QLTA icon

iShares AAA-A Rated Corporate Bond ETF

123 hedge funds and large institutions have $681M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 21 closing their positions.

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.18%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
56
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$109M 1,856,219 +131,313 +8%
Ameriprise
2
Ameriprise
Minnesota
$86.8M 1,479,863 -143,807 -9%
Morgan Stanley
3
Morgan Stanley
New York
$55.2M 942,558 -83,966 -8%
B
4
Bailard
California
$29.5M 504,294 +72,844 +17%
Charles Schwab
5
Charles Schwab
California
$26.1M 446,272 +3,756 +0.8%
HighTower Advisors
6
HighTower Advisors
Illinois
$25.3M 431,385 +101,226 +31%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$21.6M 368,613 +52,560 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$21.4M 366,110 +21,102 +6%
Wells Fargo
9
Wells Fargo
California
$19.4M 332,268 +102,393 +45%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.2M 310,473 +36,622 +13%
SIAM
11
Sterling Investment Advisors (Missouri)
Missouri
$17.2M 294,525 +11,925 +4%
LPL Financial
12
LPL Financial
California
$16M 273,067 +56,297 +26%
Citadel Advisors
13
Citadel Advisors
Florida
$15.5M 264,813 -1,237,383 -82%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15M 257,022 +31,087 +14%
UBS Group
15
UBS Group
Switzerland
$13.5M 230,438 +24,077 +12%
VAS
16
Valicenti Advisory Services
New York
$9.63M 164,496 +16,917 +11%
RJA
17
Raymond James & Associates
Florida
$9.29M 158,789 +113,186 +248%
B
18
Barings
North Carolina
$8.17M 139,625 +10,494 +8%
CWM
19
Curi Wealth Management
North Carolina
$7.51M 128,353 +128,353 New
GEA
20
Glen Eagle Advisors
New Jersey
$7.39M 126,348 +36,585 +41%
AWM
21
Atticus Wealth Management
Florida
$7.35M 125,601 +12,909 +11%
WCWM
22
Wooster Corthell Wealth Management
Connecticut
$7.27M 124,206 +37,656 +44%
TTWM
23
TCV Trust & Wealth Management
Virginia
$7.25M 123,878 +13,221 +12%
FNC
24
First National Corp
Massachusetts
$5.99M 102,266 +28,459 +39%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.88M 100,460 -16,004 -14%