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iShares AAA-A Rated Corporate Bond ETF

171 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 19 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Fonville Wealth Management
Virginia
$8.57M +$131K +2,790 +2%
MAM
27
Madison Asset Management
Wisconsin
$8.15M +$284K +6,029 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.14M -$601K -12,764 -7%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$8.08M +$134K +2,838 +2%
Creative Planning
30
Creative Planning
Kansas
$7.56M -$262K -5,576 -3%
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.89M +$193K +4,105 +3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$6.77M +$6.66M +141,513 New
CAAM
33
Cornerstone Advisors Asset Management
Pennsylvania
$6.38M +$67.9K +1,443 +1%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.37M +$668K +14,198 +12%
WCWM
35
Wooster Corthell Wealth Management
Connecticut
$6.34M -$2.04M -43,429 -25%
HCA
36
Heck Capital Advisors
Wisconsin
$5.47M +$316K +6,721 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.37M +$255K +5,414 +5%
PAS
38
Park Avenue Securities
New York
$5.33M +$220K +4,669 +4%
CW
39
CreativeOne Wealth
Kansas
$5.29M +$267K +5,676 +5%
WI
40
WrapManager Inc
California
$4.63M +$508K +10,791 +13%
IAN
41
Integrated Advisors Network
Texas
$4.61M +$419K +8,907 +10%
JC
42
JB Capital
Connecticut
$4.52M +$820K +17,422 +23%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$4.51M -$133K -2,836 -3%
CC
44
Climber Capital
Switzerland
$4.51M +$406K +8,630 +8%
Citadel Advisors
45
Citadel Advisors
Florida
$4.38M +$4.31M +91,650 New
SIA
46
SeaBridge Investment Advisors
New Jersey
$3.89M +$804K +17,089 +27%
NAM
47
NorthCrest Asset Manangement
Minnesota
$3.81M +$13.7K +291 +0.4%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$3.78M -$267K -5,664 -7%
SA
49
Sanctuary Advisors
Indiana
$3.62M +$1.03M +21,911 +41%
MPPLM
50
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.39M +$3.34M +70,942 New

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.