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iShares AAA-A Rated Corporate Bond ETF

62 hedge funds and large institutions have $175M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $148M → $175M (+$27.6M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.51% less ownership

Funds ownership: 42.22%40.71% (-1.5%)

2% less funds holding

Funds holding: 6362 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
22
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$45.1M +$3.46M +63,706 +8%
EB
2
Eastern Bank
Massachusetts
$17.2M +$669K +12,315 +4%
GFPC
3
Global Financial Private Capital
Florida
$15.6M -$2.04M -37,589 -12%
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$12.1M -$43.6K -803 -0.4%
EC
5
Estate Counselors
Wisconsin
$12.1M -$134K -2,465 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.99M +$1.35M +24,872 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.1M +$4.9M +90,197 +119%
FFN
8
Focus Financial Network
Minnesota
$7.46M +$6.27M +115,448 +556%
Ameriprise
9
Ameriprise
Minnesota
$6.52M +$6.46M +119,001 New
Morgan Stanley
10
Morgan Stanley
New York
$6.24M +$203K +3,740 +3%
SIA
11
SeaBridge Investment Advisors
New Jersey
$4.75M +$2.55M +46,890 +118%
RWM
12
RKL Wealth Management
Pennsylvania
$3.08M -$601K -11,070 -16%
Bank of America
13
Bank of America
North Carolina
$2.92M -$453K -8,340 -14%
VAS
14
Valicenti Advisory Services
New York
$2.56M +$349K +6,433 +16%
Stifel Financial
15
Stifel Financial
Missouri
$1.86M +$448K +8,248 +32%
RJA
16
Raymond James & Associates
Florida
$1.82M +$45.5K +837 +3%
LPL Financial
17
LPL Financial
California
$1.55M +$489K +9,011 +47%
Wells Fargo
18
Wells Fargo
California
$1.41M +$427K +7,865 +44%
Jane Street
19
Jane Street
New York
$1.39M +$480K +8,845 +54%
MWM
20
Mascoma Wealth Management
New Hampshire
$1.29M +$1.28M +23,519 New
PAG
21
Private Advisor Group
New Jersey
$984K +$336K +6,188 +52%
CA
22
Cetera Advisors
Colorado
$867K +$15.7K +289 +2%
BFA
23
Beaumont Financial Advisors
Massachusetts
$824K +$816K +15,030 New
BWA
24
BDO Wealth Advisors
Florida
$752K +$745K +13,715 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$628K +$15.6K +287 +3%