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iShares AAA-A Rated Corporate Bond ETF

191 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185191 (+6)

7.96% less ownership

Funds ownership: 77.11%69.14% (-8%)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$3.4M -$2.02M -41,678 -37%
CCFM
52
Clear Creek Financial Management
Washington
$3.17M -$432K -8,929 -12%
GEA
53
Glen Eagle Advisors
New Jersey
$3.16M +$193K +3,989 +6%
AWM
54
AE Wealth Management
Kansas
$3.14M +$213K +4,398 +7%
PCA
55
Prosperity Capital Advisors
Ohio
$3M -$689K -14,224 -19%
Osaic Holdings
56
Osaic Holdings
Arizona
$2.95M -$3.52M -72,646 -54%
SA
57
Sanctuary Advisors
Indiana
$2.87M -$953K -19,688 -25%
Citadel Advisors
58
Citadel Advisors
Florida
$2.79M +$2.81M +58,102 New
DWM
59
Diversify Wealth Management
Utah
$2.74M +$2.75M +56,813 New
PFA
60
Petra Financial Advisors
Colorado
$2.74M +$4.65K +96 +0.2%
SWP
61
ShoreHaven Wealth Partners
New Jersey
$2.7M -$1.1M -22,627 -29%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$2.6M -$148K -3,050 -5%
UCFA
63
United Capital Financial Advisors
Texas
$2.6M +$59.2K +1,223 +2%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$2.57M +$483K +9,981 +23%
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$2.52M -$550K -11,367 -18%
NP
66
NorthRock Partners
Minnesota
$2.48M +$723K +14,933 +41%
CFG
67
Cornerstone Financial Group
Nebraska
$2.22M +$29K +599 +1%
SC
68
Shuttleworth & Co
Ohio
$2.11M +$259K +5,348 +14%
RWM
69
RKL Wealth Management
Pennsylvania
$2.03M +$22.9K +473 +1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.95M +$751K +15,507 +62%
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$1.84M -$41.8K -863 -2%
ETS
72
ESL Trust Services
New York
$1.8M +$162K +3,337 +10%
BlackRock
73
BlackRock
New York
$1.76M -$73K -1,507 -4%
GC
74
Guggenheim Capital
Illinois
$1.73M +$251K +5,176 +17%
Stifel Financial
75
Stifel Financial
Missouri
$1.71M -$85.7K -1,771 -5%