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iShares AAA-A Rated Corporate Bond ETF

116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $348M → $444M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 105116 (+11)

4.74% more ownership

Funds ownership: 41.63%46.37% (+4.7%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
48
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$20.9K
HR
102
Howe & Rusling
New York
$18.2K
WP
103
WealthPLAN Partners
Nebraska
$18K -$14.8K -312 -45%
William Blair & Company
104
William Blair & Company
Illinois
$14.3K
MAWCM
105
Mine & Arao Wealth Creation & Management
California
$10.4K
GTAM
106
Global Trust Asset Management
Florida
$9.64K
HI
107
Harbour Investments
Wisconsin
$8.96K
VF
108
VitalStone Financial
Texas
$8K +$7.95K +168 New
GWM
109
Geneos Wealth Management
Colorado
$5.99K -$1.18K -25 -16%
JP Morgan Chase
110
JP Morgan Chase
New York
$3.96K -$3.93K -83 -50%
TRCT
111
Tower Research Capital (TRC)
New York
$2.5K +$2.51K +53 New
WIM
112
Westside Investment Management
California
$2.27K +$2.27K +48 New
RIA
113
Realta Investment Advisors
Delaware
$2.08K +$2.08K +44 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K
FFA
115
Farther Finance Advisors
California
$755 +$757 +16 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$48 +$47 +1 New
AAS
117
Ameritas Advisory Services
Nebraska
-$8M -167,158 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$1.21M -25,337 Closed
CWM
119
Curi Wealth Management
North Carolina
-$513K -10,726 Closed
OCM
120
One Capital Management
California
-$279K -5,835 Closed
IFPG
121
Intrepid Financial Planning Group
Indiana
-$219K -4,570 Closed
ASN
122
Advisory Services Network
Georgia
-$120K -2,513 Closed
FMP
123
Financial Management Professionals
Texas
-$4K -82 Closed
BA
124
Bellwether Advisors
Nebraska
-$2.77K -58 Closed