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iShares AAA-A Rated Corporate Bond ETF

108 hedge funds and large institutions have $505M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
9
Increased
33
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$57.8M 1,025,712 +12,450 +1%
Bank of America
2
Bank of America
North Carolina
$37.7M 668,819 +15,355 +2%
B
3
Bailard
California
$31.8M 565,161 -48,374 -8%
Morgan Stanley
4
Morgan Stanley
New York
$31.6M 561,372 -8,766 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$30M 533,590 +15,880 +3%
Ameriprise
6
Ameriprise
Minnesota
$27.4M 483,818 -86,902 -15%
SIAM
7
Sterling Investment Advisors (Missouri)
Missouri
$16.9M 300,156 -4,628 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.4M 291,693 -9,588 -3%
LPL Financial
9
LPL Financial
California
$15.3M 271,661 -15,825 -6%
Jane Street
10
Jane Street
New York
$13.8M 245,795 +185,603 +308%
UBS Group
11
UBS Group
Switzerland
$13.7M 242,746 -17,240 -7%
RJA
12
Raymond James & Associates
Florida
$12.3M 217,687 +6,993 +3%
CWM
13
Curi Wealth Management
North Carolina
$12.2M 217,131 +23,488 +12%
EWM
14
Elite Wealth Management
Washington
$11.7M 32,551 +32,551 New
Citadel Advisors
15
Citadel Advisors
Florida
$11.3M 200,334 -104,682 -34%
AIC
16
Ameritas Investment Company
Nebraska
$10.6M 187,863 +314 +0.2%
HC
17
Hatton Consulting
Arizona
$9.6M 170,331 +19,981 +13%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$9.32M 165,423 +3,862 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.23M 163,780 -52,372 -24%
TTWM
20
TCV Trust & Wealth Management
Virginia
$8.94M 158,690 +4,893 +3%
VAS
21
Valicenti Advisory Services
New York
$8.65M 153,538 -24,943 -14%
Wells Fargo
22
Wells Fargo
California
$8.5M 150,917 -136,818 -48%
PGA
23
Portland Global Advisors
Maine
$7.47M 132,533 -1,150 -0.9%
FNC
24
First National Corp
Massachusetts
$6.1M 108,277 +54,998 +103%
Stifel Financial
25
Stifel Financial
Missouri
$5.7M 101,209 -2,094 -2%