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iShares AAA-A Rated Corporate Bond ETF

106 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$7.27K 152
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$6.27K 131 -33 -20%
VWM
103
Venturi Wealth Management
Texas
$4.16K 87 +87 New
FMP
104
Financial Management Professionals
Texas
$4K 82
BA
105
Bellwether Advisors
Nebraska
$2.77K 58
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1K 19
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$429 8,985 +1,279 +17%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
-52,780 Closed
KWA
109
KCS Wealth Advisory
California
-13,351 Closed
TTWM
110
TCV Trust & Wealth Management
Virginia
-11,052 Closed
PFA
111
Petra Financial Advisors
Colorado
-9,204 Closed
ACA
112
Aptus Capital Advisors
Alabama
-7,519 Closed
RJFSA
113
Raymond James Financial Services Advisors
Florida
-5,298 Closed
WAP
114
Wealthcare Advisory Partners
Pennsylvania
-4,572 Closed
TWC
115
TD Waterhouse Canada
Ontario, Canada
-3,000 Closed
CIAS
116
Capital Investment Advisory Services
North Carolina
-257 Closed
VF
117
VitalStone Financial
Texas
-168 Closed
GRP
118
Global Retirement Partners
California
-163 Closed
USCWA
119
U.S. Capital Wealth Advisors
Texas
-84 Closed
RIA
120
Realta Investment Advisors
Delaware
-79 Closed
HWA
121
Heritage Wealth Advisors
Virginia
-40 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
-1 Closed
MIM
123
MTM Investment Management
South Carolina
CFGS
124
Concourse Financial Group Securities
Alabama