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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $351M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 110110 (0)

8.48% less ownership

Funds ownership: 49.62%41.14% (-8.5%)

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

45% less capital invested

Capital invested by funds: $643M → $351M (-$292M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
26
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
51
BOK Financial
Oklahoma
$574K -$26K -530 -4%
KSWA
52
Kathleen S. Wright Associates
Pennsylvania
$571K +$10.1K +206 +2%
ETS
53
ESL Trust Services
New York
$570K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$476K -$6.78K -138 -1%
AT
55
American Trust
Kentucky
$436K +$53.2K +1,083 +11%
MCWA
56
Meadow Creek Wealth Advisors
Georgia
$420K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$415K -$71.6K -1,458 -15%
ASN
58
Advisory Services Network
Georgia
$407K -$132K -2,676 -24%
MML Investors Services
59
MML Investors Services
Massachusetts
$394K -$72.7K -1,480 -15%
PPW
60
Pinnacle Private Wealth
Massachusetts
$385K -$103K -2,100 -21%
SCA
61
Snowden Capital Advisors
New York
$365K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$347K -$2.17M -44,207 -86%
US Bancorp
63
US Bancorp
Minnesota
$309K +$190K +3,861 +153%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$277K -$56.9K -1,157 -17%
SB
65
Sunflower Bank
Texas
$270K
DIA
66
Dana Investment Advisors
Wisconsin
$269K +$273K +5,565 New
AWA
67
Acorn Wealth Advisors
Michigan
$260K -$2.8K -57 -1%
SI
68
Stephens Inc
Arkansas
$254K
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$249K +$168K +3,414 +196%
SW
70
SVB Wealth
Massachusetts
$241K
IFPG
71
Intrepid Financial Planning Group
Indiana
$238K +$243K +4,940 New
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$231K -$41.2K -839 -15%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$223K -$6.24K -127 -3%
Truist Financial
74
Truist Financial
North Carolina
$204K
MBT
75
Montecito Bank & Trust
California
$201K