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iShares AAA-A Rated Corporate Bond ETF

63 hedge funds and large institutions have $148M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$40.8M 759,306 +70,430 +10%
GFPC
2
Global Financial Private Capital
Florida
$17.3M 321,862 +321,862 New
EB
3
Eastern Bank
Massachusetts
$16.2M 301,297 +19,486 +7%
EC
4
Estate Counselors
Wisconsin
$12M 222,980 -27,040 -11%
SIAM
5
Sterling Investment Advisors (Missouri)
Missouri
$11.9M 221,410 +2,227 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.47M 157,497 +141,649 +894%
Morgan Stanley
7
Morgan Stanley
New York
$5.92M 110,077 -227,221 -67%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.08M 75,887 +41,309 +119%
RWM
9
RKL Wealth Management
Pennsylvania
$3.62M 67,269 +2,478 +4%
Bank of America
10
Bank of America
North Carolina
$3.31M 61,596 -666 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.72M 50,597 +50,597 New
VAS
12
Valicenti Advisory Services
New York
$2.16M 40,232 +16,840 +72%
SIA
13
SeaBridge Investment Advisors
New Jersey
$2.14M 39,765 +485 +1%
RJA
14
Raymond James & Associates
Florida
$1.74M 32,304 -329 -1%
UBS Group
15
UBS Group
Switzerland
$1.48M 27,590 -6,267 -19%
Stifel Financial
16
Stifel Financial
Missouri
$1.38M 25,717 +12,164 +90%
FFN
17
Focus Financial Network
Minnesota
$1.12M 20,748 +20,748 New
LPL Financial
18
LPL Financial
California
$1.03M 19,198 +2,245 +13%
Wells Fargo
19
Wells Fargo
California
$959K 17,843 -51,984 -74%
Jane Street
20
Jane Street
New York
$886K 16,478 -88,350 -84%
CA
21
Cetera Advisors
Colorado
$834K 15,525 +15,525 New
PAG
22
Private Advisor Group
New Jersey
$635K 11,805 +11,805 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$601K 11,179 +11,179 New
AG
24
Advisor Group
Arizona
$571K 10,622 -95 -0.9%
PA
25
PFG Advisors
Arizona
$469K 8,739 -2,077 -19%