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iShares AAA-A Rated Corporate Bond ETF

115 hedge funds and large institutions have $468M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
29
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$38K 685
GTAM
102
Global Trust Asset Management
Florida
$21K 380 +2 +0.5%
MWM
103
Mascoma Wealth Management
New Hampshire
$17K 300
Fidelity Investments
104
Fidelity Investments
Massachusetts
$14K 248
CIAS
105
Capital Investment Advisory Services
North Carolina
$13K 233 -1,664 -88%
MAWCM
106
Mine & Arao Wealth Creation & Management
California
$12K 221
GWM
107
Geneos Wealth Management
Colorado
$11K 199
EAM
108
Eukles Asset Management
Ohio
$7K 129 +129 New
FMP
109
Financial Management Professionals
Texas
$5K 82 +82 New
HI
110
Harbour Investments
Wisconsin
$4K 70 -142 -67%
BA
111
Bellwether Advisors
Nebraska
$3K 58
CCM
112
Chilton Capital Management
Texas
$3K 46 +46 New
AssetMark Inc
113
AssetMark Inc
California
$1K 14
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K 19 +19 New
GM
115
GeoWealth Management
Illinois
-47,682 Closed
AWM
116
AE Wealth Management
Kansas
-44,442 Closed
Barclays
117
Barclays
United Kingdom
-40,583 Closed
EWM
118
Elite Wealth Management
Washington
-32,551 Closed
Verition Fund Management
119
Verition Fund Management
Connecticut
-17,425 Closed
LWM
120
Laidlaw Wealth Management
New York
-5,936 Closed
AA
121
Advisory Alpha
Michigan
-4,250 Closed
TSS
122
Two Sigma Securities
New York
-4,237 Closed
RCM
123
Robinson Capital Management
Michigan
-3,700 Closed
JPLA
124
Joseph P. Lucia & Associates
New York
-245 Closed
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
-200 Closed