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iShares AAA-A Rated Corporate Bond ETF

166 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SFA
51
Sequoia Financial Advisors
Ohio
$2.88M
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$2.79M
QPWM
53
Quadrant Private Wealth Management
Pennsylvania
$2.74M
GEA
54
Glen Eagle Advisors
New Jersey
$2.66M
PFA
55
Petra Financial Advisors
Colorado
$2.64M
TWP
56
Triad Wealth Partners
Kansas
$2.64M
AWM
57
AE Wealth Management
Kansas
$2.29M
FTUS
58
Flow Traders U.S.
New York
$2.23M
RWM
59
RKL Wealth Management
Pennsylvania
$2.08M
CFG
60
Cornerstone Financial Group
Nebraska
$2.02M
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$1.88M
SW
62
Simplicity Wealth
New Jersey
$1.83M
BFG
63
Beacon Financial Group
Texas
$1.73M
ETS
64
ESL Trust Services
New York
$1.68M
I
65
INVST
Indiana
$1.65M
HA
66
Hanover Advisors
South Carolina
$1.6M
AAS
67
Avantax Advisory Services
Texas
$1.58M
IWA
68
Icon Wealth Advisors
Texas
$1.44M
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1.43M
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.35M
DWS
71
Dynamic Wealth Strategies
California
$1.33M
AWS
72
Atria Wealth Solutions
New York
$1.32M
SFM
73
Signet Financial Management
New Jersey
$1.3M
BCI
74
Brinker Capital Investments
Pennsylvania
$1.29M
NA
75
NewEdge Advisors
Louisiana
$1.28M