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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

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)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
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
GWP
126
Gateway Wealth Partners
Wisconsin
$344K
MOS
127
MGO One Seven
Ohio
$334K
MIH
128
Meitav Investment House
Israel
$332K
LFG
129
Lockerman Financial Group
California
$332K
MCWA
130
Meadow Creek Wealth Advisors
Georgia
$328K
OCA
131
OpenArc Corporate Advisory
Georgia
$316K
SWM
132
SigFig Wealth Management
California
$309K
WCG
133
Weaver Consulting Group
California
$305K
SIM
134
Synergy Investment Management
Florida
$304K
GWMR
135
GC Wealth Management RIA
Massachusetts
$301K
SA
136
Skyline Advisors
Washington
$297K
QCM
137
Quantinno Capital Management
New York
$273K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$255K
SFS
139
Security Financial Services
Indiana
$252K
FFA
140
Farther Finance Advisors
California
$252K
PFA
141
Professional Financial Advisors
Nebraska
$248K
EFG
142
Embree Financial Group
Illinois
$246K
AWM
143
AE Wealth Management
Kansas
$243K
Corient Private Wealth
144
Corient Private Wealth
Florida
$239K
SWP
145
Stratos Wealth Partners
Ohio
$236K
TVAMP
146
Tennessee Valley Asset Management Partners
Tennessee
$231K
RRA
147
Red Reef Advisors
Florida
$231K
LG
148
Leuthold Group
Minnesota
$221K
ACP
149
Argyle Capital Partners
California
$221K
AAS
150
Ameritas Advisory Services
Nebraska
$221K