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iShares AAA-A Rated Corporate Bond ETF

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $886M → $1.19B (+$303M)

10.73% more ownership

Funds ownership: 62.69%73.43% (+11%)

7% more funds holding

Funds holding: 152162 (+10)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.14M +$1.17M +24,458 New
PP
77
Prudential plc
United Kingdom
$1.1M -$714K -14,950 -39%
Stifel Financial
78
Stifel Financial
Missouri
$1.01M -$16.5K -345 -2%
BIA
79
Bigelow Investment Advisors
Maine
$1.01M +$1.34K +28 +0.1%
I
80
INVST
Indiana
$987K +$173K +3,614 +21%
DWS
81
Dynamic Wealth Strategies
California
$971K +$27.1K +568 +3%
IWA
82
Icon Wealth Advisors
Texas
$964K +$158K +3,300 +19%
HFA
83
High Falls Advisors
New York
$892K +$87.4K +1,829 +11%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$869K +$655K +13,708 +282%
MIH
85
Meitav Investment House
Israel
$848K -$22.5K -472 -3%
SB
86
Sunflower Bank
Texas
$744K
TWP
87
Triad Wealth Partners
Kansas
$742K +$757K +15,848 New
SAW
88
Signal Advisors Wealth
Michigan
$673K +$292K +6,112 +74%
SCA
89
Snowden Capital Advisors
New York
$648K
SXL
90
Summit X LLC
Missouri
$638K -$52.8K -1,105 -7%
CI
91
Cambiar Investors
Colorado
$635K +$3.34K +70 +0.5%
BFA
92
Beaumont Financial Advisors
Massachusetts
$602K
BFG
93
Beacon Financial Group
Texas
$572K +$584K +12,230 New
BCI
94
Brinker Capital Investments
Pennsylvania
$565K +$89.3K +1,869 +18%
OPS
95
Orion Portfolio Solutions
Nebraska
$565K +$89.3K +1,869 +18%
DAS
96
Dynamic Advisor Solutions
Arizona
$563K -$764K -16,001 -57%
AFP
97
Ausdal Financial Partners
Iowa
$561K +$112K +2,349 +24%
BF
98
BOK Financial
Oklahoma
$551K
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$515K +$110K +2,299 +26%
NA
100
NewEdge Advisors
Louisiana
$503K +$154K +3,226 +43%