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iShares AAA-A Rated Corporate Bond ETF

107 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.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $351M → $518M (+$167M)

14.42% more ownership

Funds ownership: 41.14%55.56% (+14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3% less funds holding

Funds holding: 110107 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.84%
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 Holding Trade Value Shares
Change
Change in
Stake
IFPG
76
Intrepid Financial Planning Group
Indiana
$224K
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$208K -$9.74K -202 -4%
William Blair & Company
78
William Blair & Company
Illinois
$171K
APA
79
American Portfolios Advisors
New York
$144K
TWC
80
TD Waterhouse Canada
Ontario, Canada
$138K
MIFH
81
Migdal Insurance & Financial Holdings
Israel
$126K
CA
82
Crewe Advisors
Utah
$108K
PTC
83
Private Trust Company
Ohio
$108K +$35.1K +728 +44%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$92K -$150K -3,115 -60%
ACA
85
Aptus Capital Advisors
Alabama
$64K +$67.6K +1,401 New
IFAM
86
Institutional & Family Asset Management
Colorado
$47K
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$42K +$44.9K +931 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$38K -$44.6K -925 -52%
BWM
89
BerganKDV Wealth Management
Minnesota
$31K
AWM
90
Atticus Wealth Management
Florida
$19K
FCA
91
FinTrust Capital Advisors
South Carolina
$14K -$47.8K -990 -76%
MWM
92
Mascoma Wealth Management
New Hampshire
$14K
CIAS
93
Capital Investment Advisory Services
North Carolina
$12K +$531 +11 +4%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$11K +$11.4K +236 +23,600%
MAWCM
95
Mine & Arao Wealth Creation & Management
California
$10K
GTAM
96
Global Trust Asset Management
Florida
$9K
HI
97
Harbour Investments
Wisconsin
$9K
LC
98
Lindbrook Capital
California
$8K +$8.15K +169 New
GRP
99
Global Retirement Partners
California
$7K +$7.86K +163 New
GWM
100
Geneos Wealth Management
Colorado
$6K