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iShares AAA-A Rated Corporate Bond ETF

117 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, 49 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
1.85%
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
49
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$477K 10,111 +2,497 +33%
SMI
77
Shelter Mutual Insurance
Missouri
$472K 10,000 +10,000 New
PFA
78
Petra Financial Advisors
Colorado
$427K 9,040 +9,040 New
GAM
79
GEM Asset Management
Michigan
$402K 8,520 +8,520 New
TPW
80
Transatlantique Private Wealth
New York
$368K 7,808 +1,302 +20%
ARC
81
Advisor Resource Council
Texas
$365K 7,736 -16,451 -68%
AT
82
American Trust
Kentucky
$323K 6,855 -2,393 -26%
AFAS
83
Acorn Financial Advisory Services
Virginia
$308K 6,533 +6,533 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$296K 6,279 +6,279 New
NB
85
NBT Bank
New York
$288K 6,105 -210 -3%
FFA
86
Fortune Financial Advisors
Kansas
$287K 6,076 +6,076 New
SI
87
Stephens Inc
Arkansas
$248K 5,261
Truist Financial
88
Truist Financial
North Carolina
$248K 5,246
AWA
89
Acorn Wealth Advisors
Michigan
$244K 5,171
HSBC Holdings
90
HSBC Holdings
United Kingdom
$242K 5,137
FCA
91
FinTrust Capital Advisors
South Carolina
$145K 3,139
PTC
92
Private Trust Company
Ohio
$109K 2,315 -24 -1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$72.8K 1,544 +1,544 New
US Bancorp
94
US Bancorp
Minnesota
$66.9K 1,419 +119 +9%
IFAM
95
Institutional & Family Asset Management
Colorado
$49K 1,039
VWM
96
Venturi Wealth Management
Texas
$35.2K 747 +660 +759%
BWM
97
BerganKDV Wealth Management
Minnesota
$32.3K 685
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$30.6K 648
DZ Bank
99
DZ Bank
Germany
$26.1K 549 +347 +172%
BlackRock
100
BlackRock
New York
$23.6K 501 +5 +1%