We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $348M → $444M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 105116 (+11)

4.74% more ownership

Funds ownership: 41.63%46.37% (+4.7%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
48
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$477K +$118K +2,497 +33%
SMI
77
Shelter Mutual Insurance
Missouri
$472K +$473K +10,000 New
PFA
78
Petra Financial Advisors
Colorado
$427K +$428K +9,040 New
GAM
79
GEM Asset Management
Michigan
$402K +$403K +8,520 New
TPW
80
Transatlantique Private Wealth
New York
$368K +$61.6K +1,302 +20%
ARC
81
Advisor Resource Council
Texas
$365K -$779K -16,451 -68%
AT
82
American Trust
Kentucky
$323K -$113K -2,393 -26%
AFAS
83
Acorn Financial Advisory Services
Virginia
$308K +$309K +6,533 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$296K +$297K +6,279 New
NB
85
NBT Bank
New York
$288K -$9.94K -210 -3%
FFA
86
Fortune Financial Advisors
Kansas
$287K +$288K +6,076 New
SI
87
Stephens Inc
Arkansas
$248K
Truist Financial
88
Truist Financial
North Carolina
$248K
AWA
89
Acorn Wealth Advisors
Michigan
$244K
HSBC Holdings
90
HSBC Holdings
United Kingdom
$242K
FCA
91
FinTrust Capital Advisors
South Carolina
$145K
PTC
92
Private Trust Company
Ohio
$109K -$1.14K -24 -1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$72.8K +$73.1K +1,544 New
US Bancorp
94
US Bancorp
Minnesota
$66.9K +$5.63K +119 +9%
IFAM
95
Institutional & Family Asset Management
Colorado
$49K
VWM
96
Venturi Wealth Management
Texas
$35.2K +$31.2K +660 +759%
BWM
97
BerganKDV Wealth Management
Minnesota
$32.3K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$30.6K
BlackRock
99
BlackRock
New York
$23.6K +$237 +5 +1%
SS
100
Sunbelt Securities
Texas
$21.9K