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iShares AAA-A Rated Corporate Bond ETF

117 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1.4% more ownership

Funds ownership: 46.37%47.77% (+1.4%)

1% more funds holding

Funds holding: 116117 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $444M → $440M (-$3.19M)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
51
Bigelow Investment Advisors
Maine
$1.2M -$75.8K -1,638 -6%
MIH
52
Meitav Investment House
Israel
$1.17M -$133K -2,881 -10%
CG
53
Cynosure Group
Utah
$1.13M +$1.16M +25,081 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.04M -$142K -3,073 -12%
GEA
55
Glen Eagle Advisors
New Jersey
$1.01M +$273K +5,894 +35%
BCM
56
Brookstone Capital Management
Illinois
$893K +$944K +20,395 New
CW
57
CreativeOne Wealth
Kansas
$880K -$1.53M -33,016 -63%
CA
58
Cetera Advisors
Colorado
$880K +$104K +2,237 +13%
Pictet Asset Management
59
Pictet Asset Management
Switzerland
$789K +$810K +17,500 New
LWA
60
Lowe Wealth Advisors
Maryland
$747K -$169K -3,662 -18%
Stifel Financial
61
Stifel Financial
Missouri
$735K -$20K -432 -3%
SB
62
Sunflower Bank
Texas
$717K
MBT
63
Montecito Bank & Trust
California
$711K -$777K -16,786 -52%
BFA
64
Beaumont Financial Advisors
Massachusetts
$674K
SCA
65
Snowden Capital Advisors
New York
$612K
Comerica Bank
66
Comerica Bank
Texas
$608K +$624K +13,482 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$550K -$71.3K -1,541 -11%
BF
68
BOK Financial
Oklahoma
$525K
WP
69
WealthSource Partners
California
$508K -$355K -7,666 -40%
RPCA
70
Running Point Capital Advisors
California
$501K -$10.1K -218 -2%
AWS
71
Atria Wealth Solutions
New York
$493K -$51.3K -1,108 -9%
ANTB
72
AMG National Trust Bank
Colorado
$487K
SXL
73
Summit X LLC
Missouri
$456K -$32.2K -696 -6%
SMI
74
Shelter Mutual Insurance
Missouri
$450K
PFA
75
Petra Financial Advisors
Colorado
$443K +$35.9K +776 +9%