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iShares AAA-A Rated Corporate Bond ETF

124 hedge funds and large institutions have $664M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
46
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$112M 2,024,854 +168,635 +9%
Ameriprise
2
Ameriprise
Minnesota
$77.3M 1,393,660 -86,203 -6%
Charles Schwab
3
Charles Schwab
California
$55.9M 1,008,054 +561,782 +126%
Morgan Stanley
4
Morgan Stanley
New York
$33.2M 599,554 -343,004 -36%
B
5
Bailard
California
$28.9M 521,265 +16,971 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$26.6M 479,943 +48,558 +11%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$22.5M 406,628 +38,015 +10%
Wells Fargo
8
Wells Fargo
California
$18.6M 335,865 +3,597 +1%
LPL Financial
9
LPL Financial
California
$16.8M 302,979 +29,912 +11%
SIAM
10
Sterling Investment Advisors (Missouri)
Missouri
$16.6M 300,309 +5,784 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.5M 297,323 -13,150 -4%
UBS Group
12
UBS Group
Switzerland
$15.8M 284,199 +53,761 +23%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$13.5M 244,224 -12,798 -5%
Jane Street
14
Jane Street
New York
$12.9M 232,189 +138,586 +148%
RJA
15
Raymond James & Associates
Florida
$11M 198,391 +39,602 +25%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$10.2M 183,693 +183,693 New
VAS
17
Valicenti Advisory Services
New York
$9.48M 171,100 +6,604 +4%
CWM
18
Curi Wealth Management
North Carolina
$8.41M 151,735 +23,382 +18%
WCWM
19
Wooster Corthell Wealth Management
Connecticut
$8.02M 144,762 +20,556 +17%
B
20
Barings
North Carolina
$7.74M 139,625
GEA
21
Glen Eagle Advisors
New Jersey
$7.69M 139,328 +12,980 +10%
TTWM
22
TCV Trust & Wealth Management
Virginia
$7.35M 132,631 +8,753 +7%
HC
23
Hatton Consulting
Arizona
$6.99M 126,179 +126,179 New
AIC
24
Ameritas Investment Company
Nebraska
$6.64M 119,839 +119,839 New
FNC
25
First National Corp
Massachusetts
$6.47M 116,652 +14,386 +14%