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iShares AAA-A Rated Corporate Bond ETF

166 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
PAG
126
Private Advisor Group
New Jersey
$275K
MWM
127
Maripau Wealth Management
Indiana
$273K
Comerica Bank
128
Comerica Bank
Texas
$253K
ACA
129
Aptus Capital Advisors
Alabama
$245K
TPW
130
Transatlantique Private Wealth
New York
$243K
LFA
131
LGT Financial Advisors
Texas
$240K
FFA
132
Fortune Financial Advisors
Kansas
$236K
PWM
133
Perigon Wealth Management
California
$225K
ACP
134
Argyle Capital Partners
California
$223K
GWP
135
Gateway Wealth Partners
Wisconsin
$220K
CNB
136
Camden National Bank
Maine
$216K
RFN
137
RDA Financial Network
Iowa
$213K
CB
138
Centennial Bank
Arkansas
$199K
BlackRock
139
BlackRock
New York
$189K
GRP
140
Global Retirement Partners
California
$140K
IA
141
IFP Advisors
Florida
$102K
FHA
142
First Horizon Advisors
Tennessee
$93.8K
PTC
143
Private Trust Company
Ohio
$83.3K
YDMI
144
Y.D. More Investments
Israel
$75.1K
MYIA
145
Mount Yale Investment Advisors
Colorado
$69.6K
GWANC
146
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.3K
LWA
147
Lowe Wealth Advisors
Maryland
$45.2K
AC
148
AlphaCore Capital
California
$27.5K
GSWM
149
Golden State Wealth Management
California
$23.8K
SS
150
Sunbelt Securities
Texas
$21.8K