QLTA icon

iShares AAA-A Rated Corporate Bond ETF

103 hedge funds and large institutions have $282M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
22
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
101
Heritage Wealth Advisors
Virginia
$1.85K 40 +40 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1K 19
Fidelity Investments
103
Fidelity Investments
Massachusetts
$46 1 -236 -100%
Charles Schwab
104
Charles Schwab
California
-1,087,973 Closed
Citadel Advisors
105
Citadel Advisors
Florida
-222,475 Closed
SWP
106
Stratos Wealth Partners
Ohio
-133,307 Closed
NAM
107
NorthCrest Asset Manangement
Minnesota
-89,702 Closed
OMC
108
Old Mission Capital
Illinois
-27,175 Closed
MWM
109
Marion Wealth Management
Pennsylvania
-15,892 Closed
LRWA
110
Long Run Wealth Advisors
New York
-8,024 Closed
KCM
111
Karp Capital Management
California
-6,660 Closed
TPW
112
Transatlantique Private Wealth
New York
-5,913 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
-5,670 Closed
SW
114
SVB Wealth
Massachusetts
-5,000 Closed
LIM
115
Leavell Investment Management
Alabama
-4,956 Closed
CA
116
Crewe Advisors
Utah
-2,379 Closed
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
-931 Closed
AWM
118
Atticus Wealth Management
Florida
-385 Closed
LC
119
Lindbrook Capital
California
-169 Closed
AWM
120
Avior Wealth Management
Nebraska
-20 Closed
AssetMark Inc
121
AssetMark Inc
California
-14 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
MIM
123
MTM Investment Management
South Carolina