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iShares AAA-A Rated Corporate Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
81
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
26
Fonville Wealth Management
Virginia
$8.38M 176,376 +9,466 +6%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$8.37M 176,027 -1,170 -0.7%
SIAM
28
Sterling Investment Advisors (Missouri)
Missouri
$7.89M 166,028 +8,510 +5%
MAM
29
Madison Asset Management
Wisconsin
$7.82M 164,426 -553,870 -77%
Creative Planning
30
Creative Planning
Kansas
$7.78M 163,588 -3,789 -2%
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.63M 139,823 -1,160 -0.8%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$6.27M 131,845 +512 +0.4%
IWC
33
Integrated Wealth Concepts
Massachusetts
$5.65M 118,935 -24,893 -17%
HCA
34
Heck Capital Advisors
Wisconsin
$5.12M 107,710 -22,916 -18%
PAS
35
Park Avenue Securities
New York
$5.08M 106,803 +34,001 +47%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.07M 106,732 -25,040 -19%
CW
37
CreativeOne Wealth
Kansas
$4.99M 104,915 +36,639 +54%
RWM
38
RKL Wealth Management
Pennsylvania
$4.67M 98,290 -19,072 -16%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$4.62M 97,184 +21,700 +29%
IAN
40
Integrated Advisors Network
Texas
$4.15M 87,383 +13,046 +18%
WI
41
WrapManager Inc
California
$4.08M 85,914 +12,702 +17%
SWP
42
ShoreHaven Wealth Partners
New Jersey
$4.03M 84,688 +40,169 +90%
LFASL
43
Lugano Financial Advisors SA (LFA)
Switzerland
$3.89M 81,746 -1,269 -2%
NAM
44
NorthCrest Asset Manangement
Minnesota
$3.79M 79,816 -9,890 -11%
JC
45
JB Capital
Connecticut
$3.66M 77,025 +39,406 +105%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.58M 75,259 +13,389 +22%
CC
47
Climber Capital
Switzerland
$3.54M 110,654 -510 -0.5%
Nomura Asset Management
48
Nomura Asset Management
Japan
$3.18M 66,836 – –
AWS
49
Atria Wealth Solutions
New York
$3.11M 65,422 -34,058 -34%
SIA
50
SeaBridge Investment Advisors
New Jersey
$3.06M 64,292 +26,351 +69%
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