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iShares AAA-A Rated Corporate Bond ETF

127 hedge funds and large institutions have $531M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
38
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ANTB
76
AMG National Trust Bank
Colorado
$510K 10,600 -200 -2%
SMI
77
Shelter Mutual Insurance
Missouri
$482K 10,000
Squarepoint
78
Squarepoint
New York
$445K 9,240 +9,240 New
MML Investors Services
79
MML Investors Services
Massachusetts
$423K 8,782 -205 -2%
GAM
80
GEM Asset Management
Michigan
$381K 7,920 -600 -7%
MCWA
81
Meadow Creek Wealth Advisors
Georgia
$374K 7,778 +7,778 New
PFP
82
Pinnacle Financial Partners
Tennessee
$366K 7,610 +1,502 +25%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$362K 7,530 -13 -0.2%
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$354K 7,354 -1,951 -21%
TPW
85
Transatlantique Private Wealth
New York
$306K 6,358 +6,358 New
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$304K 6,322 -679 -10%
FFA
87
Fortune Financial Advisors
Kansas
$287K 5,967 -118 -2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$276K 5,740 +348 +6%
Truist Financial
89
Truist Financial
North Carolina
$258K 5,364 +37 +0.7%
SI
90
Stephens Inc
Arkansas
$253K 5,261
AWA
91
Acorn Wealth Advisors
Michigan
$248K 5,159
RPCA
92
Running Point Capital Advisors
California
$245K 5,089 -6,032 -54%
CCM
93
Crabel Capital Management
California
$239K 4,956 +4,956 New
PFWA
94
Paces Ferry Wealth Advisors
Georgia
$223K 4,639 +4,639 New
OP
95
ORG Partners
Indiana
$204K 4,238 +4,238 New
KAS
96
Kestra Advisory Services
Texas
$202K 4,191 -34,665 -89%
FFA
97
Farther Finance Advisors
California
$178K 3,690 +3,674 +22,963%
FCA
98
FinTrust Capital Advisors
South Carolina
$136K 2,824
LWA
99
Lowe Wealth Advisors
Maryland
$114K 2,365 -14,213 -86%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$111K 2,301 +757 +49%