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iShares AAA-A Rated Corporate Bond ETF

165 hedge funds and large institutions have $1.21B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
80
Reduced
49
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M 3,635,750 -86,068 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M 2,251,409 +135,162 +6%
MMA
3
Miracle Mile Advisors
California
$85.2M 1,781,753 +106,661 +6%
Bank of America
4
Bank of America
North Carolina
$81.1M 1,694,899 -22,968 -1%
LPL Financial
5
LPL Financial
California
$80.2M 1,676,030 +5,855 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$45.9M 959,617 +70,324 +8%
MCM
7
MAI Capital Management
Ohio
$44.6M 932,200 +53,979 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$43.2M 902,048 +74,455 +9%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$33.6M 702,586 +298,166 +74%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$32.2M 672,221 +38,425 +6%
Wells Fargo
11
Wells Fargo
California
$30.9M 645,412 +42,074 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$29.6M 619,443 +11,335 +2%
CWMG
13
Compass Wealth Management (Georgia)
Georgia
$23.3M 486,835 +486,835 New
Ameriprise
14
Ameriprise
Minnesota
$19.7M 412,430 +110,606 +37%
AssetMark Inc
15
AssetMark Inc
California
$19.6M 409,431 -1,061,352 -72%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18.4M 385,063 +44,442 +13%
Raymond James Financial
17
Raymond James Financial
Florida
$16.8M 350,780 -6,087 -2%
UBS Group
18
UBS Group
Switzerland
$16.8M 350,671 -19,637 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$16M 337,985 +262,726 +349%
PPW
20
Parcion Private Wealth
Washington
$15.5M 323,255 +13,688 +4%
PWM
21
Pacific Wealth Management
California
$15.3M 318,911 +163 +0.1%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$14.3M 298,880 +51,103 +21%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$12.2M 254,045 +3,150 +1%
KFS
24
Kelly Financial Services
Massachusetts
$11.1M 231,058 +16,013 +7%
MML Investors Services
25
MML Investors Services
Massachusetts
$9.73M 203,386 +13,390 +7%