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iShares AAA-A Rated Corporate Bond ETF

166 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 18 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AAS
101
Ameritas Advisory Services
Nebraska
$513K
MWA
102
Monograph Wealth Advisors
California
$502K
B
103
Bailard
California
$501K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$494K
SMI
105
Shelter Mutual Insurance
Missouri
$479K
ANTB
106
AMG National Trust Bank
Colorado
$471K
WWG
107
West Wealth Group
California
$417K
SAW
108
Signal Advisors Wealth
Michigan
$404K
SIM
109
Synergy Investment Management
Florida
$393K
CWM
110
Consultiva Wealth Management
Puerto Rico
$383K
AAS
111
Annex Advisory Services
Wisconsin
$381K
SCA
112
Snowden Capital Advisors
New York
$375K
MCWA
113
Meadow Creek Wealth Advisors
Georgia
$365K
HH
114
Hilltop Holdings
Texas
$363K
HF
115
HRT Financial
New York
$349K
DAS
116
Dynamic Advisor Solutions
Arizona
$339K
KAS
117
Kestra Advisory Services
Texas
$329K
IA
118
IFG Advisory
Georgia
$322K
CPWA
119
Cerro Pacific Wealth Advisors
California
$320K
SFS
120
Security Financial Services
Indiana
$318K
FA
121
Fortis Advisors
Pennsylvania
$316K
OPWM
122
Oregon Pacific Wealth Management
Oregon
$296K
KSWA
123
Kathleen S. Wright Associates
Pennsylvania
$292K
LFG
124
Lockerman Financial Group
California
$288K
KWM
125
Keebeck Wealth Management
Illinois
$275K