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iShares AAA-A Rated Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $886M → $1.19B (+$303M)

10.73% more ownership

Funds ownership: 62.69%73.43% (+11%)

7% more funds holding

Funds holding: 152162 (+10)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$8.29M +$563K +11,790 +7%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$8.2M +$1.96M +41,042 +31%
Creative Planning
28
Creative Planning
Kansas
$7.83M -$84.6K -1,772 -1%
FWM
29
Fonville Wealth Management
Virginia
$7.81M +$1.09M +22,861 +16%
SIAM
30
Sterling Investment Advisors (Missouri)
Missouri
$7.37M +$195K +4,077 +3%
MAM
31
Milestone Asset Management
Pennsylvania
$7.16M +$7.31M +152,967 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$6.73M +$998K +20,899 +17%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$6.6M -$649K -13,581 -9%
KFS
34
Kelly Financial Services
Massachusetts
$6.55M +$2.29M +47,894 +52%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.17M +$3.82M +79,953 +154%
CAAM
36
Cornerstone Advisors Asset Management
Pennsylvania
$6.15M
HCA
37
Heck Capital Advisors
Wisconsin
$6.11M -$2.84M -59,523 -31%
RWM
38
RKL Wealth Management
Pennsylvania
$5.49M -$1.76M -36,872 -24%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.46M +$1.81M +37,813 +48%
AWS
40
Atria Wealth Solutions
New York
$4.65M +$2.96M +62,013 +166%
NAM
41
NorthCrest Asset Manangement
Minnesota
$4.2M +$264K +5,524 +7%
CC
42
Climber Capital
Switzerland
$4.05M +$5.31M +111,164 New
Citadel Advisors
43
Citadel Advisors
Florida
$4.05M +$1.64M +34,288 +66%
LFASL
44
Lugano Financial Advisors SA (LFA)
Switzerland
$3.88M -$285K -5,957 -7%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$3.53M -$270K -5,658 -7%
Jane Street
46
Jane Street
New York
$3.49M +$3.56M +74,486 New
IAN
47
Integrated Advisors Network
Texas
$3.48M -$2.36M -49,454 -40%
WI
48
WrapManager Inc
California
$3.43M +$225K +4,704 +7%
PAS
49
Park Avenue Securities
New York
$3.41M +$724K +15,154 +26%
CW
50
CreativeOne Wealth
Kansas
$3.19M +$373K +7,802 +13%