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iShares AAA-A Rated Corporate Bond ETF

117 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1.4% more ownership

Funds ownership: 46.37%47.77% (+1.4%)

1% more funds holding

Funds holding: 116117 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $444M → $440M (-$3.19M)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$22.6K
SS
102
Sunbelt Securities
Texas
$21K
MWM
103
Mascoma Wealth Management
New Hampshire
$20.3K
VF
104
VitalStone Financial
Texas
$16K +$8.75K +189 +113%
William Blair & Company
105
William Blair & Company
Illinois
$13.7K
MAWCM
106
Mine & Arao Wealth Creation & Management
California
$9.96K
GTAM
107
Global Trust Asset Management
Florida
$9.22K
HI
108
Harbour Investments
Wisconsin
$8.56K
GWM
109
Geneos Wealth Management
Colorado
$5.72K
VWM
110
Venturi Wealth Management
Texas
$3.92K -$30.5K -660 -88%
TRCT
111
Tower Research Capital (TRC)
New York
$2.39K
WIM
112
Westside Investment Management
California
$2.16K
RIA
113
Realta Investment Advisors
Delaware
$2.08K
ACA
114
Aptus Capital Advisors
Alabama
$1.13K +$1.16K +25 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1K
MFT
116
Moisand Fitzgerald Tamayo
Florida
$992 +$1.02K +22 New
FFA
117
Farther Finance Advisors
California
$721
VAS
118
Valicenti Advisory Services
New York
-$3.92M -83,086 Closed
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
-$3.81M -80,662 Closed
GC
120
Guggenheim Capital
Illinois
-$1.06M -22,503 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$899K -19,051 Closed
TPW
122
Transatlantique Private Wealth
New York
-$368K -7,808 Closed
AT
123
American Trust
Kentucky
-$323K -6,855 Closed
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
-$296K -6,279 Closed
HR
125
Howe & Rusling
New York
-$18.2K -386 Closed