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iShares AAA-A Rated Corporate Bond ETF
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Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$8.29M 177,197 +11,790 +7%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$8.2M 175,169 +41,042 +31%
Creative Planning
28
Creative Planning
Kansas
$7.83M 167,377 -1,772 -1%
FWM
29
Fonville Wealth Management
Virginia
$7.81M 166,910 +22,861 +16%
SIAM
30
Sterling Investment Advisors (Missouri)
Missouri
$7.37M 157,518 +4,077 +3%
MAM
31
Milestone Asset Management
Pennsylvania
$7.16M 152,967 +152,967 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$6.73M 143,828 +20,899 +17%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$6.6M 140,983 -13,581 -9%
KFS
34
Kelly Financial Services
Massachusetts
$6.55M 140,085 +47,894 +52%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.17M 131,772 +79,953 +154%
CAAM
36
Cornerstone Advisors Asset Management
Pennsylvania
$6.15M 131,333 – –
HCA
37
Heck Capital Advisors
Wisconsin
$6.11M 130,626 -59,523 -31%
RWM
38
RKL Wealth Management
Pennsylvania
$5.49M 117,362 -36,872 -24%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.46M 116,709 +37,813 +48%
AWS
40
Atria Wealth Solutions
New York
$4.65M 99,480 +62,013 +166%
NAM
41
NorthCrest Asset Manangement
Minnesota
$4.2M 89,706 +5,524 +7%
CC
42
Climber Capital
Switzerland
$4.05M 111,164 +111,164 New
Citadel Advisors
43
Citadel Advisors
Florida
$4.05M 86,574 +34,288 +66%
LFASL
44
Lugano Financial Advisors SA (LFA)
Switzerland
$3.88M 83,015 -5,957 -7%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$3.53M 75,484 -5,658 -7%
Jane Street
46
Jane Street
New York
$3.49M 74,486 +74,486 New
IAN
47
Integrated Advisors Network
Texas
$3.48M 74,337 -49,454 -40%
WI
48
WrapManager Inc
California
$3.43M 73,212 +4,704 +7%
PAS
49
Park Avenue Securities
New York
$3.41M 72,802 +15,154 +26%
CW
50
CreativeOne Wealth
Kansas
$3.19M 68,276 +7,802 +13%
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