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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

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

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
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$533K -$373K -7,931 -42%
CT
102
Colonial Trust
South Carolina
$519K +$510K +10,846 New
AAS
103
Ameritas Advisory Services
Nebraska
$513K -$589K -12,521 -54%
MWA
104
Monograph Wealth Advisors
California
$502K +$494K +10,490 New
B
105
Bailard
California
$501K -$848K -18,011 -63%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$494K +$1.6K +34 +0.3%
SMI
107
Shelter Mutual Insurance
Missouri
$479K
ANTB
108
AMG National Trust Bank
Colorado
$471K
WWG
109
West Wealth Group
California
$417K +$35K +743 +9%
SAW
110
Signal Advisors Wealth
Michigan
$404K -$301K -6,404 -43%
SIM
111
Synergy Investment Management
Florida
$393K -$51.9K -1,103 -12%
CWM
112
Consultiva Wealth Management
Puerto Rico
$383K
AAS
113
Annex Advisory Services
Wisconsin
$381K -$879K -18,679 -70%
SCA
114
Snowden Capital Advisors
New York
$375K
PFPT
115
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K -$19.1K -406 -5%
MCWA
116
Meadow Creek Wealth Advisors
Georgia
$365K
HH
117
Hilltop Holdings
Texas
$363K +$357K +7,593 New
HF
118
HRT Financial
New York
$349K +$344K +7,308 New
DAS
119
Dynamic Advisor Solutions
Arizona
$339K -$121K -2,563 -27%
KAS
120
Kestra Advisory Services
Texas
$329K +$52.4K +1,113 +19%
IA
121
IFG Advisory
Georgia
$322K +$88.7K +1,885 +39%
CPWA
122
Cerro Pacific Wealth Advisors
California
$320K
SFS
123
Security Financial Services
Indiana
$318K +$55.5K +1,179 +22%
FA
124
Fortis Advisors
Pennsylvania
$316K -$4.75K -101 -2%
OPWM
125
Oregon Pacific Wealth Management
Oregon
$296K -$10.4K -222 -3%

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.