We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

117 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1.4% more ownership

Funds ownership: 46.37%47.77% (+1.4%)

1% more funds holding

Funds holding: 116117 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $444M → $440M (-$3.19M)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
76
Quadrant Private Wealth Management
Pennsylvania
$441K -$42.5K -919 -9%
KSWA
77
Kathleen S. Wright Associates
Pennsylvania
$419K -$45.4K -981 -10%
MML Investors Services
78
MML Investors Services
Massachusetts
$405K -$52K -1,124 -11%
GAM
79
GEM Asset Management
Michigan
$384K
OMC
80
Old Mission Capital
Illinois
$374K -$402K -8,694 -51%
ARC
81
Advisor Resource Council
Texas
$364K +$16K +346 +4%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$340K +$349K +7,543 New
CIA
83
Compass Ion Advisors
Pennsylvania
$332K -$29.6M -640,355 -99%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$316K +$324K +7,001 New
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$275K +$283K +6,108 New
FFA
86
Fortune Financial Advisors
Kansas
$274K +$417 +9 +0.1%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$243K +$11.8K +255 +5%
Truist Financial
88
Truist Financial
North Carolina
$240K +$3.75K +81 +2%
SI
89
Stephens Inc
Arkansas
$237K
AWA
90
Acorn Wealth Advisors
Michigan
$233K -$555 -12 -0.2%
NB
91
NBT Bank
New York
$213K -$64.3K -1,390 -23%
FCA
92
FinTrust Capital Advisors
South Carolina
$127K -$14.6K -315 -10%
PTC
93
Private Trust Company
Ohio
$108K +$3.38K +73 +3%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$69.6K
US Bancorp
95
US Bancorp
Minnesota
$69.3K +$5.51K +119 +8%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$56K -$668K -14,432 -92%
IFAM
97
Institutional & Family Asset Management
Colorado
$46.8K
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$43.4K +$44.5K +962 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$29.2K
HL
100
HeadInvest LLC
Maine
$23.5K +$24.4K +527 New