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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
SFM
76
Signet Financial Management
New Jersey
$1.47M +$157K +3,267 +12%
IWA
77
Icon Wealth Advisors
Texas
$1.46M +$575 +12 +0%
DWS
78
Dynamic Wealth Strategies
California
$1.24M -$99.9K -2,084 -8%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.21M -$155K -3,235 -11%
DA
80
Detalus Advisors
Missouri
$1.18M +$540K +11,261 +86%
NA
81
NewEdge Advisors
Louisiana
$1.08M -$213K -4,453 -17%
BIA
82
Bigelow Investment Advisors
Maine
$1.04M +$26.8K +560 +3%
AFW
83
Avantra Family Wealth
Pennsylvania
$1.01M +$25.7K +536 +3%
AFG
84
Atomi Financial Group
New York
$962K -$5.37K -112 -0.6%
FCH
85
Freestone Capital Holdings
Washington
$943K +$932K +19,447 New
AFP
86
Ausdal Financial Partners
Iowa
$941K +$62.7K +1,309 +7%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$928K +$272K +5,672 +42%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$891K +$167K +3,476 +23%
Jane Street
89
Jane Street
New York
$888K +$879K +18,330 New
CCP
90
Cushing Capital Partners
Wisconsin
$838K +$72K +1,503 +10%
HFA
91
High Falls Advisors
New York
$832K -$63.2K -1,319 -7%
CI
92
Cambiar Investors
Colorado
$795K -$1.49K -31 -0.2%
SB
93
Sunflower Bank
Texas
$771K
SWM
94
SigFig Wealth Management
California
$699K +$20K +418 +3%
GM
95
GeoWealth Management
Illinois
$680K +$673K +14,030 New
WIA
96
World Investment Advisors
California
$656K +$115K +2,394 +21%
LFG
97
Lockerman Financial Group
California
$637K +$341K +7,107 +118%
BFA
98
Beaumont Financial Advisors
Massachusetts
$622K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$610K +$603K +12,582 New
Corient Private Wealth
100
Corient Private Wealth
Florida
$608K +$602K +12,549 New