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iShares AAA-A Rated Corporate Bond ETF

117 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1.4% more ownership

Funds ownership: 46.37%47.77% (+1.4%)

1% more funds holding

Funds holding: 116117 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $444M → $440M (-$3.19M)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$4.01M -$4.9M -105,817 -54%
Nomura Asset Management
27
Nomura Asset Management
Japan
$3.87M -$5.59M -120,700 -58%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.82M +$3.92M +84,637 +100,758%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.82M +$3.02M +65,287 +338%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.16M +$1.19M +25,684 +58%
P
31
Palladiem
Pennsylvania
$3.1M +$299K +6,470 +10%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$2.97M -$439K -9,481 -13%
Goldman Sachs
33
Goldman Sachs
New York
$2.85M +$392K +8,473 +15%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$2.84M -$3.05M -65,790 -51%
CI
35
Cambiar Investors
Colorado
$2.65M -$751K -16,226 -22%
SWP
36
ShoreHaven Wealth Partners
New Jersey
$2.5M +$1.18M +25,529 +85%
SIA
37
SeaBridge Investment Advisors
New Jersey
$2.28M -$1.76M -38,058 -43%
DAS
38
Dynamic Advisor Solutions
Arizona
$2.26M -$374K -8,071 -14%
SWM
39
Sugarloaf Wealth Management
Georgia
$2.09M -$100K -2,168 -4%
WI
40
WrapManager Inc
California
$1.9M -$46.4K -1,002 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.88M +$549K +11,857 +40%
KAS
42
Kestra Advisory Services
Texas
$1.75M +$66.7K +1,442 +4%
TB
43
Treynor Bancshares
Iowa
$1.74M +$280K +6,053 +19%
FLA
44
Financial Life Advisors
Texas
$1.72M -$40.9K -883 -2%
AFAS
45
Acorn Financial Advisory Services
Virginia
$1.67M +$1.43M +30,788 +471%
PP
46
Prudential plc
United Kingdom
$1.64M -$52.3K -1,130 -3%
RJA
47
Raymond James & Associates
Florida
$1.58M -$2.83M -61,185 -64%
AWM
48
AE Wealth Management
Kansas
$1.49M +$822K +17,752 +115%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.26M -$527K -11,377 -29%
ETS
50
ESL Trust Services
New York
$1.2M +$179K +3,864 +17%