QLTA icon

iShares AAA-A Rated Corporate Bond ETF

106 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Compass Ion Advisors
Pennsylvania
$32.5M 680,012 +680,012 New
PWM
2
Pacific Wealth Management
California
$22.4M 467,634 +152,772 +49%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.1M 398,550 +15,383 +4%
SIM
4
Stratos Investment Management
Ohio
$18.5M 385,923 +16,446 +4%
B
5
Bailard
California
$18.2M 379,559 +1,560 +0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.5M 345,495 -17,659 -5%
Bank of America
7
Bank of America
North Carolina
$11.6M 241,997 +22,171 +10%
UBS Group
8
UBS Group
Switzerland
$11.1M 231,044 +19,813 +9%
Creative Planning
9
Creative Planning
Kansas
$10.4M 217,343 -11,975 -5%
Ameriprise
10
Ameriprise
Minnesota
$9.96M 208,109 +77,594 +59%
Nomura Asset Management
11
Nomura Asset Management
Japan
$9.88M 206,500
Morgan Stanley
12
Morgan Stanley
New York
$9.69M 202,468 +27,825 +16%
LPL Financial
13
LPL Financial
California
$9.42M 196,985 +120,874 +159%
RJA
14
Raymond James & Associates
Florida
$9.4M 196,495 -26,507 -12%
IAN
15
Integrated Advisors Network
Texas
$8.78M 183,627 +166,937 +1,000%
AAS
16
Ameritas Advisory Services
Nebraska
$8M 167,158 -10,911 -6%
HCA
17
Heck Capital Advisors
Wisconsin
$7.75M 161,945 -2,751 -2%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$7.74M 161,694 +377 +0.2%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$6.9M 144,155 -2,142 -1%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$6.56M 137,076 -211,470 -61%
Jane Street
21
Jane Street
New York
$6.16M 128,717 -11,258 -8%
RWM
22
RKL Wealth Management
Pennsylvania
$5.26M 110,008 -726 -0.7%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$4.9M 102,408 +243 +0.2%
NAM
24
NorthCrest Asset Manangement
Minnesota
$4.39M 91,848 +91,848 New
SIA
25
SeaBridge Investment Advisors
New Jersey
$3.71M 77,607 +3,349 +5%