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iShares AAA-A Rated Corporate Bond ETF

166 hedge funds and large institutions have $1.22B 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, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Fonville Wealth Management
Virginia
$8.57M
MAM
27
Madison Asset Management
Wisconsin
$8.15M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.14M
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$8.08M
Creative Planning
30
Creative Planning
Kansas
$7.56M
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.89M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$6.77M
CAAM
33
Cornerstone Advisors Asset Management
Pennsylvania
$6.38M
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.37M
WCWM
35
Wooster Corthell Wealth Management
Connecticut
$6.34M
HCA
36
Heck Capital Advisors
Wisconsin
$5.47M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.37M
PAS
38
Park Avenue Securities
New York
$5.33M
CW
39
CreativeOne Wealth
Kansas
$5.29M
WI
40
WrapManager Inc
California
$4.63M
IAN
41
Integrated Advisors Network
Texas
$4.61M
JC
42
JB Capital
Connecticut
$4.52M
FPAS
43
Focus Partners Advisor Solutions
Missouri
$4.51M
CC
44
Climber Capital
Switzerland
$4.51M
Citadel Advisors
45
Citadel Advisors
Florida
$4.38M
SIA
46
SeaBridge Investment Advisors
New Jersey
$3.89M
NAM
47
NorthCrest Asset Manangement
Minnesota
$3.81M
SWP
48
ShoreHaven Wealth Partners
New Jersey
$3.78M
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.39M
DL
50
DOHJ LLC
Washington
$3.35M