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iShares AAA-A Rated Corporate Bond ETF

171 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, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

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
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$1.29M +$236K +5,017 +23%
NA
77
NewEdge Advisors
Louisiana
$1.28M +$187K +3,982 +18%
SXL
78
Summit X LLC
Missouri
$1.06M +$45.9K +976 +5%
BIA
79
Bigelow Investment Advisors
Maine
$996K +$22.4K +476 +2%
AFW
80
Avantra Family Wealth
Pennsylvania
$969K -$42.6K -905 -4%
AFG
81
Atomi Financial Group
New York
$955K -$157K -3,326 -14%
HFA
82
High Falls Advisors
New York
$884K -$187K -3,963 -18%
AFP
83
Ausdal Financial Partners
Iowa
$866K +$34.5K +732 +4%
GC
84
Guggenheim Capital
Illinois
$816K +$443K +9,403 +123%
PP
85
Prudential plc
United Kingdom
$813K -$266K -5,650 -25%
Stifel Financial
86
Stifel Financial
Missouri
$811K -$27.7K -588 -3%
LG
87
Leuthold Group
Minnesota
$808K +$536K +11,397 +208%
CI
88
Cambiar Investors
Colorado
$786K +$1.46K +31 +0.2%
SB
89
Sunflower Bank
Texas
$761K
CCP
90
Cushing Capital Partners
Wisconsin
$755K -$565K -12,000 -43%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$711K +$283K +6,021 +68%
SWM
92
SigFig Wealth Management
California
$667K +$20.8K +441 +3%
EB
93
Eastern Bank
Massachusetts
$662K -$960K -20,408 -60%
KFGK
94
Keystone Financial Group (Kentucky)
Kentucky
$644K +$51.6K +1,097 +9%
CAG
95
Csenge Advisory Group
Florida
$637K +$12.6K +268 +2%
DA
96
Detalus Advisors
Missouri
$626K +$251K +5,326 +69%
BFA
97
Beaumont Financial Advisors
Massachusetts
$614K -$15.7K -333 -3%
BF
98
BOK Financial
Oklahoma
$569K
RPCA
99
Running Point Capital Advisors
California
$569K +$82K +1,742 +17%
MIH
100
Meitav Investment House
Israel
$563K -$103K -2,199 -16%

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.