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iShares AAA-A Rated Corporate Bond ETF

116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $348M → $444M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 105116 (+11)

4.74% more ownership

Funds ownership: 41.63%46.37% (+4.7%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
48
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$66.7M +$66.2M +1,397,786 +8,409%
CIA
2
Compass Ion Advisors
Pennsylvania
$30.6M -$1.53M -32,303 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.5M +$2.71M +57,161 +14%
PWM
4
Pacific Wealth Management
California
$21.5M -$579K -12,240 -3%
SIM
5
Stratos Investment Management
Ohio
$20.4M +$2.19M +46,334 +12%
B
6
Bailard
California
$18.3M +$351K +7,414 +2%
LPL Financial
7
LPL Financial
California
$17.8M +$8.55M +180,703 +92%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.1M +$828K +17,505 +5%
Bank of America
9
Bank of America
North Carolina
$11.2M -$216K -4,574 -2%
UBS Group
10
UBS Group
Switzerland
$11.2M +$298K +6,307 +3%
Ameriprise
11
Ameriprise
Minnesota
$10.5M +$730K +15,425 +7%
Morgan Stanley
12
Morgan Stanley
New York
$10.2M +$652K +13,785 +7%
Nomura Asset Management
13
Nomura Asset Management
Japan
$9.74M
Creative Planning
14
Creative Planning
Kansas
$9.51M -$749K -15,818 -7%
Jane Street
15
Jane Street
New York
$9.19M +$3.13M +66,160 +51%
IAN
16
Integrated Advisors Network
Texas
$8.56M -$99.2K -2,097 -1%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$8.29M +$3.47M +73,315 +72%
HCA
18
Heck Capital Advisors
Wisconsin
$8M +$358K +7,556 +5%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$7.8M +$1M +21,198 +15%
WCWM
20
Wooster Corthell Wealth Management
Connecticut
$7.75M +$124K +2,610 +2%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$6.08M -$391K -8,260 -6%
Wells Fargo
22
Wells Fargo
California
$5.64M +$1.99M +42,010 +54%
MAM
23
Madison Asset Management
Wisconsin
$5.39M +$5.41M +114,235 New
RWM
24
RKL Wealth Management
Pennsylvania
$5.37M +$183K +3,862 +4%
PGA
25
Portland Global Advisors
Maine
$5.14M +$1.87M +39,447 +57%