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iShares AAA-A Rated Corporate Bond ETF

123 hedge funds and large institutions have $664M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 122123 (+1)

0.18% more ownership

Funds ownership: 48.65%48.83% (+0.18%)

3% less capital invested

Capital invested by funds: $681M → $664M (-$17M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
45
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
Palladiem
Pennsylvania
$1.09M -$130K -2,295 -10%
RPCA
52
Running Point Capital Advisors
California
$1.07M +$143K +2,534 +15%
PGAM
53
Princeton Global Asset Management
New Jersey
$914K +$16.1K +285 +2%
CNB
54
Camden National Bank
Maine
$899K -$231K -4,072 -20%
CNC
55
Camden National Corporation
Maine
$899K +$919K +16,221 New
BFA
56
Beaumont Financial Advisors
Massachusetts
$896K -$4.53K -80 -0.5%
WCM
57
Wealthcare Capital Management
Virginia
$857K +$39.8K +703 +5%
IAN
58
Integrated Advisors Network
Texas
$829K +$847K +14,951 New
Wolverine Trading
59
Wolverine Trading
Illinois
$826K +$626K +11,047 +285%
EIA
60
Eastover Investment Advisors
North Carolina
$736K -$5.66K -100 -0.7%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$719K -$1.88M -33,177 -72%
BF
62
BOK Financial
Oklahoma
$691K +$706K +12,470 New
AAS
63
Avantax Advisory Services
Texas
$678K -$1.43M -25,302 -67%
DWT
64
Dorsey & Whitney Trust
South Dakota
$665K +$680K +12,000 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$581K +$13.5K +238 +2%
PP
66
Prudential plc
United Kingdom
$557K +$113K +2,000 +25%
TC
67
Trilogy Capital
California
$539K +$551K +9,732 New
OMC
68
Old Mission Capital
Illinois
$509K +$520K +9,185 New
SGCA
69
Steel Grove Capital Advisors
Tennessee
$487K +$497K +8,781 New
ASN
70
Advisory Services Network
Georgia
$448K +$29.5K +521 +7%
LWM
71
Laidlaw Wealth Management
New York
$424K -$336K -5,937 -44%
SCA
72
Snowden Capital Advisors
New York
$420K -$66.9K -1,181 -13%
LNC
73
Lincoln National Corp
Pennsylvania
$414K +$113K +1,989 +36%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$408K +$73.3K +1,295 +21%
William Blair & Company
75
William Blair & Company
Illinois
$402K +$317K +5,592 +337%