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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $351M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 110110 (0)

8.48% less ownership

Funds ownership: 49.62%41.14% (-8.5%)

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

45% less capital invested

Capital invested by funds: $643M → $351M (-$292M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
26
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
26
AMG National Trust Bank
Colorado
$3.48M +$12.2K +248 +0.4%
Goldman Sachs
27
Goldman Sachs
New York
$2.88M +$2.93M +59,689 New
Wells Fargo
28
Wells Fargo
California
$2.71M -$1M -20,375 -27%
Ameriprise
29
Ameriprise
Minnesota
$2.63M +$817K +16,620 +44%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$2.23M +$2.27M +46,150 New
LFASL
31
Lugano Financial Advisors SA (LFA)
Switzerland
$2.15M +$114K +2,324 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$1.86M -$11.4M -231,420 -86%
BIA
33
Bigelow Investment Advisors
Maine
$1.84M +$51.2K +1,042 +3%
GC
34
Guggenheim Capital
Illinois
$1.82M -$52.7K -1,072 -3%
WI
35
WrapManager Inc
California
$1.73M +$38K +773 +2%
LWA
36
Lowe Wealth Advisors
Maryland
$1.61M -$1.03M -21,061 -39%
GEA
37
Glen Eagle Advisors
New Jersey
$1.49M -$881K -17,921 -37%
APA
38
Astoria Portfolio Advisors
New York
$1.31M -$246K -5,010 -16%
Stifel Financial
39
Stifel Financial
Missouri
$1.17M -$1.32M -26,831 -53%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.08M +$209K +4,251 +24%
TB
41
Treynor Bancshares
Iowa
$1.03M -$105K -2,143 -9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1M -$47.9K -974 -4%
IAN
43
Integrated Advisors Network
Texas
$999K +$9.34K +190 +0.9%
RPCA
44
Running Point Capital Advisors
California
$916K -$42.4K -862 -4%
PAMS
45
Pictet Asset Management (Switzerland)
Switzerland
$845K
MWM
46
Marion Wealth Management
Pennsylvania
$823K -$307K -6,249 -27%
BFA
47
Beaumont Financial Advisors
Massachusetts
$734K
Osaic Holdings
48
Osaic Holdings
Arizona
$721K -$225K -4,573 -23%
PP
49
Prudential plc
United Kingdom
$707K +$983 +20 +0.1%
CA
50
Cetera Advisors
Colorado
$696K +$19K +387 +3%