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iShares AAA-A Rated Corporate Bond ETF

132 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPCA
101
Running Point Capital Advisors
California
$219K 4,663 -426 -8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$160K 3,417 +512 +18%
FCA
103
FinTrust Capital Advisors
South Carolina
$152K 3,254 +430 +15%
LWA
104
Lowe Wealth Advisors
Maryland
$102K 2,185 -230 -10%
IAIM
105
International Assets Investment Management
Florida
$91.8K 1,960 +1,960 New
PTC
106
Private Trust Company
Ohio
$90.4K 1,930 -11 -0.6%
OP
107
ORG Partners
Indiana
$80.5K 1,731 +1,731 New
Jones Financial Companies
108
Jones Financial Companies
Missouri
$72.4K 1,544 +1,042 +208%
BlackRock
109
BlackRock
New York
$51.9K 1,107 +819 +284%
ACA
110
Aptus Capital Advisors
Alabama
$50.6K 1,080 -9 -0.8%
IFAM
111
Institutional & Family Asset Management
Colorado
$48.7K 1,039
Fidelity Investments
112
Fidelity Investments
Massachusetts
$43.4K 927 -1,015 -52%
William Blair & Company
113
William Blair & Company
Illinois
$34.5K 736 +432 +142%
DZ Bank
114
DZ Bank
Germany
$33.6K 718
US Bancorp
115
US Bancorp
Minnesota
$30.5K 650 -664 -51%
YDMI
116
Y.D. More Investments
Israel
$29.1K 627
SS
117
Sunbelt Securities
Texas
$21.8K 465
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.7K 463
MWM
119
Mascoma Wealth Management
New Hampshire
$14.1K 300 -150 -33%
LWM
120
Liberty Wealth Management
California
$12K 12,418 +12,418 New
VF
121
VitalStone Financial
Texas
$10.9K 232 -23 -9%
FFA
122
Farther Finance Advisors
California
$9.68K 208 -3,374 -94%
HI
123
Harbour Investments
Wisconsin
$8.9K 190
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$6.14K 131 -1,111 -89%
GWM
125
Geneos Wealth Management
Colorado
$5.95K 127