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iShares AAA-A Rated Corporate Bond ETF
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Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$3.17M 67,707 -29,723 -31%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.15M 67,331 -50,283 -43%
Nomura Asset Management
53
Nomura Asset Management
Japan
$3.13M 66,836 -18,964 -22%
SWP
54
Stratos Wealth Partners
Ohio
$2.68M 57,186 -17,060 -23%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.66M 61,870 +5,710 +10%
EB
56
Eastern Bank
Massachusetts
$2.5M 53,324 -765,100 -93%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$2.48M 52,792 -5,338 -9%
SA
58
Sanctuary Advisors
Indiana
$2.46M 52,160 +18,319 +54%
PFA
59
Petra Financial Advisors
Colorado
$2.36M 50,543 +833 +2%
AAS
60
Ameritas Advisory Services
Nebraska
$2.23M 47,608 -55,835 -54%
SWM
61
Sugarloaf Wealth Management
Georgia
$2.23M 47,560 -1,899 -4%
SWP
62
ShoreHaven Wealth Partners
New Jersey
$2.08M 44,519 +5,356 +14%
TB
63
Treynor Bancshares
Iowa
$1.93M 41,262 +10,073 +32%
CCP
64
Cushing Capital Partners
Wisconsin
$1.89M 40,323 +40,323 New
SIA
65
SeaBridge Investment Advisors
New Jersey
$1.78M 37,941 -1,740 -4%
JC
66
JB Capital
Connecticut
$1.76M 37,619 +8,855 +31%
ETS
67
ESL Trust Services
New York
$1.75M 37,490 -325 -0.9%
HA
68
Hanover Advisors
South Carolina
$1.71M 36,627 -2,882 -7%
CFG
69
Cornerstone Financial Group
Nebraska
$1.65M 35,246 +35,246 New
AWM
70
AE Wealth Management
Kansas
$1.65M 35,179 +72 +0.2%
GEA
71
Glen Eagle Advisors
New Jersey
$1.6M 34,148 +4,823 +16%
PCA
72
Prosperity Capital Advisors
Ohio
$1.49M 31,824 +10,904 +52%
QPWM
73
Quadrant Private Wealth Management
Pennsylvania
$1.46M 31,309 -23,704 -43%
AFG
74
Atomi Financial Group
New York
$1.37M 29,192 +29,192 New
AAS
75
Avantax Advisory Services
Texas
$1.26M 26,854 +1,166 +5%
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