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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Security Financial Services
Indiana
$582K
ASN
102
Advisory Services Network
Georgia
$579K
BF
103
BOK Financial
Oklahoma
$577K
RPCA
104
Running Point Capital Advisors
California
$576K
SW
105
Simplicity Wealth
New Jersey
$576K
SAW
106
Signal Advisors Wealth
Michigan
$546K
CT
107
Colonial Trust
South Carolina
$526K
MBT
108
Montecito Bank & Trust
California
$523K
MWA
109
Monograph Wealth Advisors
California
$508K
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$503K
MIH
111
Meitav Investment House
Israel
$503K
TFA
112
Transamerica Financial Advisors
Florida
$496K
SMI
113
Shelter Mutual Insurance
Missouri
$485K
ANTB
114
AMG National Trust Bank
Colorado
$477K
SIM
115
Synergy Investment Management
Florida
$474K
HF
116
HRT Financial
New York
$467K
OP
117
ORG Partners
Indiana
$443K
HH
118
Hilltop Holdings
Texas
$411K
KAS
119
Kestra Advisory Services
Texas
$409K
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$396K
CWM
121
Consultiva Wealth Management
Puerto Rico
$388K
IA
122
IFG Advisory
Georgia
$376K
PFPT
123
Pinnacle Financial Partners (Tennessee)
Tennessee
$376K
SCA
124
Snowden Capital Advisors
New York
$375K
MCWA
125
Meadow Creek Wealth Advisors
Georgia
$372K