QLTA icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$45.1M 823,012 +63,706 +8%
EB
2
Eastern Bank
Massachusetts
$17.2M 313,612 +12,315 +4%
GFPC
3
Global Financial Private Capital
Florida
$15.6M 284,273 -37,589 -12%
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$12.1M 220,607 -803 -0.4%
EC
5
Estate Counselors
Wisconsin
$12.1M 220,515 -2,465 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10M 182,369 +24,872 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.1M 166,084 +90,197 +119%
FFN
8
Focus Financial Network
Minnesota
$7.46M 136,196 +115,448 +556%
Ameriprise
9
Ameriprise
Minnesota
$6.52M 119,001 +119,001 New
Morgan Stanley
10
Morgan Stanley
New York
$6.24M 113,817 +3,740 +3%
SIA
11
SeaBridge Investment Advisors
New Jersey
$4.75M 86,655 +46,890 +118%
RWM
12
RKL Wealth Management
Pennsylvania
$3.08M 56,199 -11,070 -16%
Bank of America
13
Bank of America
North Carolina
$2.92M 53,256 -8,340 -14%
VAS
14
Valicenti Advisory Services
New York
$2.56M 46,665 +6,433 +16%
Stifel Financial
15
Stifel Financial
Missouri
$1.86M 33,965 +8,248 +32%
RJA
16
Raymond James & Associates
Florida
$1.82M 33,141 +837 +3%
LPL Financial
17
LPL Financial
California
$1.55M 28,209 +9,011 +47%
Wells Fargo
18
Wells Fargo
California
$1.41M 25,708 +7,865 +44%
Jane Street
19
Jane Street
New York
$1.39M 25,323 +8,845 +54%
MWM
20
Mascoma Wealth Management
New Hampshire
$1.29M 23,519 +23,519 New
PAG
21
Private Advisor Group
New Jersey
$984K 17,993 +6,188 +52%
CA
22
Cetera Advisors
Colorado
$867K 15,814 +289 +2%
BFA
23
Beaumont Financial Advisors
Massachusetts
$824K 15,030 +15,030 New
BWA
24
BDO Wealth Advisors
Florida
$752K 13,715 +13,715 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$628K 11,466 +287 +3%