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iShares AAA-A Rated Corporate Bond ETF

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

34% more capital invested

Capital invested by funds: $886M → $1.19B (+$303M)

10.73% more ownership

Funds ownership: 62.69%73.43% (+11%)

7% more funds holding

Funds holding: 152162 (+10)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
101
Running Point Capital Advisors
California
$494K +$237K +4,970 +89%
OIA
102
OneDigital Investment Advisors
Kansas
$488K -$7.12K -149 -1%
SMI
103
Shelter Mutual Insurance
Missouri
$468K
MBT
104
Montecito Bank & Trust
California
$465K -$19.8K -415 -4%
ANTB
105
AMG National Trust Bank
Colorado
$461K -$23.9K -500 -5%
MWM
106
Maripau Wealth Management
Indiana
$457K +$466K +9,761 New
Jones Financial Companies
107
Jones Financial Companies
Missouri
$389K +$210K +4,392 +112%
SWM
108
SigFig Wealth Management
California
$382K +$150K +3,132 +62%
PFPT
109
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K
CWM
110
Consultiva Wealth Management
Puerto Rico
$374K
KeyBank National Association
111
KeyBank National Association
Ohio
$362K +$370K +7,742 New
MCWA
112
Meadow Creek Wealth Advisors
Georgia
$359K
CFGS
113
Concourse Financial Group Securities
Alabama
$358K +$181K +3,793 +98%
WIA
114
World Investment Advisors
California
$335K +$105K +2,189 +44%
CPWA
115
Cerro Pacific Wealth Advisors
California
$329K
KFGK
116
Keystone Financial Group (Kentucky)
Kentucky
$328K +$98.1K +2,055 +41%
SIM
117
Synergy Investment Management
Florida
$317K +$324K +6,782 New
FA
118
Fortis Advisors
Pennsylvania
$294K +$300K +6,290 New
KSWA
119
Kathleen S. Wright Associates
Pennsylvania
$285K -$1.58K -33 -0.5%
CA
120
Claro Advisors
Massachusetts
$270K -$12.1K -253 -4%
FFA
121
Fortune Financial Advisors
Kansas
$260K -$5.21K -109 -2%
KAS
122
Kestra Advisory Services
Texas
$255K +$42.1K +882 +19%
AWA
123
Acorn Wealth Advisors
Michigan
$238K
WWG
124
West Wealth Group
California
$231K +$430 +9 +0.2%
DA
125
Detalus Advisors
Missouri
$221K +$226K +4,731 New