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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

5.46% less ownership

Funds ownership: 48.83%43.37% (-5.5%)

11% less funds holding

Funds holding: 123110 (-13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less capital invested

Capital invested by funds: $664M → $518M (-$146M)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
11
Increased
35
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
101
Mine & Arao Wealth Creation & Management
California
$13K
GWM
102
Geneos Wealth Management
Colorado
$12K
HI
103
Harbour Investments
Wisconsin
$12K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
RCM
105
Regency Capital Management
Hawaii
$9K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$3K -$2.63K -47 -46%
BA
107
Bellwether Advisors
Nebraska
$3K
AssetMark Inc
108
AssetMark Inc
California
$1K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1K
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
-$10.2M -183,693 Closed
BRC
111
BHF RG Capital
Arizona
-$2.19M -39,657 Closed
PAG
112
Private Advisor Group
New Jersey
-$1.73M -31,294 Closed
HL
113
HeadInvest LLC
Maine
-$1.22M -21,997 Closed
WCM
114
Wealthcare Capital Management
Virginia
-$857K -15,469 Closed
Wolverine Trading
115
Wolverine Trading
Illinois
-$826K -14,929 Closed
TC
116
Trilogy Capital
California
-$539K -9,732 Closed
DAS
117
Dynamic Advisor Solutions
Arizona
-$394K -7,110 Closed
FTUS
118
Flow Traders U.S.
New York
-$349K -6,233 Closed
HSBC Holdings
119
HSBC Holdings
United Kingdom
-$233K -4,196 Closed
SPC
120
Sigma Planning Corp
Michigan
-$219K -3,945 Closed
MHS
121
M Holdings Securities
Oregon
-$206K -3,713 Closed
PA
122
Parallel Advisors
California
-$91K -1,641 Closed
SPIA
123
Steward Partners Investment Advisory
New York
-$72.1K -1,300 Closed
Bessemer Group
124
Bessemer Group
New Jersey
-$38K -680 Closed
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
-$29K -530 Closed