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iShares AAA-A Rated Corporate Bond ETF

117 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, 49 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
1.85%
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
49
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$66.7M 1,414,409 +1,397,786 +8,409%
CIA
2
Compass Ion Advisors
Pennsylvania
$30.6M 647,709 -32,303 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.5M 455,711 +57,161 +14%
PWM
4
Pacific Wealth Management
California
$21.5M 455,394 -12,240 -3%
SIM
5
Stratos Investment Management
Ohio
$20.4M 432,257 +46,334 +12%
B
6
Bailard
California
$18.3M 386,973 +7,414 +2%
LPL Financial
7
LPL Financial
California
$17.8M 377,688 +180,703 +92%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.1M 363,000 +17,505 +5%
Bank of America
9
Bank of America
North Carolina
$11.2M 237,423 -4,574 -2%
UBS Group
10
UBS Group
Switzerland
$11.2M 237,351 +6,307 +3%
Ameriprise
11
Ameriprise
Minnesota
$10.5M 223,534 +15,425 +7%
Morgan Stanley
12
Morgan Stanley
New York
$10.2M 216,253 +13,785 +7%
Nomura Asset Management
13
Nomura Asset Management
Japan
$9.74M 206,500
Creative Planning
14
Creative Planning
Kansas
$9.51M 201,525 -15,818 -7%
Jane Street
15
Jane Street
New York
$9.19M 194,877 +66,160 +51%
IAN
16
Integrated Advisors Network
Texas
$8.56M 181,530 -2,097 -1%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$8.29M 175,723 +73,315 +72%
HCA
18
Heck Capital Advisors
Wisconsin
$8M 169,501 +7,556 +5%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$7.8M 165,353 +21,198 +15%
WCWM
20
Wooster Corthell Wealth Management
Connecticut
$7.75M 164,304 +2,610 +2%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$6.08M 128,816 -8,260 -6%
Wells Fargo
22
Wells Fargo
California
$5.64M 119,541 +42,010 +54%
MAM
23
Madison Asset Management
Wisconsin
$5.39M 114,235 +114,235 New
RWM
24
RKL Wealth Management
Pennsylvania
$5.37M 113,870 +3,862 +4%
PGA
25
Portland Global Advisors
Maine
$5.14M 109,030 +39,447 +57%