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iShares AAA-A Rated Corporate Bond ETF

46 hedge funds and large institutions have $65.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 4446 (+2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

24.49% less ownership

Funds ownership: 60.73%36.25% (-24%)

31% less capital invested

Capital invested by funds: $94.9M → $65.4M (-$29.6M)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.8M -$2.4M -48,380 -7%
ONB
2
Old National Bancorp
Indiana
$9.91M
EC
3
Estate Counselors
Wisconsin
$3.52M +$41.8K +840 +1%
RWM
4
RKL Wealth Management
Pennsylvania
$2.89M +$315K +6,335 +12%
Jane Street
5
Jane Street
New York
$2.44M +$554K +11,137 +30%
Bank of America
6
Bank of America
North Carolina
$1.9M -$26.2M -527,569 -93%
RJA
7
Raymond James & Associates
Florida
$1.55M +$72.3K +1,455 +5%
CI
8
Conning Inc
Connecticut
$924K
Barclays
9
Barclays
United Kingdom
$786K +$780K +15,700 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$777K -$628K -12,641 -45%
Wells Fargo
11
Wells Fargo
California
$759K -$184K -3,700 -20%
LPL Financial
12
LPL Financial
California
$655K -$8.55K -172 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$615K +$610K +12,275 New
PA
14
PFG Advisors
Arizona
$600K -$42K -845 -7%
UBS Group
15
UBS Group
Switzerland
$561K -$296K -5,947 -35%
AG
16
Advisor Group
Arizona
$535K +$11.1K +224 +2%
Wolverine Trading
17
Wolverine Trading
Illinois
$503K +$500K +10,057 New
SCA
18
Snowden Capital Advisors
New York
$379K
VCA
19
Verdence Capital Advisors
Maryland
$376K +$49.7K +1,000 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$331K -$56.6K -1,139 -15%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$308K -$272K -5,476 -47%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$286K
BTS
23
BB&T Securities
Virginia
$230K -$5.82K -117 -2%
IFAM
24
Institutional & Family Asset Management
Colorado
$176K +$1.79K +36 +1%
Citigroup
25
Citigroup
New York
$100K -$4.97K -100 -5%