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iShares AAA-A Rated Corporate Bond ETF

185 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, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 79

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.9M
2 +$11.5M
3 +$8.29M
4
DWM
Diversify Wealth Management
Utah
+$6.89M
5
UBS Group
UBS Group
Switzerland
+$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$581K
TWCA
102
Two West Capital Advisors
Kansas
$569K
AFW
103
Avantra Family Wealth
Pennsylvania
$563K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$561K
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$552K
IAN
106
Integrated Advisors Network
Texas
$536K
WIA
107
World Investment Advisors
California
$519K
GM
108
GeoWealth Management
Illinois
$513K
MWA
109
Monograph Wealth Advisors
California
$499K
SCA
110
Snowden Capital Advisors
New York
$488K
ASN
111
Advisory Services Network
Georgia
$485K
SMI
112
Shelter Mutual Insurance
Missouri
$476K
ANTB
113
AMG National Trust Bank
Colorado
$469K
AFP
114
Ausdal Financial Partners
Iowa
$467K
MYIA
115
Mount Yale Investment Advisors
Colorado
$462K
PWM
116
Pacific Wealth Management
California
$452K
PFPG
117
Pinnacle Financial Partners (Georgia)
Georgia
$411K
CIA
118
Concurrent Investment Advisors
Florida
$402K
PTC
119
Private Trust Company
Ohio
$395K
CT
120
Colonial Trust
South Carolina
$388K
KWM
121
Keebeck Wealth Management
Illinois
$387K
CWM
122
Consultiva Wealth Management
Puerto Rico
$381K
VR
123
Vision Retirement
New Jersey
$379K
Mariner
124
Mariner
Kansas
$358K
GWP
125
Gateway Wealth Partners
Wisconsin
$344K