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iShares AAA-A Rated Corporate Bond ETF

114 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

106% more capital invested

Capital invested by funds: $346M → $711M (+$365M)

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more funds holding

Funds holding: 84114 (+30)

0.91% less ownership

Funds ownership: 55.25%54.34% (-0.91%)

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
51
BHF RG Capital
Arizona
$1.1M +$1.08M +19,084 New
BFA
52
Beaumont Financial Advisors
Massachusetts
$940K +$5.6K +99 +0.6%
BIA
53
Bigelow Investment Advisors
Maine
$900K +$880K +15,558 New
VWA
54
V Wealth Advisors
Kansas
$899K +$880K +15,551 New
OWA
55
Outlook Wealth Advisors
Texas
$863K -$17.5K -309 -2%
GC
56
Guggenheim Capital
Illinois
$840K +$423K +7,468 +106%
CA
57
Cetera Advisors
Colorado
$835K +$23.2K +410 +3%
EB
58
Eastern Bank
Massachusetts
$645K -$651K -11,503 -51%
WCM
59
Wealthcare Capital Management
Virginia
$641K +$256K +4,516 +69%
BFO
60
Biltmore Family Office
North Carolina
$623K +$609K +10,767 New
FTUS
61
Flow Traders U.S.
New York
$617K +$603K +10,661 New
HSBC Holdings
62
HSBC Holdings
United Kingdom
$611K +$598K +10,565 New
PGAM
63
Princeton Global Asset Management
New Jersey
$549K +$537K +9,495 New
LCP
64
Legacy Capital Partners
Wisconsin
$533K +$293K +5,172 +128%
CNB
65
Camden National Bank
Maine
$523K +$512K +9,043 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$521K +$53.5K +945 +12%
TP
67
Tranquility Partners
Tennessee
$518K +$507K +8,956 New
ANTB
68
AMG National Trust Bank
Colorado
$493K +$482K +8,525 New
CAG
69
Crestwood Advisors Group
Massachusetts
$492K +$481K +8,500 New
PP
70
Prudential plc
United Kingdom
$465K +$455K +8,040 New
SCA
71
Snowden Capital Advisors
New York
$438K
CIAS
72
Capital Investment Advisory Services
North Carolina
$428K +$11.8K +208 +3%
PA
73
PFG Advisors
Arizona
$418K -$11.9K -210 -3%
JIP
74
Jaffetilchin Investment Partners
Florida
$409K +$12.7K +225 +3%
WCG
75
Weaver Consulting Group
California
$400K +$2.94K +52 +0.8%