31
Lowe Wealth Advisors
Maryland
$4.9M -$497K -8,772 -9%
MCG
32
MACRO Consulting Group
New Jersey
$4.86M +$173K +3,049 +4%
CI
33
Cambiar Investors
Colorado
$4.45M +$987K +17,422 +28%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.11M -$1.49M -26,309 -26%
MFWM
35
Motley Fool Wealth Management
Virginia
$4M +$13.5K +239 +0.3%
ANTB
36
AMG National Trust Bank
Colorado
$3.51M +$56.6K +1,000 +2%
RWM
37
RKL Wealth Management
Pennsylvania
$3.44M +$109K +1,927 +3%
LFASL
38
Lugano Financial Advisors SA (LFA)
Switzerland
$3.27M -$706K -12,462 -17%
KWA
39
KCS Wealth Advisory
California
$2.43M +$706K +12,462 +40%
BRC
40
BHF RG Capital
Arizona
$2.19M +$538K +9,509 +32%
GC
41
Guggenheim Capital
Illinois
$2.04M +$346K +6,114 +20%
BIA
42
Bigelow Investment Advisors
Maine
$1.98M +$387K +6,834 +24%
AWM
43
Atticus Wealth Management
Florida
$1.86M -$5.21M -92,054 -73%
WI
44
WrapManager Inc
California
$1.84M +$322K +5,687 +21%
PAG
45
Private Advisor Group
New Jersey
$1.73M -$2.7M -47,754 -60%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.68M +$1.72M +30,307 New
LA
47
Latitude Advisors
Florida
$1.44M +$685K +12,104 +87%
HL
48
HeadInvest LLC
Maine
$1.22M -$156K -2,755 -11%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.18M -$324K -5,726 -21%
CA
50
Cetera Advisors
Colorado
$1.17M +$60.9K +1,075 +5%