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iShares AAA-A Rated Corporate Bond ETF

79 hedge funds and large institutions have $203M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
29
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$34.3M 627,442 -195,570 -24%
EB
2
Eastern Bank
Massachusetts
$17.5M 320,167 +6,555 +2%
SIAM
3
Sterling Investment Advisors (Missouri)
Missouri
$11.9M 218,145 -2,462 -1%
EC
4
Estate Counselors
Wisconsin
$11.4M 207,895 -12,620 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.2M 204,830 +22,461 +12%
Jane Street
6
Jane Street
New York
$9.89M 180,977 +155,654 +615%
GFPC
7
Global Financial Private Capital
Florida
$9.74M 178,115 -106,158 -37%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.69M 177,170 +11,086 +7%
Ameriprise
9
Ameriprise
Minnesota
$8.9M 163,112 +44,111 +37%
FFN
10
Focus Financial Network
Minnesota
$7.88M 144,080 +7,884 +6%
UBS Group
11
UBS Group
Switzerland
$7.22M 132,011 +126,842 +2,454%
Morgan Stanley
12
Morgan Stanley
New York
$6.75M 123,554 +9,737 +9%
Bank of America
13
Bank of America
North Carolina
$4.51M 82,504 +29,248 +55%
SIA
14
SeaBridge Investment Advisors
New Jersey
$4.21M 77,100 -9,555 -11%
TTWM
15
TCV Trust & Wealth Management
Virginia
$4.21M 77,026 +77,026 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$4.1M 74,920 +74,920 New
RWM
17
RKL Wealth Management
Pennsylvania
$3.06M 56,040 -159 -0.3%
AWM
18
Argent Wealth Management
Massachusetts
$3.04M 55,639 +55,639 New
VAS
19
Valicenti Advisory Services
New York
$2.78M 50,872 +4,207 +9%
WR
20
Watson Rebecca
$2.69M 49,214 +49,214 New
LPL Financial
21
LPL Financial
California
$2.46M 44,972 +16,763 +59%
Stifel Financial
22
Stifel Financial
Missouri
$2.05M 37,434 +3,469 +10%
Wells Fargo
23
Wells Fargo
California
$2.05M 37,473 +11,765 +46%
RJA
24
Raymond James & Associates
Florida
$1.79M 32,764 -377 -1%
AFAS
25
Acorn Financial Advisory Services
Virginia
$1.62M 29,596 +29,596 New