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iShares AAA-A Rated Corporate Bond ETF

35 hedge funds and large institutions have $33.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

32% more capital invested

Capital invested by funds: $25.6M → $33.6M (+$8.07M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

3.99% more ownership

Funds ownership: 26.38%30.36% (+4%)

3% more funds holding

Funds holding: 3435 (+1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$10.3M +$10.3M +195,288 New
VWM
2
Venturi Wealth Management
Texas
$3.98M -$56K -1,063 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.34M +$2M +37,981 +150%
Jane Street
4
Jane Street
New York
$2.27M -$452K -8,577 -17%
Bank of America
5
Bank of America
North Carolina
$2.22M +$256K +4,857 +13%
Wells Fargo
6
Wells Fargo
California
$2.13M +$3.74K +71 +0.2%
RJA
7
Raymond James & Associates
Florida
$1.63M +$40.9K +777 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.3M -$3.46M -65,760 -73%
RWM
9
RKL Wealth Management
Pennsylvania
$1.21M +$106K +2,008 +10%
Morgan Stanley
10
Morgan Stanley
New York
$659K -$32.4K -615 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$593K +$3.27K +62 +0.6%
AG
12
Advisor Group
Arizona
$544K +$73K +1,386 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$542K +$33.2K +631 +7%
UBS Group
14
UBS Group
Switzerland
$540K -$69K -1,310 -11%
LPL Financial
15
LPL Financial
California
$539K +$19.4K +369 +4%
SCA
16
Snowden Capital Advisors
New York
$400K
EDRH
17
Edmond de Rothschild Holding
Switzerland
$391K
WIP
18
Wellesley Investment Partners
Massachusetts
$287K -$6.06K -115 -2%
BTS
19
BB&T Securities
Virginia
$208K +$208K +3,952 New
Citigroup
20
Citigroup
New York
$164K
WA
21
WealthTrust-Arizona
Arizona
$62K -$19.4K -368 -24%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$54K
BF
23
BOK Financial
Oklahoma
$52K +$51.8K +984 New
JP Morgan Chase
24
JP Morgan Chase
New York
$43K -$18.6K -353 -30%
IA
25
IFP Advisors
Florida
$31K +$7.27K +138 +31%