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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
T
151
Transce3nd
Texas
$11.2K +$11.5K +240 New
Franklin Resources
152
Franklin Resources
California
$5.99K
GWM
153
Geneos Wealth Management
Colorado
$5.94K
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$5.05K -$1.1K -23 -18%
GTAM
155
Global Trust Asset Management
Florida
$4.89K
VWM
156
Venturi Wealth Management
Texas
$4.07K
PSFG
157
Park Square Financial Group
Georgia
$4.07K +$4.16K +87 New
William Blair & Company
158
William Blair & Company
Illinois
$3.13K -$7.26K -152 -69%
Q1WB
159
Quest 10 Wealth Builders
Virginia
$3.12K +$3.2K +67 New
BA
160
Bellwether Advisors
Nebraska
$2.71K +$2.77K +58 New
WIM
161
Westside Investment Management
California
$2.25K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K
IAIM
163
International Assets Investment Management
Florida
-$1.96K -96,334 Closed
PAG
164
Private Advisor Group
New Jersey
-$1.15M -23,345 Closed
OMC
165
Old Mission Capital
Illinois
-$1.11M -22,640 Closed
SW
166
Simplicity Wealth
New Jersey
-$614K -12,488 Closed
ARC
167
Advisor Resource Council
Texas
-$426K -8,672 Closed
Prudential Financial
168
Prudential Financial
New Jersey
-$389K -7,910 Closed
GAM
169
GEM Asset Management
Michigan
-$347K -7,175 Closed
SI
170
Stephens Inc
Arkansas
-$259K -5,261 Closed
SC
171
Swan Capital
Florida
-$49.6K -1,009 Closed
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$15.3K -320 Closed
FFA
173
Farther Finance Advisors
California
-$10.3K -210 Closed
JIP
174
Jaffetilchin Investment Partners
Florida
-$5.73K -117 Closed
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
-$3K -76 Closed