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iShares AAA-A Rated Corporate Bond ETF

42 hedge funds and large institutions have $78.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $72.4M → $78.4M (+$6.01M)

8% more funds holding

Funds holding: 3942 (+3)

3.07% more ownership

Funds ownership: 51.5%54.57% (+3.1%)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.4M -$621K -12,292 -2%
Bank of America
2
Bank of America
North Carolina
$26.4M +$24.1M +476,290 +1,000%
RWM
3
RKL Wealth Management
Pennsylvania
$2.23M +$668K +13,219 +43%
Wells Fargo
4
Wells Fargo
California
$1.74M -$655K -12,965 -27%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.68M -$1.92M -37,941 -53%
UCFA
6
United Capital Financial Advisors
Texas
$1.47M -$382K -7,554 -21%
Jane Street
7
Jane Street
New York
$1.3M -$12.2M -241,574 -90%
RJA
8
Raymond James & Associates
Florida
$936K -$913K -18,081 -49%
PA
9
PFG Advisors
Arizona
$665K +$32.9K +652 +5%
LPL Financial
10
LPL Financial
California
$644K +$75K +1,484 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$607K -$98.8K -1,957 -14%
UBS Group
12
UBS Group
Switzerland
$594K -$426K -8,436 -42%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$548K +$13.7K +271 +3%
AG
14
Advisor Group
Arizona
$450K -$5.86K -116 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$400K -$104K -2,052 -21%
SCA
16
Snowden Capital Advisors
New York
$382K
VF
17
Virtu Financial
New York
$333K -$215K -4,260 -39%
VCA
18
Verdence Capital Advisors
Maryland
$328K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$288K +$289K +5,720 New
WIP
20
Wellesley Investment Partners
Massachusetts
$236K -$21.2K -420 -8%
BTS
21
BB&T Securities
Virginia
$224K
Citigroup
22
Citigroup
New York
$126K -$5.05K -100 -4%
US Bancorp
23
US Bancorp
Minnesota
$66K +$65.7K +1,300 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$53K
JP Morgan Chase
25
JP Morgan Chase
New York
$42K