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iShares AAA-A Rated Corporate Bond ETF

31 hedge funds and large institutions have $23M invested in iShares AAA-A Rated Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

18% less funds holding

Funds holding: 3831 (-7)

56.12% less ownership

Funds ownership: 87.51%31.39% (-56%)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

93% less capital invested

Capital invested by funds: $342M → $23M (-$319M)

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bluefin Capital Management
New York
$7.45M +$5.62M +110,056 +295%
JG
2
Jefferies Group
New York
$3.15M +$1.58M +31,036 +99%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.99M +$215K +4,221 +8%
LPL Financial
4
LPL Financial
California
$2.18M +$1.71M +33,551 +354%
Bank of America
5
Bank of America
North Carolina
$1.36M +$42.7K +837 +3%
SCM
6
Saba Capital Management
New York
$1.15M
Wells Fargo
7
Wells Fargo
California
$740K -$1.48M -28,962 -66%
Morgan Stanley
8
Morgan Stanley
New York
$539K +$33.1K +649 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$524K +$529K +10,365 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$473K -$78.9K -1,547 -14%
WIP
11
Wellesley Investment Partners
Massachusetts
$366K +$370K +7,256 New
EDRH
12
Edmond de Rothschild Holding
Switzerland
$349K
Jane Street
13
Jane Street
New York
$321K -$2.56M -50,156 -89%
PL
14
Plancorp LLC
Missouri
$293K
Ameriprise
15
Ameriprise
Minnesota
$273K +$1.68K +33 +0.6%
AIG
16
American International Group
New York
$234K +$14.5K +285 +7%
UBS Group
17
UBS Group
Switzerland
$202K -$97.4K -1,909 -32%
Axa
18
Axa
France
$131K +$15.3K +300 +13%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$62K -$8.57K -168 -12%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$60K
BIM
21
BlackRock Investment Management
Delaware
$47K +$20.2K +395 +74%
WA
22
WealthTrust-Arizona
Arizona
$39K -$205K -4,018 -84%
MFS
23
MSI Financial Services
Massachusetts
$36K +$36.8K +721 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$13K
GWM
25
Gupta Wealth Management
California
$10K -$3.78K -74 -28%