We are live on ! Find out more
QLTA icon

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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$3.61M -$139K -2,882 -4%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.47M -$2.74M -56,948 -44%
NP
53
NorthRock Partners
Minnesota
$3.32M +$874K +18,179 +35%
JC
54
JB Capital
Connecticut
$3.19M -$574K -11,942 -15%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.11M +$202K +4,194 +7%
TWP
56
Triad Wealth Partners
Kansas
$3.05M -$477K -9,932 -13%
NAM
57
NorthCrest Asset Manangement
Minnesota
$3M -$1.14M -23,782 -27%
IP
58
Isthmus Partners
Wisconsin
$2.85M +$2.88M +59,976 New
PFA
59
Petra Financial Advisors
Colorado
$2.81M +$106K +2,211 +4%
CW
60
CreativeOne Wealth
Kansas
$2.69M -$678K -14,117 -20%
SC
61
Shuttleworth & Co
Ohio
$2.61M +$521K +10,846 +25%
PCA
62
Prosperity Capital Advisors
Ohio
$2.57M -$400K -8,320 -13%
CFG
63
Cornerstone Financial Group
Nebraska
$2.54M +$350K +7,284 +16%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$2.48M -$97.1K -2,020 -4%
GC
65
Guggenheim Capital
Illinois
$2.23M +$529K +11,014 +31%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$2.22M -$3.1M -64,536 -58%
SWP
67
ShoreHaven Wealth Partners
New Jersey
$2.12M -$555K -11,538 -21%
SA
68
Sanctuary Advisors
Indiana
$2.09M -$756K -15,730 -26%
ETS
69
ESL Trust Services
New York
$2M +$229K +4,760 +13%
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$1.9M -$597K -12,431 -24%
RWM
71
RKL Wealth Management
Pennsylvania
$1.83M -$173K -3,602 -9%
LFASL
72
Lugano Financial Advisors SA (LFA)
Switzerland
$1.8M -$4.47K -93 -0.2%
Stifel Financial
73
Stifel Financial
Missouri
$1.58M -$117K -2,429 -7%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$1.5M +$406K +8,452 +36%
HA
75
Hanover Advisors
South Carolina
$1.49M +$23.1K +480 +2%