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iShares AAA-A Rated Corporate Bond ETF

123 hedge funds and large institutions have $664M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 122123 (+1)

0.18% more ownership

Funds ownership: 48.65%48.83% (+0.18%)

3% less capital invested

Capital invested by funds: $681M → $664M (-$17M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
45
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$49.8K -880 -41%
Deutsche Bank
102
Deutsche Bank
Germany
$64K +$65.1K +1,150 New
IFAM
103
Institutional & Family Asset Management
Colorado
$58K -$198K -3,496 -77%
GTAM
104
Global Trust Asset Management
Florida
$38K -$194K -3,433 -83%
BWM
105
BerganKDV Wealth Management
Minnesota
$38K
Bessemer Group
106
Bessemer Group
New Jersey
$38K
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$29K
CIAS
108
Capital Investment Advisory Services
North Carolina
$19K -$421K -7,431 -96%
MWM
109
Mascoma Wealth Management
New Hampshire
$17K -$4.66M -82,209 -100%
JPLA
110
Joseph P. Lucia & Associates
New York
$14K +$13.9K +245 New
CAAS
111
Capital Asset Advisory Services
Michigan
$13K +$13.6K +240 New
MAWCM
112
Mine & Arao Wealth Creation & Management
California
$12K
HI
113
Harbour Investments
Wisconsin
$12K +$12K +212 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K -$10.8K -190 -49%
GWM
115
Geneos Wealth Management
Colorado
$11K
BAMG
116
Brand Asset Management Group
Missouri
$11K +$11.1K +196 New
RCM
117
Regency Capital Management
Hawaii
$8K +$8.61K +152 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$5K -$16.5K -291 -74%
BA
119
Bellwether Advisors
Nebraska
$3K
MIH
120
Meitav Investment House
Israel
$2.31K +$842K +14,861 +55%
SFS
121
Sowell Financial Services
Arkansas
$2K
AssetMark Inc
122
AssetMark Inc
California
$1K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$1K
SIA
124
SeaBridge Investment Advisors
New Jersey
-$4.48M -76,555 Closed
CAG
125
Csenge Advisory Group
Florida
-$4.13M -70,633 Closed