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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
SFA
76
Sequoia Financial Advisors
Ohio
$1.45M -$233K -4,846 -14%
DWS
77
Dynamic Wealth Strategies
California
$1.36M +$72.1K +1,500 +6%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.22M -$1.34M -27,826 -52%
BIA
79
Bigelow Investment Advisors
Maine
$1.2M +$27K +562 +2%
UBS AM
80
UBS AM
Illinois
$1.11M +$1.12M +23,232 New
DA
81
Detalus Advisors
Missouri
$992K -$104K -2,159 -9%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$977K -$962K -20,012 -49%
EI
83
EFG International
$911K +$920K +19,150 New
SFM
84
Signet Financial Management
New Jersey
$895K -$146K -3,034 -14%
AFG
85
Atomi Financial Group
New York
$889K -$46.3K -964 -5%
KAS
86
Kestra Advisory Services
Texas
$886K +$263K +5,464 +42%
I
87
INVST
Indiana
$884K -$354K -7,370 -28%
BCI
88
Brinker Capital Investments
Pennsylvania
$871K -$305K -6,342 -26%
CI
89
Cambiar Investors
Colorado
$861K +$83.8K +1,744 +11%
SF
90
Summit Financial
New Jersey
$860K +$869K +18,079 New
Cerity Partners
91
Cerity Partners
New York
$822K +$830K +17,264 New
SB
92
Sunflower Bank
Texas
$757K
FCH
93
Freestone Capital Holdings
Washington
$654K -$471K -9,792 -42%
BC
94
BDFS Capital
Delaware
$620K +$25.4K +529 +4%
SW
95
Simplicity Wealth
New Jersey
$620K -$5.19K -108 -0.8%
BFA
96
Beaumont Financial Advisors
Massachusetts
$611K
MBT
97
Montecito Bank & Trust
California
$608K +$96.1K +2,000 +19%
TFA
98
Transamerica Financial Advisors
Florida
$604K -$60.6K -1,260 -9%
GAA
99
Global Assets Advisory
Florida
$596K +$16.5K +344 +3%
IWA
100
Icon Wealth Advisors
Texas
$586K -$238K -4,955 -29%