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iShares AAA-A Rated Corporate Bond ETF

103 hedge funds and large institutions have $282M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
22
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.8M 383,167 -42,788 -10%
B
2
Bailard
California
$17.5M 377,999 +22,264 +6%
SIM
3
Stratos Investment Management
Ohio
$17.1M 369,477 +369,477 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.8M 363,154 +7,240 +2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$16.1M 348,546 -144,600 -29%
PWM
6
Pacific Wealth Management
California
$14.6M 314,862 +314,862 New
Creative Planning
7
Creative Planning
Kansas
$10.6M 229,318 -62,304 -21%
CWM
8
Curi Wealth Management
North Carolina
$10.6M 229,265 -156,245 -41%
RJA
9
Raymond James & Associates
Florida
$10.3M 223,002 -179 -0.1%
Bank of America
10
Bank of America
North Carolina
$10.2M 219,826 -55,839 -20%
UBS Group
11
UBS Group
Switzerland
$9.79M 211,231 +29,906 +16%
Nomura Asset Management
12
Nomura Asset Management
Japan
$9.57M 206,500
AAS
13
Ameritas Advisory Services
Nebraska
$8.25M 178,069 +5,078 +3%
Morgan Stanley
14
Morgan Stanley
New York
$8.09M 174,643 -311,663 -64%
HCA
15
Heck Capital Advisors
Wisconsin
$7.63M 164,696 +164,696 New
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.47M 161,317 -4,640 -3%
SIAM
17
Sterling Investment Advisors (Missouri)
Missouri
$6.78M 146,297 -65,016 -31%
Jane Street
18
Jane Street
New York
$6.48M 139,975 +30,998 +28%
Ameriprise
19
Ameriprise
Minnesota
$6.03M 130,515 -3,402 -3%
RWM
20
RKL Wealth Management
Pennsylvania
$5.13M 110,734 +1,958 +2%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$4.73M 102,165 +99,395 +3,588%
Wells Fargo
22
Wells Fargo
California
$4.28M 92,299 +30,905 +50%
CI
23
Cambiar Investors
Colorado
$3.87M 83,497
LPL Financial
24
LPL Financial
California
$3.53M 76,111 -11,121 -13%
SIA
25
SeaBridge Investment Advisors
New Jersey
$3.44M 74,258 -736 -1%