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iShares AAA-A Rated Corporate Bond ETF

114 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

106% more capital invested

Capital invested by funds: $346M → $711M (+$365M)

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more funds holding

Funds holding: 84114 (+30)

0.91% less ownership

Funds ownership: 55.25%54.34% (-0.91%)

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$99.2M +$94.7M +1,673,048 +4,017%
Bank of America
2
Bank of America
North Carolina
$93.3M +$33.5M +592,913 +58%
Ameriprise
3
Ameriprise
Minnesota
$74.7M +$24.9M +440,871 +52%
Morgan Stanley
4
Morgan Stanley
New York
$62.5M +$38.8M +685,989 +174%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$45.7M +$44.2M +781,910 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$39.1M +$38.2M +675,738 New
Charles Schwab
7
Charles Schwab
California
$25.3M -$147K -2,601 -0.6%
B
8
Bailard
California
$23.6M +$716K +12,660 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.5M +$8.22M +145,195 +92%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$4.05M +71,593 +35%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.9M +$4.04M +71,419 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13.9M +$1.73M +30,600 +15%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$11.7M -$334K -5,907 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10.7M +$1.76M +31,091 +20%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$10.1M +$9.88M +174,624 New
Wells Fargo
16
Wells Fargo
California
$8.98M +$5.64M +99,720 +180%
GC
17
Gratus Capital
Georgia
$8.66M +$8.47M +149,777 New
VAS
18
Valicenti Advisory Services
New York
$8.01M +$3.98M +70,352 +103%
CAG
19
Csenge Advisory Group
Florida
$7.08M +$6.93M +122,442 New
AWM
20
Atticus Wealth Management
Florida
$5.93M +$5.8M +102,532 New
Osaic Holdings
21
Osaic Holdings
Arizona
$5.58M +$4.28M +75,599 +364%
TTWM
22
TCV Trust & Wealth Management
Virginia
$5.54M +$396K +6,993 +8%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$5.39M +$4.59M +81,103 +668%
LWA
24
Lowe Wealth Advisors
Maryland
$4.84M +$4.73M +83,682 New
WR
25
Watson Rebecca
$4.69M +$584K +10,329 +15%