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iShares AAA-A Rated Corporate Bond ETF

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$370K 7,525 +7,525 New
GAM
102
GEM Asset Management
Michigan
$347K 7,175 -2,645 -27%
CPWA
103
Cerro Pacific Wealth Advisors
California
$314K 6,696
KSWA
104
Kathleen S. Wright Associates
Pennsylvania
$301K 6,133
CA
105
Claro Advisors
Massachusetts
$296K 6,029 +1,040 +21%
FFA
106
Fortune Financial Advisors
Kansas
$278K 5,655 +5 +0.1%
RPCA
107
Running Point Capital Advisors
California
$274K 5,584 +921 +20%
SI
108
Stephens Inc
Arkansas
$259K 5,261
AWA
109
Acorn Wealth Advisors
Michigan
$250K 5,095 +50 +1%
SWM
110
SigFig Wealth Management
California
$247K 5,014 +5,014 New
WIA
111
World Investment Advisors
California
$244K 4,961 +4,961 New
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$243K 4,952 +4,952 New
WWG
113
West Wealth Group
California
$242K 4,926 -273 -5%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$239K 4,862 +1,445 +42%
KAS
115
Kestra Advisory Services
Texas
$224K 4,560 +4,560 New
PWM
116
Perigon Wealth Management
California
$223K 4,537 +4,537 New
Jones Financial Companies
117
Jones Financial Companies
Missouri
$193K 3,915 +2,371 +154%
CFGS
118
Concourse Financial Group Securities
Alabama
$189K 3,855 +3,855 New
LFA
119
LGT Financial Advisors
Texas
$175K 3,557 +3,557 New
CT
120
Colonial Trust
South Carolina
$154K 3,127 +3,127 New
FCA
121
FinTrust Capital Advisors
South Carolina
$143K 2,917 -337 -10%
PTC
122
Private Trust Company
Ohio
$121K 2,459 +529 +27%
FHA
123
First Horizon Advisors
Tennessee
$91.7K 1,865 +1,865 New
LWA
124
Lowe Wealth Advisors
Maryland
$87.7K 1,785 -400 -18%
GRP
125
Global Retirement Partners
California
$85K 1,729 +1,729 New