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iShares AAA-A Rated Corporate Bond ETF

123 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, 45 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 122123 (+1)

0.18% more ownership

Funds ownership: 48.65%48.83% (+0.18%)

3% less capital invested

Capital invested by funds: $681M → $664M (-$17M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.16%
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
45
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$394K -$196K -3,470 -33%
FTUS
77
Flow Traders U.S.
New York
$345K -$1.53M -26,973 -81%
AWA
78
Acorn Wealth Advisors
Michigan
$312K -$1.64K -29 -0.5%
LCP
79
Legacy Capital Partners
Wisconsin
$294K
JIP
80
Jaffetilchin Investment Partners
Florida
$287K -$103K -1,823 -26%
SW
81
SVB Wealth
Massachusetts
$277K
AA
82
Advisory Alpha
Michigan
$277K +$283K +4,995 New
NB
83
NBT Bank
New York
$257K
Truist Financial
84
Truist Financial
North Carolina
$256K -$5.78K -102 -2%
TCM
85
Teza Capital Management
Illinois
$247K
CCA
86
Catalyst Capital Advisors
New York
$244K
HSBC Holdings
87
HSBC Holdings
United Kingdom
$233K -$394K -6,958 -62%
SPC
88
Sigma Planning Corp
Michigan
$219K -$16.4K -289 -7%
APA
89
American Portfolios Advisors
New York
$209K -$118K -2,084 -36%
MHS
90
M Holdings Securities
Oregon
$206K +$210K +3,713 New
RCM
91
Robinson Capital Management
Michigan
$203K +$19.8K +350 +11%
CWM
92
Consultiva Wealth Management
Puerto Rico
$180K
NFG
93
Next Financial Group
Texas
$163K +$56.1K +991 +51%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$130K
CTC
95
Central Trust Company
Missouri
$111K -$148K -2,605 -56%
PA
96
Parallel Advisors
California
$91K
US Bancorp
97
US Bancorp
Minnesota
$83K
SFPG
98
Stonebridge Financial Planning Group
Florida
$77K
SPIA
99
Steward Partners Investment Advisory
New York
$72.1K -$210K -3,700 -74%
FCA
100
FinTrust Capital Advisors
South Carolina
$72K