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iShares AAA-A Rated Corporate Bond ETF

186 hedge funds and large institutions have $1.16B invested in iShares AAA-A Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

2% less capital invested

Capital invested by funds: $1.19B → $1.16B (-$26.5M)

3% less funds holding

Funds holding: 191186 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
65
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$581K -$58K -1,206 -9%
TWCA
102
Two West Capital Advisors
Kansas
$569K +$240K +4,993 +72%
AFW
103
Avantra Family Wealth
Pennsylvania
$563K -$103K -2,149 -15%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$561K -$156K -3,250 -22%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$552K +$34.6K +719 +7%
IAN
106
Integrated Advisors Network
Texas
$536K -$685K -14,245 -56%
WIA
107
World Investment Advisors
California
$519K -$112K -2,323 -18%
GM
108
GeoWealth Management
Illinois
$513K +$33.9K +706 +7%
MWA
109
Monograph Wealth Advisors
California
$499K
NA
110
NewEdge Advisors
Louisiana
$498K -$411K -8,549 -45%
SCA
111
Snowden Capital Advisors
New York
$488K +$116K +2,423 +31%
ASN
112
Advisory Services Network
Georgia
$485K -$53.4K -1,112 -10%
SMI
113
Shelter Mutual Insurance
Missouri
$476K
ANTB
114
AMG National Trust Bank
Colorado
$469K +$24K +500 +5%
AFP
115
Ausdal Financial Partners
Iowa
$467K -$431K -8,969 -48%
MYIA
116
Mount Yale Investment Advisors
Colorado
$462K +$148K +3,075 +46%
PWM
117
Pacific Wealth Management
California
$452K -$14.7M -305,584 -97%
PFPG
118
Pinnacle Financial Partners (Georgia)
Georgia
$411K +$48 +1 +0%
CIA
119
Concurrent Investment Advisors
Florida
$402K +$406K +8,455 New
PTC
120
Private Trust Company
Ohio
$395K +$110K +2,287 +38%
CT
121
Colonial Trust
South Carolina
$388K -$122K -2,545 -24%
KWM
122
Keebeck Wealth Management
Illinois
$387K +$390K +8,123 New
CWM
123
Consultiva Wealth Management
Puerto Rico
$381K
VR
124
Vision Retirement
New Jersey
$379K -$206K -4,285 -35%
Mariner
125
Mariner
Kansas
$358K +$361K +7,514 New