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iShares AAA-A Rated Corporate Bond ETF

171 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 19 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 24 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)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
171
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
WIA
101
World Investment Advisors
California
$533K
CT
102
Colonial Trust
South Carolina
$519K
AAS
103
Ameritas Advisory Services
Nebraska
$513K
MWA
104
Monograph Wealth Advisors
California
$502K
B
105
Bailard
California
$501K
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$494K
SMI
107
Shelter Mutual Insurance
Missouri
$479K
ANTB
108
AMG National Trust Bank
Colorado
$471K
WWG
109
West Wealth Group
California
$417K
SAW
110
Signal Advisors Wealth
Michigan
$404K
SIM
111
Synergy Investment Management
Florida
$393K
CWM
112
Consultiva Wealth Management
Puerto Rico
$383K
AAS
113
Annex Advisory Services
Wisconsin
$381K
SCA
114
Snowden Capital Advisors
New York
$375K
PFP
115
Pinnacle Financial Partners
Tennessee
$371K
MCWA
116
Meadow Creek Wealth Advisors
Georgia
$365K
HH
117
Hilltop Holdings
Texas
$363K
HF
118
HRT Financial
New York
$349K
DAS
119
Dynamic Advisor Solutions
Arizona
$339K
KAS
120
Kestra Advisory Services
Texas
$329K
IA
121
IFG Advisory
Georgia
$322K
CPWA
122
Cerro Pacific Wealth Advisors
California
$320K
SFS
123
Security Financial Services
Indiana
$318K
FA
124
Fortis Advisors
Pennsylvania
$316K
OPWM
125
Oregon Pacific Wealth Management
Oregon
$296K