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iShares AAA-A Rated Corporate Bond ETF

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIH
76
Meitav Investment House
Israel
$913K 18,613 -350 -2%
I
77
INVST
Indiana
$859K 17,487 +17,487 New
IWA
78
Icon Wealth Advisors
Texas
$851K 17,306 -3,534 -17%
HFA
79
High Falls Advisors
New York
$847K 17,232 +17,232 New
SB
80
Sunflower Bank
Texas
$781K 15,900
SXL
81
Summit X LLC
Missouri
$691K 14,744 -1,073 -7%
SCA
82
Snowden Capital Advisors
New York
$681K 13,846
CI
83
Cambiar Investors
Colorado
$664K 13,502 -30,547 -69%
BFA
84
Beaumont Financial Advisors
Massachusetts
$632K 12,863
SW
85
Simplicity Wealth
New Jersey
$614K 12,488 +5,307 +74%
BF
86
BOK Financial
Oklahoma
$581K 11,895
OIA
87
OneDigital Investment Advisors
Kansas
$520K 10,574 -986 -9%
MBT
88
Montecito Bank & Trust
California
$509K 10,363
ANTB
89
AMG National Trust Bank
Colorado
$509K 10,350 -500 -5%
BCI
90
Brinker Capital Investments
Pennsylvania
$502K 10,205 +10,205 New
OPS
91
Orion Portfolio Solutions
Nebraska
$502K 10,205 +10,205 New
SMI
92
Shelter Mutual Insurance
Missouri
$477K 10,000
AFP
93
Ausdal Financial Partners
Iowa
$473K 9,632 +9,632 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$428K 8,717 +1,187 +16%
ARC
95
Advisor Resource Council
Texas
$426K 8,672 +8,672 New
SAW
96
Signal Advisors Wealth
Michigan
$407K 8,271 +8,271 New
PFP
97
Pinnacle Financial Partners
Tennessee
$401K 8,159
CWM
98
Consultiva Wealth Management
Puerto Rico
$393K 7,997 +7,997 New
Prudential Financial
99
Prudential Financial
New Jersey
$389K 7,910 +7,910 New
MCWA
100
Meadow Creek Wealth Advisors
Georgia
$377K 7,667 -50 -0.6%