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iShares AAA-A Rated Corporate Bond ETF
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Overview Fund Activity

111 hedge funds and large institutions have $351M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
–
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
26
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAG
1
GM Advisory Group
New York
$19.1M
2
NAM
2
NorthCrest Asset Manangement
Minnesota
$4.4M
3
OMC
3
Old Mission Capital
Illinois
$4.7M
4
Creative Planning
4
Creative Planning
Kansas
$12.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.88M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$160K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
Jane Street
4
Jane Street
New York
$4.62M
5
LPL Financial
5
LPL Financial
California
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$52.7M 1,090,735 -1,533 -0.1%
B
2
Bailard
California
$24.5M 508,203 -45,585 -8%
Morgan Stanley
3
Morgan Stanley
New York
$22.4M 464,466 -11,668 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$19.8M 410,713 +12,681 +3%
GAG
5
GM Advisory Group
New York
$19.1M 395,803 +395,803 New
CWM
6
Curi Wealth Management
North Carolina
$14.1M 291,222 +42,660 +17%
Bank of America
7
Bank of America
North Carolina
$14M 290,179 -222,264 -43%
LRWA
8
Long Run Wealth Advisors
New York
$12.8M 265,693 +890 +0.3%
Creative Planning
9
Creative Planning
Kansas
$12.5M 259,158 +71,813 +38%
RJA
10
Raymond James & Associates
Florida
$11.9M 245,605 +4,646 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11M 227,027 -38,053 -14%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$10.6M 218,720 -16,694 -7%
UBS Group
13
UBS Group
Switzerland
$10.3M 212,764 -22,355 -10%
TTWM
14
TCV Trust & Wealth Management
Virginia
$9.11M 188,777 +5,587 +3%
AAS
15
Ameritas Advisory Services
Nebraska
$8.57M 177,433 -2,008 -1%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.87M 162,989 -20,359 -11%
PGA
17
Portland Global Advisors
Maine
$5.57M 115,303 -10,490 -8%
VAS
18
Valicenti Advisory Services
New York
$5.08M 105,153 -7,443 -7%
RWM
19
RKL Wealth Management
Pennsylvania
$4.78M 99,103 +6,958 +8%
OMC
20
Old Mission Capital
Illinois
$4.7M 97,278 +77,087 +382%
Jane Street
21
Jane Street
New York
$4.62M 95,666 -221,690 -70%
NAM
22
NorthCrest Asset Manangement
Minnesota
$4.4M 91,095 +91,095 New
LPL Financial
23
LPL Financial
California
$4.17M 86,458 -167,429 -66%
CI
24
Cambiar Investors
Colorado
$4.05M 83,877 – –
KWA
25
KCS Wealth Advisory
California
$3.49M 72,383 +1,216 +2%
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