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iShares AAA-A Rated Corporate Bond ETF

114 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.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

106% more capital invested

Capital invested by funds: $346M → $711M (+$365M)

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more funds holding

Funds holding: 84114 (+30)

0.91% less ownership

Funds ownership: 55.25%54.34% (-0.91%)

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
2.34%
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 Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$43K +$41.9K +741 New
BWM
102
BerganKDV Wealth Management
Minnesota
$40K
LFG
103
LifePlan Financial Group
Ohio
$32K +$31.2K +551 New
BSG
104
Black Swift Group
Colorado
$29K -$28.3K -500 -50%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6K
FHA
106
Flagship Harbor Advisors
Massachusetts
$17K -$278K -4,920 -94%
MAWCM
107
Mine & Arao Wealth Creation & Management
California
$13K
GWM
108
Geneos Wealth Management
Colorado
$12K +$4.07K +72 +51%
OPS
109
Orion Portfolio Solutions
Nebraska
$7K
GWMIA
110
Global Wealth Management Investment Advisory
Florida
$5K
AssetMark Inc
111
AssetMark Inc
California
$4K -$39.4M -696,586 -100%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2K -$9.34K -165 -86%
BlackRock
113
BlackRock
New York
$2K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
-$573K -10,387 Closed
BAC
116
Boys Arnold & Co
North Carolina
-$384K -6,960 Closed
FFN
117
Focus Financial Network
Minnesota
-$259K -4,695 Closed
NFG
118
Next Financial Group
Texas
-$107K -1,945 Closed
PCM
119
Penserra Capital Management
California
-$47K -855 Closed
BWA
120
BDO Wealth Advisors
Florida
-$25K -450 Closed
GI
121
Gradient Investments
Minnesota
-$3K -56 Closed
ASN
122
Advisory Services Network
Georgia
-$2K -45 Closed
APC
123
Aspire Private Capital
North Carolina
-$2K -31 Closed