QLTA icon

iShares AAA-A Rated Corporate Bond ETF

124 hedge funds and large institutions have $664M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
46
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$394K 7,110 -3,470 -33%
FTUS
77
Flow Traders U.S.
New York
$345K 6,233 -26,973 -81%
AWA
78
Acorn Wealth Advisors
Michigan
$312K 5,637 -29 -0.5%
LCP
79
Legacy Capital Partners
Wisconsin
$294K 5,300
JIP
80
Jaffetilchin Investment Partners
Florida
$287K 5,186 -1,823 -26%
SW
81
SVB Wealth
Massachusetts
$277K 5,000
AA
82
Advisory Alpha
Michigan
$277K 4,995 +4,995 New
NB
83
NBT Bank
New York
$257K 4,636
Truist Financial
84
Truist Financial
North Carolina
$256K 4,617 -102 -2%
TCM
85
Teza Capital Management
Illinois
$247K 4,400
CCA
86
Catalyst Capital Advisors
New York
$244K 4,400
HSBC Holdings
87
HSBC Holdings
United Kingdom
$233K 4,196 -6,958 -62%
SPC
88
Sigma Planning Corp
Michigan
$219K 3,945 -289 -7%
APA
89
American Portfolios Advisors
New York
$209K 3,767 -2,084 -36%
MHS
90
M Holdings Securities
Oregon
$206K 3,713 +3,713 New
RCM
91
Robinson Capital Management
Michigan
$203K 3,650 +350 +11%
CWM
92
Consultiva Wealth Management
Puerto Rico
$180K 3,243
NFG
93
Next Financial Group
Texas
$163K 2,936 +991 +51%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$130K 2,350
CTC
95
Central Trust Company
Missouri
$111K 2,010 -2,605 -56%
PA
96
Parallel Advisors
California
$91K 1,641
US Bancorp
97
US Bancorp
Minnesota
$83K 1,502
DZ Bank
98
DZ Bank
Germany
$81K 1,467 +210 +17%
SFPG
99
Stonebridge Financial Planning Group
Florida
$77K 1,375
SPIA
100
Steward Partners Investment Advisory
New York
$72.1K 1,300 -3,700 -74%