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iShares AAA-A Rated Corporate Bond ETF

107 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $351M → $518M (+$167M)

14.42% more ownership

Funds ownership: 41.14%55.56% (+14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3% less funds holding

Funds holding: 110107 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
NorthCrest Asset Manangement
Minnesota
$4.07M -$67.2K -1,393 -2%
LPL Financial
27
LPL Financial
California
$3.96M +$37.3K +774 +0.9%
CI
28
Cambiar Investors
Colorado
$3.79M -$18.3K -380 -0.5%
SIA
29
SeaBridge Investment Advisors
New Jersey
$3.4M +$3.62M +74,994 New
Wells Fargo
30
Wells Fargo
California
$2.79M +$257K +5,326 +9%
Goldman Sachs
31
Goldman Sachs
New York
$2.45M -$272K -5,640 -9%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$1.99M -$26.5K -550 -1%
WI
33
WrapManager Inc
California
$1.95M +$344K +7,140 +20%
BIA
34
Bigelow Investment Advisors
Maine
$1.79M +$60.8K +1,261 +3%
LWA
35
Lowe Wealth Advisors
Maryland
$1.46M -$50.2K -1,041 -3%
MIH
36
Meitav Investment House
Israel
$1.37M +$1.46M +30,201 New
ANTB
37
AMG National Trust Bank
Colorado
$1.3M -$2M -41,443 -59%
PP
38
Prudential plc
United Kingdom
$1.29M +$666K +13,810 +94%
OMC
39
Old Mission Capital
Illinois
$1.23M -$3.38M -70,103 -72%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.23M +$233K +4,823 +22%
GEA
41
Glen Eagle Advisors
New Jersey
$1.11M -$306K -6,335 -21%
Stifel Financial
42
Stifel Financial
Missouri
$1.06M -$36K -746 -3%
GC
43
Guggenheim Capital
Illinois
$1.06M -$692K -14,338 -38%
TB
44
Treynor Bancshares
Iowa
$975K +$2.6K +54 +0.3%
IAN
45
Integrated Advisors Network
Texas
$843K -$102K -2,117 -10%
ETS
46
ESL Trust Services
New York
$815K +$298K +6,171 +52%
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
$794K
MWM
48
Marion Wealth Management
Pennsylvania
$721K -$56.1K -1,163 -7%
Osaic Holdings
49
Osaic Holdings
Arizona
$721K +$46.8K +970 +6%
SB
50
Sunflower Bank
Texas
$721K +$497K +10,300 +184%