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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

5.46% less ownership

Funds ownership: 48.83%43.37% (-5.5%)

11% less funds holding

Funds holding: 123110 (-13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less capital invested

Capital invested by funds: $664M → $518M (-$146M)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
11
Increased
35
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
51
Princeton Global Asset Management
New Jersey
$931K -$6.11K -109 -0.7%
BFA
52
Beaumont Financial Advisors
Massachusetts
$919K
PP
53
Prudential plc
United Kingdom
$841K +$266K +4,750 +47%
EIA
54
Eastover Investment Advisors
North Carolina
$745K -$9.81K -175 -1%
JIP
55
Jaffetilchin Investment Partners
Florida
$706K +$394K +7,034 +136%
DWT
56
Dorsey & Whitney Trust
South Dakota
$682K
CNB
57
Camden National Bank
Maine
$679K -$240K -4,280 -26%
Verition Fund Management
58
Verition Fund Management
Connecticut
$596K +$588K +10,486 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$588K -$147K -2,619 -20%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$555K -$39.9K -711 -7%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$540K -$22.3M -397,129 -98%
SB
62
Sunflower Bank
Texas
$521K +$514K +9,170 New
SGCA
63
Steel Grove Capital Advisors
Tennessee
$499K
ASN
64
Advisory Services Network
Georgia
$491K +$31.3K +559 +7%
LNC
65
Lincoln National Corp
Pennsylvania
$477K +$51.5K +918 +12%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$448K +$29.4K +525 +7%
SCA
67
Snowden Capital Advisors
New York
$430K
LWM
68
Laidlaw Wealth Management
New York
$386K -$48.8K -870 -11%
AWA
69
Acorn Wealth Advisors
Michigan
$320K
OMC
70
Old Mission Capital
Illinois
$306K -$214K -3,811 -41%
LCP
71
Legacy Capital Partners
Wisconsin
$301K
SW
72
SVB Wealth
Massachusetts
$286K +$1.34K +24 +0.5%
CCM
73
Crabel Capital Management
California
$284K +$280K +4,998 New
AA
74
Advisory Alpha
Michigan
$267K -$16.8K -300 -6%
NB
75
NBT Bank
New York
$264K