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iShares AAA-A Rated Corporate Bond ETF

115 hedge funds and large institutions have $468M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
29
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$59.4M 1,060,417 +34,705 +3%
Morgan Stanley
2
Morgan Stanley
New York
$34.4M 613,215 +51,843 +9%
Bank of America
3
Bank of America
North Carolina
$32.2M 573,621 -95,198 -14%
B
4
Bailard
California
$29.6M 527,439 -37,722 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$28.6M 510,027 -23,563 -4%
LRWA
6
Long Run Wealth Advisors
New York
$18M 322,019 +322,019 New
SIAM
7
Sterling Investment Advisors (Missouri)
Missouri
$17.3M 308,457 +8,301 +3%
UBS Group
8
UBS Group
Switzerland
$16.5M 294,411 +51,665 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.5M 293,595 +1,902 +0.7%
LPL Financial
10
LPL Financial
California
$14.3M 254,270 -17,391 -6%
CWM
11
Curi Wealth Management
North Carolina
$12.8M 229,040 +11,909 +5%
RJA
12
Raymond James & Associates
Florida
$12.6M 225,494 +7,807 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$11.9M 211,877 +11,543 +6%
Jane Street
14
Jane Street
New York
$10.5M 188,120 -57,675 -23%
AAS
15
Ameritas Advisory Services
Nebraska
$9.89M 176,493 +176,493 New
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$9.89M 176,330 +10,907 +7%
TTWM
17
TCV Trust & Wealth Management
Virginia
$9.54M 170,208 +11,518 +7%
VAS
18
Valicenti Advisory Services
New York
$8.17M 145,791 -7,747 -5%
PGA
19
Portland Global Advisors
Maine
$7.07M 126,073 -6,460 -5%
Wells Fargo
20
Wells Fargo
California
$6.19M 110,313 -40,604 -27%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.67M 101,207 -62,573 -38%
Stifel Financial
22
Stifel Financial
Missouri
$5.5M 98,029 -3,180 -3%
NAM
23
NorthCrest Asset Manangement
Minnesota
$5.37M 95,715 +95,715 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.27M 94,074 +42,343 +82%
CI
25
Cambiar Investors
Colorado
$4.83M 86,175