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iShares AAA-A Rated Corporate Bond ETF

116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $348M → $444M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 105116 (+11)

4.74% more ownership

Funds ownership: 41.63%46.37% (+4.7%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
48
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$4.54M -$4.75M -100,283 -51%
NAM
27
NorthCrest Asset Manangement
Minnesota
$4.35M +$18K +381 +0.4%
SIA
28
SeaBridge Investment Advisors
New Jersey
$4.18M +$520K +10,986 +14%
CGFA
29
Colton Groome Financial Advisors
North Carolina
$4.05M +$1.51M +31,907 +59%
VAS
30
Valicenti Advisory Services
New York
$3.92M +$608K +12,855 +18%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.81M +$1.88M +39,734 +97%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$3.56M +$1.29M +27,353 +57%
CI
33
Cambiar Investors
Colorado
$3.54M
P
34
Palladiem
Pennsylvania
$2.94M +$2.95M +62,265 New
DAS
35
Dynamic Advisor Solutions
Arizona
$2.74M -$528K -11,156 -16%
Goldman Sachs
36
Goldman Sachs
New York
$2.58M -$170K -3,596 -6%
CW
37
CreativeOne Wealth
Kansas
$2.48M +$40.1K +847 +2%
SWM
38
Sugarloaf Wealth Management
Georgia
$2.29M +$949K +20,042 +70%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.09M +$261K +5,510 +14%
WI
40
WrapManager Inc
California
$2.03M +$74.4K +1,573 +4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.86M +$1.86M +39,321 New
FLA
42
Financial Life Advisors
Texas
$1.84M -$218K -4,610 -11%
PP
43
Prudential plc
United Kingdom
$1.77M +$152K +3,220 +9%
KAS
44
Kestra Advisory Services
Texas
$1.77M +$1.77M +37,414 New
MBT
45
Montecito Bank & Trust
California
$1.54M +$1.54M +32,557 New
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.41M -$1.33M -28,041 -48%
TB
47
Treynor Bancshares
Iowa
$1.41M +$344K +7,266 +29%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.41M +$131K +2,761 +10%
MIH
49
Meitav Investment House
Israel
$1.36M +$85.5K +1,807 +7%
BIA
50
Bigelow Investment Advisors
Maine
$1.33M +$1.34M +28,247 New