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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

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Security Financial Services
Indiana
$582K +$256K +5,349 +80%
ASN
102
Advisory Services Network
Georgia
$579K +$573K +11,954 New
BF
103
BOK Financial
Oklahoma
$577K
RPCA
104
Running Point Capital Advisors
California
$576K
SW
105
Simplicity Wealth
New Jersey
$576K -$1.27M -26,466 -69%
SAW
106
Signal Advisors Wealth
Michigan
$546K +$135K +2,811 +33%
CT
107
Colonial Trust
South Carolina
$526K
MBT
108
Montecito Bank & Trust
California
$523K +$517K +10,783 New
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 -$66.3K -1,383 -12%
TFA
112
Transamerica Financial Advisors
Florida
$496K +$490K +10,231 New
SMI
113
Shelter Mutual Insurance
Missouri
$485K
ANTB
114
AMG National Trust Bank
Colorado
$477K
SIM
115
Synergy Investment Management
Florida
$474K +$75.3K +1,570 +19%
HF
116
HRT Financial
New York
$467K +$112K +2,327 +32%
OP
117
ORG Partners
Indiana
$443K +$438K +9,143 New
HH
118
Hilltop Holdings
Texas
$411K +$42.9K +895 +12%
KAS
119
Kestra Advisory Services
Texas
$409K +$74.3K +1,550 +23%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$396K +$392K +8,178 New
CWM
121
Consultiva Wealth Management
Puerto Rico
$388K
IA
122
IFG Advisory
Georgia
$376K +$50K +1,043 +16%
PFPT
123
Pinnacle Financial Partners (Tennessee)
Tennessee
$376K
SCA
124
Snowden Capital Advisors
New York
$375K -$4.94K -103 -1%
MCWA
125
Meadow Creek Wealth Advisors
Georgia
$372K