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iShares AAA-A Rated Corporate Bond ETF

34 hedge funds and large institutions have $25.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

7.14% less ownership

Funds ownership: 33.52%26.38% (-7.1%)

8% less funds holding

Funds holding: 3734 (-3)

26% less capital invested

Capital invested by funds: $34.7M → $25.6M (-$9.09M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.74M +$2.82M +54,141 +149%
VWM
2
Venturi Wealth Management
Texas
$4.02M -$395K -7,577 -9%
Jane Street
3
Jane Street
New York
$2.71M -$4.53M -86,986 -63%
Wells Fargo
4
Wells Fargo
California
$2.12M -$237K -4,554 -10%
Bank of America
5
Bank of America
North Carolina
$1.95M -$499K -9,571 -20%
RJA
6
Raymond James & Associates
Florida
$1.58M +$169K +3,241 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.32M +$411K +7,889 +45%
RWM
8
RKL Wealth Management
Pennsylvania
$1.09M +$557K +10,681 +106%
Morgan Stanley
9
Morgan Stanley
New York
$687K -$738K -14,147 -52%
UBS Group
10
UBS Group
Switzerland
$605K -$168K -3,227 -22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$586K +$53.4K +1,024 +10%
HighTower Advisors
12
HighTower Advisors
Illinois
$528K +$43.9K +842 +9%
LPL Financial
13
LPL Financial
California
$516K +$49K +939 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$506K +$503K +9,639 New
AG
15
Advisor Group
Arizona
$469K +$10.7K +205 +2%
SCA
16
Snowden Capital Advisors
New York
$397K
EDRH
17
Edmond de Rothschild Holding
Switzerland
$389K
VKH
18
Virtu KCG Holdings
New York
$338K -$998K -19,146 -75%
WIP
19
Wellesley Investment Partners
Massachusetts
$292K
Wolverine Trading
20
Wolverine Trading
Illinois
$223K -$3.21M -61,537 -94%
Citigroup
21
Citigroup
New York
$163K +$20.9K +400 +15%
WA
22
WealthTrust-Arizona
Arizona
$81K +$104 +2 +0.1%
JP Morgan Chase
23
JP Morgan Chase
New York
$62K +$18.4K +353 +43%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$54K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.9K +$30.8K +590 New