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iShares AAA-A Rated Corporate Bond ETF

124 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, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
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
46
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCA
101
FinTrust Capital Advisors
South Carolina
$72K 1,305
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$70K 1,257 -880 -41%
Deutsche Bank
103
Deutsche Bank
Germany
$64K 1,150 +1,150 New
IFAM
104
Institutional & Family Asset Management
Colorado
$58K 1,039 -3,496 -77%
GTAM
105
Global Trust Asset Management
Florida
$38K 680 -3,433 -83%
BWM
106
BerganKDV Wealth Management
Minnesota
$38K 685
Bessemer Group
107
Bessemer Group
New Jersey
$38K 680
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$29K 530
CIAS
109
Capital Investment Advisory Services
North Carolina
$19K 347 -7,431 -96%
MWM
110
Mascoma Wealth Management
New Hampshire
$17K 300 -82,209 -100%
JPLA
111
Joseph P. Lucia & Associates
New York
$14K 245 +245 New
CAAS
112
Capital Asset Advisory Services
Michigan
$13K 240 +240 New
MAWCM
113
Mine & Arao Wealth Creation & Management
California
$12K 221
HI
114
Harbour Investments
Wisconsin
$12K 212 +212 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K 200 -190 -49%
GWM
116
Geneos Wealth Management
Colorado
$11K 214
BAMG
117
Brand Asset Management Group
Missouri
$11K 196 +196 New
RCM
118
Regency Capital Management
Hawaii
$8K 152 +152 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$5K 102 -291 -74%
BA
120
Bellwether Advisors
Nebraska
$3K 58
MIH
121
Meitav Investment House
Israel
$2.31K 41,693 +14,861 +55%
SFS
122
Sowell Financial Services
Arkansas
$2K 41
AssetMark Inc
123
AssetMark Inc
California
$1K 24
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$1K 19
SIA
125
SeaBridge Investment Advisors
New Jersey
-76,555 Closed