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iShares AAA-A Rated Corporate Bond ETF

187 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 27 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$164M)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$1.69M
HA
77
Hanover Advisors
South Carolina
$1.48M
DWS
78
Dynamic Wealth Strategies
California
$1.3M
I
79
INVST
Indiana
$1.25M
IAN
80
Integrated Advisors Network
Texas
$1.23M
BIA
81
Bigelow Investment Advisors
Maine
$1.19M
BCI
82
Brinker Capital Investments
Pennsylvania
$1.18M
FCH
83
Freestone Capital Holdings
Washington
$1.13M
Jones Financial Companies
84
Jones Financial Companies
Missouri
$1.12M
DA
85
Detalus Advisors
Missouri
$1.11M
SFM
86
Signet Financial Management
New Jersey
$1.05M
AFG
87
Atomi Financial Group
New York
$945K
NA
88
NewEdge Advisors
Louisiana
$914K
AFP
89
Ausdal Financial Partners
Iowa
$903K
IWA
90
Icon Wealth Advisors
Texas
$832K
CCP
91
Cushing Capital Partners
Wisconsin
$817K
RPCA
92
Running Point Capital Advisors
California
$787K
CI
93
Cambiar Investors
Colorado
$786K
SB
94
Sunflower Bank
Texas
$765K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$724K
GS
96
GTS Securities
New York
$722K
AAP
97
Arax Advisory Partners
Colorado
$687K
AFW
98
Avantra Family Wealth
Pennsylvania
$673K
TFA
99
Transamerica Financial Advisors
Florida
$671K
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$645K