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iShares AAA-A Rated Corporate Bond ETF

117 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1.4% more ownership

Funds ownership: 46.37%47.77% (+1.4%)

1% more funds holding

Funds holding: 116117 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $444M → $440M (-$3.19M)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$66.9M +$3.24M +70,076 +5%
MAM
2
Madison Asset Management
Wisconsin
$41.1M +$36.9M +797,698 +698%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.7M +$3.29M +71,098 +16%
PWM
4
Pacific Wealth Management
California
$20.9M +$403K +8,717 +2%
SIM
5
Stratos Investment Management
Ohio
$20.6M +$1.18M +25,494 +6%
LPL Financial
6
LPL Financial
California
$18.5M +$1.48M +31,992 +8%
B
7
Bailard
California
$13.3M -$4.3M -92,992 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M -$3.4M -73,494 -20%
Bank of America
9
Bank of America
North Carolina
$12.7M +$2.03M +43,856 +18%
UBS Group
10
UBS Group
Switzerland
$12.4M +$1.73M +37,424 +16%
Ameriprise
11
Ameriprise
Minnesota
$10.8M +$711K +15,355 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.1M +$10.4M +224,743 New
Morgan Stanley
13
Morgan Stanley
New York
$9.87M +$128K +2,767 +1%
Creative Planning
14
Creative Planning
Kansas
$8.63M -$464K -10,025 -5%
IAN
15
Integrated Advisors Network
Texas
$7.98M -$204K -4,418 -2%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.95M +$558K +12,056 +7%
HCA
17
Heck Capital Advisors
Wisconsin
$7.81M +$171K +3,686 +2%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$7.6M -$328K -7,078 -4%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$7.57M +$118K +2,548 +2%
AAS
20
Ameritas Advisory Services
Nebraska
$7.45M +$7.65M +165,328 New
PGA
21
Portland Global Advisors
Maine
$6.5M +$1.62M +35,090 +32%
Wells Fargo
22
Wells Fargo
California
$6.15M +$776K +16,773 +14%
RWM
23
RKL Wealth Management
Pennsylvania
$5.68M +$557K +12,041 +11%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$4.77M +$927K +20,021 +23%
NAM
25
NorthCrest Asset Manangement
Minnesota
$4.25M +$89.9K +1,942 +2%