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iShares AAA-A Rated Corporate Bond ETF

108 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.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.87%
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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$163M 3,603,471 +3,600,171 +109,096%
Charles Schwab
2
Charles Schwab
California
$49.4M 1,087,973 -2,762 -0.3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22.4M 493,146 +446,996 +969%
Morgan Stanley
4
Morgan Stanley
New York
$22.1M 486,306 +21,840 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$19.3M 425,955 +15,242 +4%
CWM
6
Curi Wealth Management
North Carolina
$17.5M 385,510 +94,288 +32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.1M 355,914 +128,887 +57%
B
8
Bailard
California
$16.1M 355,735 -152,468 -30%
Creative Planning
9
Creative Planning
Kansas
$13.2M 291,622 +32,464 +13%
Bank of America
10
Bank of America
North Carolina
$12.5M 275,665 -14,514 -5%
RJA
11
Raymond James & Associates
Florida
$10.1M 223,181 -22,424 -9%
Citadel Advisors
12
Citadel Advisors
Florida
$10.1M 222,475 +183,860 +476%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$9.59M 211,313 -7,407 -3%
Nomura Asset Management
14
Nomura Asset Management
Japan
$9.37M 206,500 +4,200 +2%
TTWM
15
TCV Trust & Wealth Management
Virginia
$8.83M 194,721 +5,944 +3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$8.5M 187,272 +180,082 +2,505%
UBS Group
17
UBS Group
Switzerland
$8.23M 181,325 -31,439 -15%
AAS
18
Ameritas Advisory Services
Nebraska
$7.85M 172,991 -4,442 -3%
WCWM
19
Wooster Corthell Wealth Management
Connecticut
$7.53M 165,957 +2,968 +2%
Ameriprise
20
Ameriprise
Minnesota
$6.08M 133,917 +79,321 +145%
SWP
21
Stratos Wealth Partners
Ohio
$6.05M 133,307 +133,307 New
Jane Street
22
Jane Street
New York
$4.94M 108,977 +13,311 +14%
RWM
23
RKL Wealth Management
Pennsylvania
$4.94M 108,776 +9,673 +10%
PGA
24
Portland Global Advisors
Maine
$4.92M 108,513 -6,790 -6%
VAS
25
Valicenti Advisory Services
New York
$4.74M 104,473 -680 -0.6%