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iShares AAA-A Rated Corporate Bond ETF

127 hedge funds and large institutions have $531M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
38
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFS
101
Kelly Financial Services
Massachusetts
$107K 2,225 +2,225 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$102K 2,114 +1,466 +226%
PTC
103
Private Trust Company
Ohio
$97.8K 2,031 -357 -15%
ASN
104
Advisory Services Network
Georgia
$91.8K 1,907 +1,907 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$59.8K 1,242
IFAM
106
Institutional & Family Asset Management
Colorado
$50K 1,039
TVAMP
107
Tennessee Valley Asset Management Partners
Tennessee
$49K 1,018 +1,018 New
US Bancorp
108
US Bancorp
Minnesota
$36.6K 760 -778 -51%
YDMI
109
Y.D. More Investments
Israel
$29.8K 627 +627 New
DZ Bank
110
DZ Bank
Germany
$26.3K 549
BlackRock
111
BlackRock
New York
$22.5K 468 -33 -7%
SS
112
Sunbelt Securities
Texas
$22.4K 465
MWM
113
Mascoma Wealth Management
New Hampshire
$21.7K 450
CA
114
Clearstead Advisors
Ohio
$18.8K 391 +391 New
William Blair & Company
115
William Blair & Company
Illinois
$14.6K 304
VF
116
VitalStone Financial
Texas
$13K 262 -95 -27%
SAM
117
Smartleaf Asset Management
Massachusetts
$11.4K 237 +237 New
MAWCM
118
Mine & Arao Wealth Creation & Management
California
$10.6K 221
HI
119
Harbour Investments
Wisconsin
$9.15K 190
GWM
120
Geneos Wealth Management
Colorado
$6.11K 127
GTAM
121
Global Trust Asset Management
Florida
$5.03K 104 -100 -49%
VWM
122
Venturi Wealth Management
Texas
$4.19K 87
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
$3K 74 -888 -92%
TRCT
124
Tower Research Capital (TRC)
New York
$2.55K 53
WIM
125
Westside Investment Management
California
$2.31K 48