QLTA icon

iShares AAA-A Rated Corporate Bond ETF

170 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 19 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 24 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)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
170
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
PCA
51
Prosperity Capital Advisors
Ohio
$3.08M
SFA
52
Sequoia Financial Advisors
Ohio
$2.88M
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$2.79M
QPWM
54
Quadrant Private Wealth Management
Pennsylvania
$2.74M
GEA
55
Glen Eagle Advisors
New Jersey
$2.66M
PFA
56
Petra Financial Advisors
Colorado
$2.64M
TWP
57
Triad Wealth Partners
Kansas
$2.64M
AWM
58
AE Wealth Management
Kansas
$2.29M
FTUS
59
Flow Traders U.S.
New York
$2.23M
RWM
60
RKL Wealth Management
Pennsylvania
$2.08M
CFG
61
Cornerstone Financial Group
Nebraska
$2.02M
LFASL
62
Lugano Financial Advisors SA (LFA)
Switzerland
$1.88M
SW
63
Simplicity Wealth
New Jersey
$1.83M
BFG
64
Beacon Financial Group
Texas
$1.73M
ETS
65
ESL Trust Services
New York
$1.68M
I
66
INVST
Indiana
$1.65M
HA
67
Hanover Advisors
South Carolina
$1.6M
AAS
68
Avantax Advisory Services
Texas
$1.58M
IWA
69
Icon Wealth Advisors
Texas
$1.44M
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.43M
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$1.35M
DWS
72
Dynamic Wealth Strategies
California
$1.33M
AWS
73
Atria Wealth Solutions
New York
$1.32M
SFM
74
Signet Financial Management
New Jersey
$1.3M
BCI
75
Brinker Capital Investments
Pennsylvania
$1.29M