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iShares AAA-A Rated Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $886M → $1.19B (+$303M)

10.73% more ownership

Funds ownership: 62.69%73.43% (+11%)

7% more funds holding

Funds holding: 152162 (+10)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$3.17M -$1.42M -29,723 -31%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.15M -$2.4M -50,283 -43%
Nomura Asset Management
53
Nomura Asset Management
Japan
$3.13M -$906K -18,964 -22%
SWP
54
Stratos Wealth Partners
Ohio
$2.68M -$815K -17,060 -23%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.66M +$273K +5,710 +10%
EB
56
Eastern Bank
Massachusetts
$2.5M -$36.5M -765,100 -93%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$2.48M -$255K -5,338 -9%
SA
58
Sanctuary Advisors
Indiana
$2.46M +$875K +18,319 +54%
PFA
59
Petra Financial Advisors
Colorado
$2.36M +$39.8K +833 +2%
AAS
60
Ameritas Advisory Services
Nebraska
$2.23M -$2.67M -55,835 -54%
SWM
61
Sugarloaf Wealth Management
Georgia
$2.23M -$90.7K -1,899 -4%
SWP
62
ShoreHaven Wealth Partners
New Jersey
$2.08M +$256K +5,356 +14%
TB
63
Treynor Bancshares
Iowa
$1.93M +$481K +10,073 +32%
CCP
64
Cushing Capital Partners
Wisconsin
$1.89M +$1.93M +40,323 New
SIA
65
SeaBridge Investment Advisors
New Jersey
$1.78M -$83.1K -1,740 -4%
JC
66
JB Capital
Connecticut
$1.76M +$423K +8,855 +31%
ETS
67
ESL Trust Services
New York
$1.75M -$15.5K -325 -0.9%
HA
68
Hanover Advisors
South Carolina
$1.71M -$138K -2,882 -7%
CFG
69
Cornerstone Financial Group
Nebraska
$1.65M +$1.68M +35,246 New
AWM
70
AE Wealth Management
Kansas
$1.65M +$3.44K +72 +0.2%
GEA
71
Glen Eagle Advisors
New Jersey
$1.6M +$230K +4,823 +16%
PCA
72
Prosperity Capital Advisors
Ohio
$1.49M +$521K +10,904 +52%
QPWM
73
Quadrant Private Wealth Management
Pennsylvania
$1.46M -$1.13M -23,704 -43%
AFG
74
Atomi Financial Group
New York
$1.37M +$1.39M +29,192 New
AAS
75
Avantax Advisory Services
Texas
$1.26M +$55.7K +1,166 +5%