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iShares AAA-A Rated Corporate Bond ETF

107 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $351M → $518M (+$167M)

14.42% more ownership

Funds ownership: 41.14%55.56% (+14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3% less funds holding

Funds holding: 110107 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$690K
KWA
52
KCS Wealth Advisory
California
$664K -$2.79M -57,748 -80%
CA
53
Cetera Advisors
Colorado
$631K -$24.1K -499 -3%
RPCA
54
Running Point Capital Advisors
California
$562K -$319K -6,603 -35%
BF
55
BOK Financial
Oklahoma
$540K
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$537K +$482 +10 +0.1%
AT
57
American Trust
Kentucky
$488K -$15.4K -319 -3%
ASN
58
Advisory Services Network
Georgia
$404K +$22.5K +467 +6%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$401K -$48.7K -1,009 -10%
MCWA
60
Meadow Creek Wealth Advisors
Georgia
$394K -$965 -20 -0.2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$371K -$19.7K -408 -5%
MML Investors Services
62
MML Investors Services
Massachusetts
$370K -$241 -5 -0.1%
LRWA
63
Long Run Wealth Advisors
New York
$364K -$12.4M -257,669 -97%
SCA
64
Snowden Capital Advisors
New York
$343K
KCM
65
Karp Capital Management
California
$302K +$321K +6,660 New
US Bancorp
66
US Bancorp
Minnesota
$290K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$281K +$21.3K +441 +8%
TPW
68
Transatlantique Private Wealth
New York
$268K +$285K +5,913 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$257K -$738K -15,307 -73%
AWS
70
Atria Wealth Solutions
New York
$246K +$262K +5,425 New
AWA
71
Acorn Wealth Advisors
Michigan
$244K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$244K +$36.6K +758 +16%
SI
73
Stephens Inc
Arkansas
$239K
SW
74
SVB Wealth
Massachusetts
$227K
LIM
75
Leavell Investment Management
Alabama
$225K +$239K +4,956 New