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iShares AAA-A Rated Corporate Bond ETF

186 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, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

2% less capital invested

Capital invested by funds: $1.19B → $1.16B (-$26.5M)

3% less funds holding

Funds holding: 191186 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
65
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Fonville Wealth Management
Virginia
$10.2M +$781K +16,244 +8%
DWM
27
Diversify Wealth Management
Utah
$9.5M +$6.89M +143,304 +252%
MAM
28
Madison Asset Management
Wisconsin
$9.41M +$464K +9,649 +5%
OIA
29
OneDigital Investment Advisors
Kansas
$8.75M +$3.11M +64,770 +54%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.29M +$133K +2,773 +2%
SIAM
31
Sterling Investment Advisors (Missouri)
Missouri
$8.21M +$185K +3,847 +2%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$7.51M +$9.42K +196 +0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$7.02M +$4.29M +89,320 +154%
HCA
34
Heck Capital Advisors
Wisconsin
$6.71M +$41.9K +871 +0.6%
Jane Street
35
Jane Street
New York
$6.06M +$6.12M +127,397 New
Creative Planning
36
Creative Planning
Kansas
$5.69M -$612K -12,730 -10%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$5.3M -$4.26M -88,647 -44%
WI
38
WrapManager Inc
California
$5.18M +$1.3M +27,138 +33%
PA
39
Procyon Advisors
Connecticut
$5.11M -$753K -15,660 -13%
CWMGP
40
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.82M +$4.87M +101,235 New
CC
41
Climber Capital
Switzerland
$4.39M -$1.08M -22,500 -19%
IWC
42
Integrated Wealth Concepts
Massachusetts
$4.33M -$42.1K -877 -1%
PAS
43
Park Avenue Securities
New York
$4.33M -$476K -9,901 -10%
BlackRock
44
BlackRock
New York
$3.9M +$2.17M +45,244 +124%
CIM
45
Catalyst Investment Management
New Hampshire
$3.9M -$594K -12,366 -13%
CCFM
46
Clear Creek Financial Management
Washington
$3.78M +$646K +13,434 +20%
GEA
47
Glen Eagle Advisors
New Jersey
$3.76M +$632K +13,152 +20%
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.75M +$217K +4,521 +6%
CB
49
Centennial Bank
Arkansas
$3.72M +$3.25M +67,573 +642%
UCFA
50
United Capital Financial Advisors
Texas
$3.68M +$1.13M +23,447 +43%