We are live on ! Find out more
QLTA icon

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
SFA
76
Sequoia Financial Advisors
Ohio
$1.69M -$1.2M -24,718 -41%
HA
77
Hanover Advisors
South Carolina
$1.48M -$91.3K -1,887 -6%
DWS
78
Dynamic Wealth Strategies
California
$1.3M +$70K +1,446 +6%
I
79
INVST
Indiana
$1.25M -$759K -15,671 -38%
IAN
80
Integrated Advisors Network
Texas
$1.23M -$3.44M -71,113 -74%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.19M +$592K +12,235 +97%
BIA
82
Bigelow Investment Advisors
Maine
$1.19M +$160K +3,309 +15%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.18M -$1.09M -22,502 -48%
FCH
84
Freestone Capital Holdings
Washington
$1.13M +$198K +4,084 +21%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$1.12M +$241K +4,977 +27%
DA
86
Detalus Advisors
Missouri
$1.11M -$64.5K -1,333 -5%
SFM
87
Signet Financial Management
New Jersey
$1.05M -$415K -8,571 -28%
AFG
88
Atomi Financial Group
New York
$945K -$9.39K -194 -1%
NA
89
NewEdge Advisors
Louisiana
$914K -$157K -3,253 -15%
AFP
90
Ausdal Financial Partners
Iowa
$903K -$30.7K -634 -3%
IWA
91
Icon Wealth Advisors
Texas
$832K -$623K -12,870 -43%
CCP
92
Cushing Capital Partners
Wisconsin
$817K -$14K -290 -2%
RPCA
93
Running Point Capital Advisors
California
$787K +$217K +4,481 +38%
CI
94
Cambiar Investors
Colorado
$786K -$3.34K -69 -0.4%
SB
95
Sunflower Bank
Texas
$765K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$724K +$119K +2,464 +20%
GS
97
GTS Securities
New York
$722K +$726K +15,007 New
AAP
98
Arax Advisory Partners
Colorado
$687K +$692K +14,286 New
AFW
99
Avantra Family Wealth
Pennsylvania
$673K -$329K -6,802 -33%
TFA
100
Transamerica Financial Advisors
Florida
$671K +$180K +3,723 +36%