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iShares AAA-A Rated Corporate Bond ETF

191 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 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185191 (+6)

7.96% less ownership

Funds ownership: 77.11%69.14% (-8%)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
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 -$3.85M -79,588 -23%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$9.62M -$7.99M -165,059 -45%
FWM
28
Fonville Wealth Management
Virginia
$9.53M +$611K +12,630 +7%
DAS
29
Diversify Advisory Services
Utah
$9.44M -$1.53M -31,663 -14%
MAM
30
Madison Asset Management
Wisconsin
$9.05M -$166K -3,434 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.25M -$2.47K -51 -0%
SIAM
32
Sterling Investment Advisors (Missouri)
Missouri
$8.11M +$316K +6,528 +4%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$7.58M +$440K +9,089 +6%
HCA
34
Heck Capital Advisors
Wisconsin
$6.74M +$567K +11,713 +9%
Creative Planning
35
Creative Planning
Kansas
$6.36M -$1.06M -21,827 -14%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.24M +$3.68M +76,094 +142%
PA
37
Procyon Advisors
Connecticut
$5.91M -$171K -3,541 -3%
OIA
38
OneDigital Investment Advisors
Kansas
$5.72M -$154K -3,191 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.34M -$589K -12,173 -10%
PAS
40
Park Avenue Securities
New York
$4.85M -$2.16M -44,581 -31%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$4.58M -$3.62M -74,857 -44%
CIM
42
Catalyst Investment Management
New Hampshire
$4.5M +$4.53M +93,635 New
CC
43
Climber Capital
Switzerland
$4.43M +$5.65M +116,807 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$4.42M -$2.12M -43,704 -32%
NAM
45
NorthCrest Asset Manangement
Minnesota
$4.18M +$168K +3,468 +4%
WI
46
WrapManager Inc
California
$3.93M -$121K -2,492 -3%
JC
47
JB Capital
Connecticut
$3.8M -$1.86M -38,376 -33%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.79M +$1.47M +30,288 +62%
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M +$142K +2,929 +4%
TWP
50
Triad Wealth Partners
Kansas
$3.56M -$275K -5,677 -7%