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iShares AAA-A Rated Corporate Bond ETF

187 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$164M)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
KAS
101
Kestra Advisory Services
Texas
$633K
SW
102
Simplicity Wealth
New Jersey
$632K
BFA
103
Beaumont Financial Advisors
Massachusetts
$618K
BCL
104
BDFS Capital LLC
Delaware
$601K
Corient Private Wealth
105
Corient Private Wealth
Florida
$596K
GAA
106
Global Assets Advisory
Florida
$586K
ASN
107
Advisory Services Network
Georgia
$544K
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$529K
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$523K
MBT
110
Montecito Bank & Trust
California
$519K
CT
111
Colonial Trust
South Carolina
$514K
CB
112
Centennial Bank
Arkansas
$506K
MWA
113
Monograph Wealth Advisors
California
$504K
HFA
114
High Falls Advisors
New York
$494K
GM
115
GeoWealth Management
Illinois
$485K
SMI
116
Shelter Mutual Insurance
Missouri
$481K
MOS
117
MGO One Seven
Ohio
$464K
ANTB
118
AMG National Trust Bank
Colorado
$450K
OP
119
ORG Partners
Indiana
$435K
WIA
120
World Investment Advisors
California
$429K
MIH
121
Meitav Investment House
Israel
$419K
PFPG
122
Pinnacle Financial Partners (Georgia)
Georgia
$415K
SWM
123
SigFig Wealth Management
California
$405K
LFG
124
Lockerman Financial Group
California
$395K
CWM
125
Consultiva Wealth Management
Puerto Rico
$385K