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iShares AAA-A Rated Corporate Bond ETF

116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $348M → $444M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 105116 (+11)

4.74% more ownership

Funds ownership: 41.63%46.37% (+4.7%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
48
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$1.33M +$736K +15,543 +11,865%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.24M +$859K +18,159 +226%
ETS
53
ESL Trust Services
New York
$1.08M -$117K -2,477 -10%
GC
54
Guggenheim Capital
Illinois
$1.06M -$14K -295 -1%
LWA
55
Lowe Wealth Advisors
Maryland
$955K -$223K -4,715 -19%
Osaic Holdings
56
Osaic Holdings
Arizona
$913K +$26.2K +553 +3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$899K +$902K +19,051 New
WP
58
WealthSource Partners
California
$894K +$99.5K +2,103 +12%
PAMS
59
Pictet Asset Management (Switzerland)
Switzerland
$826K
CA
60
Cetera Advisors
Colorado
$815K +$118K +2,483 +17%
OMC
61
Old Mission Capital
Illinois
$801K -$1.2M -25,420 -60%
Stifel Financial
62
Stifel Financial
Missouri
$789K -$60K -1,267 -7%
GEA
63
Glen Eagle Advisors
New Jersey
$784K +$65.9K +1,392 +9%
SB
64
Sunflower Bank
Texas
$750K
AWM
65
AE Wealth Management
Kansas
$727K +$449K +9,496 +161%
BFA
66
Beaumont Financial Advisors
Massachusetts
$706K
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$649K +$226K +4,766 +53%
SCA
68
Snowden Capital Advisors
New York
$640K +$284K +6,000 +79%
AWS
69
Atria Wealth Solutions
New York
$569K +$311K +6,572 +120%
BF
70
BOK Financial
Oklahoma
$561K
RPCA
71
Running Point Capital Advisors
California
$535K
SXL
72
Summit X LLC
Missouri
$510K +$56.1K +1,185 +12%
ANTB
73
AMG National Trust Bank
Colorado
$510K
QPWM
74
Quadrant Private Wealth Management
Pennsylvania
$505K +$117K +2,470 +30%
KSWA
75
Kathleen S. Wright Associates
Pennsylvania
$485K -$68.3K -1,444 -12%