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iShares AAA-A Rated Corporate Bond ETF

118 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.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.88%
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 Market Value Shares Shares
Change
Shares
Change %
HL
101
HeadInvest LLC
Maine
$23.5K 527 +527 New
BlackRock
102
BlackRock
New York
$22.6K 501
SS
103
Sunbelt Securities
Texas
$21K 465
MWM
104
Mascoma Wealth Management
New Hampshire
$20.3K 450
VF
105
VitalStone Financial
Texas
$16K 357 +189 +113%
William Blair & Company
106
William Blair & Company
Illinois
$13.7K 304
MAWCM
107
Mine & Arao Wealth Creation & Management
California
$9.96K 221
GTAM
108
Global Trust Asset Management
Florida
$9.22K 204
HI
109
Harbour Investments
Wisconsin
$8.57K 190
GWM
110
Geneos Wealth Management
Colorado
$5.73K 127
VWM
111
Venturi Wealth Management
Texas
$3.92K 87 -660 -88%
TRCT
112
Tower Research Capital (TRC)
New York
$2.39K 53
WIM
113
Westside Investment Management
California
$2.16K 48
RIA
114
Realta Investment Advisors
Delaware
$2.08K 44
ACA
115
Aptus Capital Advisors
Alabama
$1.13K 25 +25 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K 19
MFT
117
Moisand Fitzgerald Tamayo
Florida
$992 22 +22 New
FFA
118
Farther Finance Advisors
California
$721 16
VAS
119
Valicenti Advisory Services
New York
-83,086 Closed
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
-80,662 Closed
GC
121
Guggenheim Capital
Illinois
-22,503 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-19,051 Closed
TPW
123
Transatlantique Private Wealth
New York
-7,808 Closed
AT
124
American Trust
Kentucky
-6,855 Closed
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
-6,279 Closed