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iShares AAA-A Rated Corporate Bond ETF

110 hedge funds and large institutions have $351M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 110110 (0)

8.48% less ownership

Funds ownership: 49.62%41.14% (-8.5%)

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

45% less capital invested

Capital invested by funds: $643M → $351M (-$292M)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
26
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
101
Fairfield, Bush & Co
Connecticut
$5K +$4.91K +100 New
FMP
102
Financial Management Professionals
Texas
$4K
BA
103
Bellwether Advisors
Nebraska
$2K
CCM
104
Chilton Capital Management
Texas
$2K +$2.26K +46 New
VVP
105
Venture Visionary Partners
Ohio
$1.35K +$1.38K +28 New
AssetMark Inc
106
AssetMark Inc
California
$1K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$1K
MIM
108
MTM Investment Management
South Carolina
$1K +$1.47K +30 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$51
MIH
110
Meitav Investment House
Israel
-$1.84M -35,944 Closed
EIA
111
Eastover Investment Advisors
North Carolina
-$600K -11,580 Closed
LA
112
Latitude Advisors
Florida
-$598K -11,541 Closed
OC
113
Oppenheimer & Co
New York
-$590K -11,392 Closed
SGCA
114
Steel Grove Capital Advisors
Tennessee
-$455K -8,781 Closed
CNB
115
Camden National Bank
Maine
-$391K -7,535 Closed
JIP
116
Jaffetilchin Investment Partners
Florida
-$348K -7,119 Closed
DWT
117
Dorsey & Whitney Trust
South Dakota
-$259K -5,000 Closed
CCA
118
Catalyst Capital Advisors
New York
-$228K -4,400 Closed
TCM
119
Teza Capital Management
Illinois
-$228K -4,400 Closed
DCM
120
Donaldson Capital Management
Indiana
-$218K -4,209 Closed
CA
121
Clearstead Advisors
Ohio
-$120K -2,322 Closed
T
122
TCWP
Ohio
-$111K -2,151 Closed
HR
123
Howe & Rusling
New York
-$13K -255 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
-$8.65K -176 -99%
BlackRock
125
BlackRock
New York
-$2K -46 Closed