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iShares AAA-A Rated Corporate Bond ETF

107 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $351M → $518M (+$167M)

14.42% more ownership

Funds ownership: 41.14%55.56% (+14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3% less funds holding

Funds holding: 110107 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
101
Financial Management Professionals
Texas
$4K
RIA
102
Realta Investment Advisors
Delaware
$4K +$3.81K +79 New
BA
103
Bellwether Advisors
Nebraska
$2K
AssetMark Inc
104
AssetMark Inc
California
$1K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1K
HWMA
106
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.4K +29 New
GAG
107
GM Advisory Group
New York
-$19.1M -395,803 Closed
APA
108
Astoria Portfolio Advisors
New York
-$1.31M -27,125 Closed
DIA
109
Dana Investment Advisors
Wisconsin
-$269K -5,565 Closed
Truist Financial
110
Truist Financial
North Carolina
-$204K -4,231 Closed
MBT
111
Montecito Bank & Trust
California
-$201K -4,174 Closed
CTC
112
Central Trust Company
Missouri
-$97K -2,010 Closed
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
-$90K -1,867 Closed
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
-$76K -1,570 Closed
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
-$51 -1,044 Closed
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
-$21K -446 Closed
SFG
117
Steward Financial Group
Texas
-$8K -182 Closed
FBC
118
Fairfield, Bush & Co
Connecticut
-$5K -100 Closed
CCM
119
Chilton Capital Management
Texas
-$2K -46 Closed
MIM
120
MTM Investment Management
South Carolina
-$1K -30 Closed
VVP
121
Venture Visionary Partners
Ohio
-$1.35K -28 Closed
AWM
122
Avior Wealth Management
Nebraska
+$965 +20 New