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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $351M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 110110 (0)

8.48% less ownership

Funds ownership: 49.62%41.14% (-8.5%)

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

45% less capital invested

Capital invested by funds: $643M → $351M (-$292M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
26
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$182K
JP Morgan Chase
77
JP Morgan Chase
New York
$160K -$230M -4,677,832 -100%
APA
78
American Portfolios Advisors
New York
$153K -$21.9K -446 -12%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$146K
MIFH
80
Migdal Insurance & Financial Holdings
Israel
$134K -$25.8K -525 -16%
Nomura Asset Management
81
Nomura Asset Management
Japan
$131K +$9.94M +202,300 New
CA
82
Crewe Advisors
Utah
$115K +$117K +2,379 New
CTC
83
Central Trust Company
Missouri
$97K
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$98 +2 +0.1%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$85K +$31K +630 +56%
PTC
86
Private Trust Company
Ohio
$80K +$81.1K +1,651 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$76K -$38.3K -780 -33%
FCA
88
FinTrust Capital Advisors
South Carolina
$65K
IFAM
89
Institutional & Family Asset Management
Colorado
$50K
BWM
90
BerganKDV Wealth Management
Minnesota
$33K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$21K +$21.9K +446 New
AWM
92
Atticus Wealth Management
Florida
$19K +$98 +2 +0.5%
MWM
93
Mascoma Wealth Management
New Hampshire
$14K
CIAS
94
Capital Investment Advisory Services
North Carolina
$12K +$49 +1 +0.4%
MAWCM
95
Mine & Arao Wealth Creation & Management
California
$11K
GTAM
96
Global Trust Asset Management
Florida
$10K -$8.65K -176 -46%
HI
97
Harbour Investments
Wisconsin
$9K +$9.34K +190 New
SFG
98
Steward Financial Group
Texas
$8K +$8.94K +182 New
GWM
99
Geneos Wealth Management
Colorado
$7K
HFA
100
HC Financial Advisors
California
$6K +$5.65K +115 New