We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

33 hedge funds and large institutions have $36.5M invested in iShares AAA-A Rated Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

65% more capital invested

Capital invested by funds: $22.1M → $36.5M (+$14.3M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7.54% more ownership

Funds ownership: 30.18%37.72% (+7.5%)

6% more funds holding

Funds holding: 3133 (+2)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$12.6M +$12.4M +234,700 New
VWM
2
Venturi Wealth Management
Texas
$3.93M +$716K +13,561 +23%
UBS Group
3
UBS Group
Switzerland
$3.59M +$307K +5,815 +10%
RJA
4
Raymond James & Associates
Florida
$3.45M +$2.12M +40,057 +166%
Bank of America
5
Bank of America
North Carolina
$2.88M +$883K +16,729 +45%
Wells Fargo
6
Wells Fargo
California
$2.03M +$691K +13,083 +53%
JG
7
Jefferies Group
New York
$1.56M -$959K -18,159 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.18M +$503K +9,518 +76%
Morgan Stanley
9
Morgan Stanley
New York
$880K +$38.8K +735 +5%
LPL Financial
10
LPL Financial
California
$751K -$2.27M -42,974 -76%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$674K +$113K +2,146 +21%
Ameriprise
12
Ameriprise
Minnesota
$433K +$112K +2,119 +36%
SCA
13
Snowden Capital Advisors
New York
$407K
EDRH
14
Edmond de Rothschild Holding
Switzerland
$371K
WIP
15
Wellesley Investment Partners
Massachusetts
$367K -$11.6K -220 -3%
AG
16
Advisor Group
Arizona
$327K +$324K +6,127 New
BOTW
17
Bank of the West
California
$265K +$260K +4,932 New
Citigroup
18
Citigroup
New York
$140K -$10.6K -200 -7%
Axa
19
Axa
France
$117K -$25.3K -480 -18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$83K -$46.8K -886 -36%
WA
21
WealthTrust-Arizona
Arizona
$83K +$10.1K +191 +14%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$75K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$65K
GWM
24
Geneos Wealth Management
Colorado
$55K
MFS
25
MSI Financial Services
Massachusetts
$41K +$2.48K +47 +7%