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iShares AAA-A Rated Corporate Bond ETF

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$56.6M
2 +$37.9M
3 +$23.4M
4
Goldman Sachs
Goldman Sachs
New York
+$14.4M
5
Morgan Stanley
Morgan Stanley
New York
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$565K
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$492K
RPCA
103
Running Point Capital Advisors
California
$482K
MBT
104
Montecito Bank & Trust
California
$479K
SMI
105
Shelter Mutual Insurance
Missouri
$476K
MWM
106
Maripau Wealth Management
Indiana
$474K
OMC
107
Old Mission Capital
Illinois
$470K
ANTB
108
AMG National Trust Bank
Colorado
$468K
CA
109
Claro Advisors
Massachusetts
$460K
DAS
110
Dynamic Advisor Solutions
Arizona
$459K
SIM
111
Synergy Investment Management
Florida
$443K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$423K
TVAMP
113
Tennessee Valley Asset Management Partners
Tennessee
$408K
PFP
114
Pinnacle Financial Partners
Tennessee
$388K
CWM
115
Consultiva Wealth Management
Puerto Rico
$380K
WWG
116
West Wealth Group
California
$378K
SCA
117
Snowden Capital Advisors
New York
$373K
DA
118
Detalus Advisors
Missouri
$369K
GC
119
Guggenheim Capital
Illinois
$364K
MCWA
120
Meadow Creek Wealth Advisors
Georgia
$362K
ACA
121
Aptus Capital Advisors
Alabama
$335K
FA
122
Fortis Advisors
Pennsylvania
$319K
CPWA
123
Cerro Pacific Wealth Advisors
California
$313K
OPWM
124
Oregon Pacific Wealth Management
Oregon
$305K
KWM
125
Keebeck Wealth Management
Illinois
$291K