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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
26
State of New Jersey Common Pension Fund D
New Jersey
$12.1M +$12M +250,000 New
DAS
27
Diversify Advisory Services
Utah
$11M +$10.9M +227,574 New
MAM
28
Madison Asset Management
Wisconsin
$9.28M +$1.01M +21,083 +12%
FWM
29
Fonville Wealth Management
Virginia
$8.99M +$303K +6,321 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.31M +$69.3K +1,446 +0.9%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$8.21M +$3.63M +75,765 +80%
SIAM
32
Sterling Investment Advisors (Missouri)
Missouri
$7.86M -$320K -6,675 -4%
Creative Planning
33
Creative Planning
Kansas
$7.47M -$191K -3,981 -3%
CGFA
34
Colton Groome Financial Advisors
North Carolina
$7.2M +$219K +4,570 +3%
PAS
35
Park Avenue Securities
New York
$7.05M +$1.63M +33,999 +31%
IWC
36
Integrated Wealth Concepts
Massachusetts
$6.57M +$120K +2,498 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$6.47M -$9.92M -206,861 -61%
HCA
38
Heck Capital Advisors
Wisconsin
$6.22M +$668K +13,935 +12%
PA
39
Procyon Advisors
Connecticut
$6.13M +$6.06M +126,511 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.97M +$533K +11,120 +10%
OIA
41
OneDigital Investment Advisors
Kansas
$5.92M +$5.86M +122,178 New
JC
42
JB Capital
Connecticut
$5.69M +$1.1M +22,926 +24%
CW
43
CreativeOne Wealth
Kansas
$5.45M +$84.9K +1,771 +2%
IAN
44
Integrated Advisors Network
Texas
$4.68M +$16.1K +336 +0.3%
WI
45
WrapManager Inc
California
$4.08M -$602K -12,568 -13%
NAM
46
NorthCrest Asset Manangement
Minnesota
$4.04M +$155K +3,233 +4%
TWP
47
Triad Wealth Partners
Kansas
$3.87M +$1.18M +24,591 +45%
SA
48
Sanctuary Advisors
Indiana
$3.84M +$172K +3,592 +5%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$3.82M -$11.5K -240 -0.3%
PCA
50
Prosperity Capital Advisors
Ohio
$3.71M +$587K +12,255 +19%