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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$3.63M +$3.59M +74,944 New
MPPLM
52
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.46M +$23.2K +484 +0.7%
QPWM
53
Quadrant Private Wealth Management
Pennsylvania
$3.09M +$307K +6,408 +11%
GEA
54
Glen Eagle Advisors
New Jersey
$2.99M +$292K +6,091 +11%
AWM
55
AE Wealth Management
Kansas
$2.95M +$623K +12,989 +27%
SFA
56
Sequoia Financial Advisors
Ohio
$2.91M -$9.49K -198 -0.3%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$2.77M -$60.9K -1,270 -2%
PFA
58
Petra Financial Advisors
Colorado
$2.75M +$72.1K +1,504 +3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.6M -$4.21M -87,810 -62%
UCFA
60
United Capital Financial Advisors
Texas
$2.56M +$2.53M +52,807 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$891K +18,588 +62%
BCI
62
Brinker Capital Investments
Pennsylvania
$2.28M +$971K +20,266 +75%
CFG
63
Cornerstone Financial Group
Nebraska
$2.21M +$166K +3,468 +8%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$2.1M +$2.08M +43,397 New
RWM
65
RKL Wealth Management
Pennsylvania
$2.02M -$84.9K -1,772 -4%
I
66
INVST
Indiana
$2.02M +$337K +7,040 +20%
LFASL
67
Lugano Financial Advisors SA (LFA)
Switzerland
$1.89M -$20.3K -423 -1%
SC
68
Shuttleworth & Co
Ohio
$1.87M +$1.85M +38,551 New
BlackRock
69
BlackRock
New York
$1.85M +$1.64M +34,185 +866%
Stifel Financial
70
Stifel Financial
Missouri
$1.81M +$982K +20,488 +121%
NP
71
NorthRock Partners
Minnesota
$1.77M +$1.75M +36,570 New
BFG
72
Beacon Financial Group
Texas
$1.66M -$86.8K -1,810 -5%
ETS
73
ESL Trust Services
New York
$1.65M -$52.7K -1,100 -3%
HA
74
Hanover Advisors
South Carolina
$1.59M -$31.7K -661 -2%
GC
75
Guggenheim Capital
Illinois
$1.49M +$655K +13,669 +80%