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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

5.46% less ownership

Funds ownership: 48.83%43.37% (-5.5%)

11% less funds holding

Funds holding: 123110 (-13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less capital invested

Capital invested by funds: $664M → $518M (-$146M)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
11
Increased
35
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$262K
TSS
77
Two Sigma Securities
New York
$257K +$253K +4,512 New
CCA
78
Catalyst Capital Advisors
New York
$250K
TCM
79
Teza Capital Management
Illinois
$247K
William Blair & Company
80
William Blair & Company
Illinois
$233K -$177K -3,157 -44%
PFWA
81
Paces Ferry Wealth Advisors
Georgia
$230K +$227K +4,050 New
RCM
82
Robinson Capital Management
Michigan
$213K +$5.61K +100 +3%
APA
83
American Portfolios Advisors
New York
$206K -$8.35K -149 -4%
AAS
84
Avantax Advisory Services
Texas
$205K -$484K -8,642 -70%
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$187K -$5.75M -102,517 -97%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$153K +$151K +2,692 New
NFG
87
Next Financial Group
Texas
$139K -$27.9K -498 -17%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$134K
CTC
89
Central Trust Company
Missouri
$114K
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$39K +696 +55%
Deutsche Bank
91
Deutsche Bank
Germany
$109K +$42.8K +763 +66%
US Bancorp
92
US Bancorp
Minnesota
$85K
FCA
93
FinTrust Capital Advisors
South Carolina
$74K
IFAM
94
Institutional & Family Asset Management
Colorado
$59K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$59K +$58.5K +1,044 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$40K +$39.4K +703 New
BWM
97
BerganKDV Wealth Management
Minnesota
$39K
SFPG
98
Stonebridge Financial Planning Group
Florida
$38K -$39.2K -700 -51%
GTAM
99
Global Trust Asset Management
Florida
$33K -$5.55K -99 -15%
JPLA
100
Joseph P. Lucia & Associates
New York
$14K