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iShares AAA-A Rated Corporate Bond ETF

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$79M 1,607,666 +81,895 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$76.1M 1,548,893 +1,547,966 +166,987%
LPL Financial
3
LPL Financial
California
$59.6M 1,211,706 +440,493 +57%
Bank of America
4
Bank of America
North Carolina
$55.9M 1,137,971 +842,188 +285%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51M 1,036,647 +1,013,681 +4,414%
EB
6
Eastern Bank
Massachusetts
$40.2M 818,424 +10,231 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$35M 711,682 +59,955 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$28.5M 580,098 +426,881 +279%
Wells Fargo
9
Wells Fargo
California
$26.6M 541,066 +136,780 +34%
Morgan Stanley
10
Morgan Stanley
New York
$26.1M 531,645 +284,441 +115%
PWM
11
Pacific Wealth Management
California
$25.2M 513,195 +20,577 +4%
MAM
12
Madison Asset Management
Wisconsin
$23.3M 474,529 -562,342 -54%
B
13
Bailard
California
$23.2M 471,396 +183,450 +64%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.3M 352,464 +263,494 +296%
UBS Group
15
UBS Group
Switzerland
$16.6M 338,390 +88,041 +35%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$16.1M 327,603 +209,043 +176%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$15.6M 317,646 +16,889 +6%
PPW
18
Parcion Private Wealth
Washington
$14.6M 297,062 +510 +0.2%
Ameriprise
19
Ameriprise
Minnesota
$12.1M 246,569 +43,268 +21%
AssetMark Inc
20
AssetMark Inc
California
$12M 244,403 +244,403 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$10.7M 217,798 +106,456 +96%
HCA
22
Heck Capital Advisors
Wisconsin
$9.35M 190,149 +7,366 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.18M 186,766 -36,318 -16%
Creative Planning
24
Creative Planning
Kansas
$8.31M 169,149 +1,155 +0.7%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$8.17M 166,276 -48,913 -23%