We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

44 hedge funds and large institutions have $94.9M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $78.4M → $94.9M (+$16.5M)

6.16% more ownership

Funds ownership: 54.57%60.73% (+6.2%)

5% more funds holding

Funds holding: 4244 (+2)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
7
Closed
7
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 +$6.02K +119 +0%
Bank of America
2
Bank of America
North Carolina
$28.5M +$2.1M +41,459 +8%
ONB
3
Old National Bancorp
Indiana
$9.98M +$10M +197,902 New
EC
4
Estate Counselors
Wisconsin
$3.5M +$3.52M +69,480 New
RWM
5
RKL Wealth Management
Pennsylvania
$2.6M +$363K +7,165 +16%
Jane Street
6
Jane Street
New York
$1.89M +$594K +11,741 +46%
RJA
7
Raymond James & Associates
Florida
$1.48M +$550K +10,874 +59%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.42M -$259K -5,121 -15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M +$1.34M +26,404 New
Wells Fargo
10
Wells Fargo
California
$951K -$789K -15,596 -45%
CI
11
Conning Inc
Connecticut
$931K +$934K +18,451 New
UBS Group
12
UBS Group
Switzerland
$865K +$272K +5,371 +46%
LPL Financial
13
LPL Financial
California
$668K +$24.3K +481 +4%
PA
14
PFG Advisors
Arizona
$625K -$31.3K -618 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$586K +$37.9K +750 +7%
AG
16
Advisor Group
Arizona
$528K +$78.2K +1,546 +17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$391K -$216K -4,275 -36%
SCA
18
Snowden Capital Advisors
New York
$382K
UCFA
19
United Capital Financial Advisors
Texas
$346K -$1.12M -22,223 -76%
VCA
20
Verdence Capital Advisors
Maryland
$328K
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$288K
BTS
22
BB&T Securities
Virginia
$237K +$13K +257 +6%
IFAM
23
Institutional & Family Asset Management
Colorado
$175K +$166K +3,275 +1,613%
Citigroup
24
Citigroup
New York
$106K -$20.2K -400 -16%
US Bancorp
25
US Bancorp
Minnesota
$66K