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iShares AAA-A Rated Corporate Bond ETF

107 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $351M → $518M (+$167M)

14.42% more ownership

Funds ownership: 41.14%55.56% (+14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3% less funds holding

Funds holding: 110107 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$163M +$174M +3,600,171 +109,096%
Charles Schwab
2
Charles Schwab
California
$49.4M -$133K -2,762 -0.3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22.4M +$21.6M +446,996 +969%
Morgan Stanley
4
Morgan Stanley
New York
$22.1M +$1.05M +21,840 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$19.3M +$735K +15,242 +4%
CWM
6
Curi Wealth Management
North Carolina
$17.5M +$4.55M +94,288 +32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.1M +$6.22M +128,887 +57%
B
8
Bailard
California
$16.1M -$7.36M -152,468 -30%
Creative Planning
9
Creative Planning
Kansas
$13.2M +$1.57M +32,464 +13%
Bank of America
10
Bank of America
North Carolina
$12.5M -$700K -14,514 -5%
RJA
11
Raymond James & Associates
Florida
$10.1M -$1.08M -22,424 -9%
Citadel Advisors
12
Citadel Advisors
Florida
$10.1M +$8.87M +183,860 +476%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$9.59M -$357K -7,407 -3%
Nomura Asset Management
14
Nomura Asset Management
Japan
$9.37M +$203K +4,200 +2%
TTWM
15
TCV Trust & Wealth Management
Virginia
$8.83M +$287K +5,944 +3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$8.5M +$8.69M +180,082 +2,505%
UBS Group
17
UBS Group
Switzerland
$8.23M -$1.52M -31,439 -15%
AAS
18
Ameritas Advisory Services
Nebraska
$7.85M -$214K -4,442 -3%
WCWM
19
Wooster Corthell Wealth Management
Connecticut
$7.53M +$143K +2,968 +2%
Ameriprise
20
Ameriprise
Minnesota
$6.08M +$3.83M +79,321 +145%
SWP
21
Stratos Wealth Partners
Ohio
$6.05M +$6.43M +133,307 New
Jane Street
22
Jane Street
New York
$4.94M +$642K +13,311 +14%
RWM
23
RKL Wealth Management
Pennsylvania
$4.93M +$467K +9,673 +10%
PGA
24
Portland Global Advisors
Maine
$4.92M -$328K -6,790 -6%
VAS
25
Valicenti Advisory Services
New York
$4.74M -$32.8K -680 -0.6%