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iShares AAA-A Rated Corporate Bond ETF

191 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 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185191 (+6)

7.96% less ownership

Funds ownership: 77.11%69.14% (-8%)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$645K -$277K -5,729 -30%
WIA
102
World Investment Advisors
California
$636K -$15.2K -315 -2%
KAS
103
Kestra Advisory Services
Texas
$633K +$228K +4,720 +56%
SW
104
Simplicity Wealth
New Jersey
$632K +$60.7K +1,254 +11%
BFA
105
Beaumont Financial Advisors
Massachusetts
$618K
BC
106
BDFS Capital
Delaware
$601K +$605K +12,504 New
VR
107
Vision Retirement
New Jersey
$589K +$593K +12,241 New
GAA
108
Global Assets Advisory
Florida
$586K +$589K +12,176 New
ASN
109
Advisory Services Network
Georgia
$544K -$31.2K -645 -5%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$529K +$28.6K +590 +6%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$523K +$131K +2,702 +33%
MBT
112
Montecito Bank & Trust
California
$519K
CT
113
Colonial Trust
South Carolina
$514K -$7.36K -152 -1%
CB
114
Centennial Bank
Arkansas
$506K +$303K +6,250 +146%
MWA
115
Monograph Wealth Advisors
California
$504K
HFA
116
High Falls Advisors
New York
$494K -$333K -6,875 -40%
GM
117
GeoWealth Management
Illinois
$485K -$191K -3,953 -28%
SMI
118
Shelter Mutual Insurance
Missouri
$481K
MOS
119
MGO One Seven
Ohio
$464K +$467K +9,650 New
ANTB
120
AMG National Trust Bank
Colorado
$450K -$24.2K -500 -5%
OP
121
ORG Partners
Indiana
$435K -$4.99K -103 -1%
MIH
122
Meitav Investment House
Israel
$419K -$80.3K -1,659 -16%
PFPG
123
Pinnacle Financial Partners (Georgia)
Georgia
$415K +$418K +8,627 New
SWM
124
SigFig Wealth Management
California
$405K -$290K -5,992 -42%
LFG
125
Lockerman Financial Group
California
$395K -$238K -4,921 -37%