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iShares AAA-A Rated Corporate Bond ETF

115 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+30
Holders Change %
+35.29%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$48K 823
AWM
102
Apollon Wealth Management
South Carolina
$43K 741 +741 New
BWM
103
BerganKDV Wealth Management
Minnesota
$40K 685
LFG
104
LifePlan Financial Group
Ohio
$32K 551 +551 New
BSG
105
Black Swift Group
Colorado
$29K 500 -500 -50%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6K 390
FHA
107
Flagship Harbor Advisors
Massachusetts
$17K 300 -4,920 -94%
MAWCM
108
Mine & Arao Wealth Creation & Management
California
$13K 221
GWM
109
Geneos Wealth Management
Colorado
$12K 214 +72 +51%
OPS
110
Orion Portfolio Solutions
Nebraska
$7K 122
GWMIA
111
Global Wealth Management Investment Advisory
Florida
$5K 84
AssetMark Inc
112
AssetMark Inc
California
$4K 63 -696,586 -100%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$2K 27 -165 -86%
BlackRock
114
BlackRock
New York
$2K 43
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1K 19
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
-10,387 Closed
BAC
117
Boys Arnold & Co
North Carolina
-6,960 Closed
FFN
118
Focus Financial Network
Minnesota
-4,695 Closed
NFG
119
Next Financial Group
Texas
-1,945 Closed
PCM
120
Penserra Capital Management
California
-855 Closed
BWA
121
BDO Wealth Advisors
Florida
-450 Closed
GI
122
Gradient Investments
Minnesota
-56 Closed
ASN
123
Advisory Services Network
Georgia
-45 Closed
APC
124
Aspire Private Capital
North Carolina
-31 Closed
QAM
125
QCI Asset Management
New York