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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

5.46% less ownership

Funds ownership: 48.83%43.37% (-5.5%)

11% less funds holding

Funds holding: 123110 (-13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less capital invested

Capital invested by funds: $664M → $518M (-$146M)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
11
Increased
35
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
26
Glen Eagle Advisors
New Jersey
$4.5M -$3.37M -60,173 -43%
LWA
27
Lowe Wealth Advisors
Maryland
$4.31M -$698K -12,461 -14%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.06M -$2.47M -44,003 -38%
MFWM
29
Motley Fool Wealth Management
Virginia
$4.04M -$57.7K -1,029 -1%
RWM
30
RKL Wealth Management
Pennsylvania
$3.95M +$415K +7,403 +12%
ANTB
31
AMG National Trust Bank
Colorado
$3.5M -$96.2K -1,716 -3%
Jane Street
32
Jane Street
New York
$3.42M -$9.64M -171,997 -74%
LFASL
33
Lugano Financial Advisors SA (LFA)
Switzerland
$3.33M -$15.3K -273 -0.5%
KWA
34
KCS Wealth Advisory
California
$3.09M +$587K +10,473 +24%
FNC
35
First National Corp
Massachusetts
$3.08M -$3.55M -63,373 -54%
MIH
36
Meitav Investment House
Israel
$2.64M +$272K +4,844 +12%
AWM
37
AE Wealth Management
Kansas
$2.43M +$2.4M +42,735 New
Barclays
38
Barclays
United Kingdom
$2.41M +$2.38M +42,382 New
Osaic Holdings
39
Osaic Holdings
Arizona
$2.08M -$2.11M -37,620 -51%
GC
40
Guggenheim Capital
Illinois
$2.07M -$18.4K -329 -0.9%
WI
41
WrapManager Inc
California
$2.04M +$144K +2,575 +8%
BIA
42
Bigelow Investment Advisors
Maine
$2.03M
AWM
43
Atticus Wealth Management
Florida
$1.38M -$523K -9,335 -28%
IAN
44
Integrated Advisors Network
Texas
$1.37M +$512K +9,139 +61%
LA
45
Latitude Advisors
Florida
$1.32M -$160K -2,859 -11%
CA
46
Cetera Advisors
Colorado
$1.29M +$95.2K +1,699 +8%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.25M +$47.4K +846 +4%
RPCA
48
Running Point Capital Advisors
California
$1.17M +$73.7K +1,315 +7%
P
49
Palladiem
Pennsylvania
$1.09M -$30.7K -547 -3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.06M -$651K -11,610 -38%