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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.16B invested in iShares AAA-A Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 79

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.9M
2 +$11.5M
3 +$8.29M
4
DWM
Diversify Wealth Management
Utah
+$6.89M
5
UBS Group
UBS Group
Switzerland
+$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Fonville Wealth Management
Virginia
$10.2M
DWM
27
Diversify Wealth Management
Utah
$9.5M
MAM
28
Madison Asset Management
Wisconsin
$9.41M
OIA
29
OneDigital Investment Advisors
Kansas
$8.75M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.29M
SIAM
31
Sterling Investment Advisors (Missouri)
Missouri
$8.21M
CGFA
32
Colton Groome Financial Advisors
North Carolina
$7.51M
Citadel Advisors
33
Citadel Advisors
Florida
$7.02M
HCA
34
Heck Capital Advisors
Wisconsin
$6.71M
Jane Street
35
Jane Street
New York
$6.06M
Creative Planning
36
Creative Planning
Kansas
$5.69M
VAS
37
Vestmark Advisory Solutions
Massachusetts
$5.3M
WI
38
WrapManager Inc
California
$5.18M
PA
39
Procyon Advisors
Connecticut
$5.11M
CWMGP
40
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.82M
CC
41
Climber Capital
Switzerland
$4.39M
IWC
42
Integrated Wealth Concepts
Massachusetts
$4.33M
PAS
43
Park Avenue Securities
New York
$4.33M
BlackRock
44
BlackRock
New York
$3.9M
CIM
45
Catalyst Investment Management
New Hampshire
$3.9M
CCFM
46
Clear Creek Financial Management
Washington
$3.78M
GEA
47
Glen Eagle Advisors
New Jersey
$3.76M
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.75M
CB
49
Centennial Bank
Arkansas
$3.72M
UCFA
50
United Capital Financial Advisors
Texas
$3.68M