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iShares AAA-A Rated Corporate Bond ETF

117 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, 49 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
1.85%
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
49
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SS
101
Sunbelt Securities
Texas
$21.9K 465
MWM
102
Mascoma Wealth Management
New Hampshire
$20.9K 450
HR
103
Howe & Rusling
New York
$18.2K 386
WP
104
WealthPLAN Partners
Nebraska
$18K 381 -312 -45%
William Blair & Company
105
William Blair & Company
Illinois
$14.3K 304
MAWCM
106
Mine & Arao Wealth Creation & Management
California
$10.4K 221
GTAM
107
Global Trust Asset Management
Florida
$9.65K 204
HI
108
Harbour Investments
Wisconsin
$8.96K 190
VF
109
VitalStone Financial
Texas
$8K 168 +168 New
GWM
110
Geneos Wealth Management
Colorado
$5.99K 127 -25 -16%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$3.96K 84 -83 -50%
TRCT
112
Tower Research Capital (TRC)
New York
$2.5K 53 +53 New
WIM
113
Westside Investment Management
California
$2.27K 48 +48 New
RIA
114
Realta Investment Advisors
Delaware
$2.08K 44 +44 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1K 19
FFA
116
Farther Finance Advisors
California
$755 16 +16 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$48 1 +1 New
AAS
118
Ameritas Advisory Services
Nebraska
-167,158 Closed
Citadel Advisors
119
Citadel Advisors
Florida
-25,337 Closed
CWM
120
Curi Wealth Management
North Carolina
-10,726 Closed
OCM
121
One Capital Management
California
-5,835 Closed
IFPG
122
Intrepid Financial Planning Group
Indiana
-4,570 Closed
ASN
123
Advisory Services Network
Georgia
-2,513 Closed
FMP
124
Financial Management Professionals
Texas
-82 Closed
BA
125
Bellwether Advisors
Nebraska
-58 Closed