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iShares AAA-A Rated Corporate Bond ETF

108 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IFPG
76
Intrepid Financial Planning Group
Indiana
$224K 4,940
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$208K 4,574 -202 -4%
William Blair & Company
78
William Blair & Company
Illinois
$171K 3,773
APA
79
American Portfolios Advisors
New York
$144K 3,175
TWC
80
TD Waterhouse Canada
Ontario, Canada
$138K 3,000
MIFH
81
Migdal Insurance & Financial Holdings
Israel
$126K 2,770
CA
82
Crewe Advisors
Utah
$108K 2,379
PTC
83
Private Trust Company
Ohio
$108K 2,379 +728 +44%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$92K 2,038 -3,115 -60%
ACA
85
Aptus Capital Advisors
Alabama
$64K 1,401 +1,401 New
IFAM
86
Institutional & Family Asset Management
Colorado
$47K 1,039
DZ Bank
87
DZ Bank
Germany
$42K 916
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$42K 931 +931 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$38K 839 -925 -52%
BWM
90
BerganKDV Wealth Management
Minnesota
$31K 685
AWM
91
Atticus Wealth Management
Florida
$19K 385
FCA
92
FinTrust Capital Advisors
South Carolina
$14K 315 -990 -76%
MWM
93
Mascoma Wealth Management
New Hampshire
$14K 300
CIAS
94
Capital Investment Advisory Services
North Carolina
$12K 264 +11 +4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$11K 237 +236 +23,600%
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$10K 221
GTAM
97
Global Trust Asset Management
Florida
$9K 204
HI
98
Harbour Investments
Wisconsin
$9K 190
LC
99
Lindbrook Capital
California
$8K 169 +169 New
GRP
100
Global Retirement Partners
California
$7K 163 +163 New