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iShares AAA-A Rated Corporate Bond ETF

187 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$164M)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$12.6M
VAS
27
Vestmark Advisory Solutions
Massachusetts
$9.62M
FWM
28
Fonville Wealth Management
Virginia
$9.53M
DAS
29
Diversify Advisory Services
Utah
$9.44M
MAM
30
Madison Asset Management
Wisconsin
$9.05M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.25M
SIAM
32
Sterling Investment Advisors (Missouri)
Missouri
$8.11M
CGFA
33
Colton Groome Financial Advisors
North Carolina
$7.58M
HCA
34
Heck Capital Advisors
Wisconsin
$6.74M
Creative Planning
35
Creative Planning
Kansas
$6.36M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.24M
PA
37
Procyon Advisors
Connecticut
$5.91M
OIA
38
OneDigital Investment Advisors
Kansas
$5.72M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.34M
PAS
40
Park Avenue Securities
New York
$4.85M
FPAS
41
Focus Partners Advisor Solutions
Missouri
$4.58M
CIM
42
Catalyst Investment Management
New Hampshire
$4.5M
CC
43
Climber Capital
Switzerland
$4.43M
IWC
44
Integrated Wealth Concepts
Massachusetts
$4.42M
NAM
45
NorthCrest Asset Manangement
Minnesota
$4.18M
WI
46
WrapManager Inc
California
$3.93M
JC
47
JB Capital
Connecticut
$3.8M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.79M
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M
TWP
50
Triad Wealth Partners
Kansas
$3.56M