QLTA icon

iShares AAA-A Rated Corporate Bond ETF

170 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 19 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 24 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)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
170
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
LFG
126
Lockerman Financial Group
California
$288K
KWM
127
Keebeck Wealth Management
Illinois
$275K
PAG
128
Private Advisor Group
New Jersey
$275K
MWM
129
Maripau Wealth Management
Indiana
$273K
Comerica Bank
130
Comerica Bank
Texas
$253K
ACA
131
Aptus Capital Advisors
Alabama
$245K
TPW
132
Transatlantique Private Wealth
New York
$243K
LFA
133
LGT Financial Advisors
Texas
$240K
FFA
134
Fortune Financial Advisors
Kansas
$236K
PWM
135
Perigon Wealth Management
California
$225K
ACP
136
Argyle Capital Partners
California
$223K
GWP
137
Gateway Wealth Partners
Wisconsin
$220K
CNB
138
Camden National Bank
Maine
$216K
BW
139
Blalock Williams
Alabama
$216K
RFN
140
RDA Financial Network
Iowa
$213K
CB
141
Centennial Bank
Arkansas
$199K
BlackRock
142
BlackRock
New York
$189K
GRP
143
Global Retirement Partners
California
$140K
IA
144
IFP Advisors
Florida
$102K
FHA
145
First Horizon Advisors
Tennessee
$93.8K
PTC
146
Private Trust Company
Ohio
$83.3K
YDMI
147
Y.D. More Investments
Israel
$75.1K
MYIA
148
Mount Yale Investment Advisors
Colorado
$69.6K
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.3K
LWA
150
Lowe Wealth Advisors
Maryland
$45.2K