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iShares AAA-A Rated Corporate Bond ETF

106 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$262K 5,481 +18 +0.3%
SI
77
Stephens Inc
Arkansas
$252K 5,261
Truist Financial
78
Truist Financial
North Carolina
$251K 5,246 +47 +0.9%
AWA
79
Acorn Wealth Advisors
Michigan
$247K 5,171 -210 -4%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$246K 5,137 -5,069 -50%
IFPG
81
Intrepid Financial Planning Group
Indiana
$219K 4,570
FCA
82
FinTrust Capital Advisors
South Carolina
$145K 3,139
ASN
83
Advisory Services Network
Georgia
$120K 2,513 -5,993 -70%
PTC
84
Private Trust Company
Ohio
$112K 2,339 -42 -2%
US Bancorp
85
US Bancorp
Minnesota
$62.2K 1,300
IFAM
86
Institutional & Family Asset Management
Colorado
$49.7K 1,039
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$45K 946 +946 New
WP
88
WealthPLAN Partners
Nebraska
$33.2K 693 +693 New
BWM
89
BerganKDV Wealth Management
Minnesota
$32.8K 685
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$31K 648 +585 +929%
BlackRock
91
BlackRock
New York
$23.7K 496 +449 +955%
SS
92
Sunbelt Securities
Texas
$22.1K 465 +465 New
MWM
93
Mascoma Wealth Management
New Hampshire
$21.6K 450 +150 +50%
HR
94
Howe & Rusling
New York
$18.5K 386
William Blair & Company
95
William Blair & Company
Illinois
$14.5K 304
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$10.6K 221
GTAM
97
Global Trust Asset Management
Florida
$9.78K 204
DZ Bank
98
DZ Bank
Germany
$9.69K 202 -347 -63%
HI
99
Harbour Investments
Wisconsin
$9.09K 190
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$8K 167 -278 -62%