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iShares AAA-A Rated Corporate Bond ETF

106 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
51
Guggenheim Capital
Illinois
$1.09M 22,798 -195 -0.8%
Osaic Holdings
52
Osaic Holdings
Arizona
$899K 18,788 -931 -5%
Stifel Financial
53
Stifel Financial
Missouri
$861K 17,995 +1,716 +11%
PAMS
54
Pictet Asset Management (Switzerland)
Switzerland
$837K 17,500
WP
55
WealthSource Partners
California
$806K 16,839 +16,839 New
MMA
56
Miracle Mile Advisors
California
$795K 16,623 +4,057 +32%
SB
57
Sunflower Bank
Texas
$761K 15,900
GEA
58
Glen Eagle Advisors
New Jersey
$728K 15,219 -2,868 -16%
BFA
59
Beaumont Financial Advisors
Massachusetts
$715K 14,954 -17 -0.1%
CA
60
Cetera Advisors
Colorado
$708K 14,790 -1,177 -7%
BF
61
BOK Financial
Oklahoma
$569K 11,895
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$561K 11,730 -237 -2%
RPCA
63
Running Point Capital Advisors
California
$542K 11,339 -1,044 -8%
ANTB
64
AMG National Trust Bank
Colorado
$517K 10,800
CWM
65
Curi Wealth Management
North Carolina
$513K 10,726 -218,539 -95%
SXL
66
Summit X LLC
Missouri
$460K 9,619 +9,619 New
AT
67
American Trust
Kentucky
$416K 9,248 -6,924 -43%
QPWM
68
Quadrant Private Wealth Management
Pennsylvania
$394K 8,232 +8,232 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$385K 8,046 -125 -2%
MML Investors Services
70
MML Investors Services
Massachusetts
$364K 7,614 +2,991 +65%
SCA
71
Snowden Capital Advisors
New York
$362K 7,570
TPW
72
Transatlantique Private Wealth
New York
$311K 6,506 +6,506 New
NB
73
NBT Bank
New York
$302K 6,315 +6,315 New
AWM
74
AE Wealth Management
Kansas
$282K 5,905 +5,905 New
OCM
75
One Capital Management
California
$279K 5,835 +5,835 New