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iShares AAA-A Rated Corporate Bond ETF

171 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, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

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
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
126
Kathleen S. Wright Associates
Pennsylvania
$292K
LFG
127
Lockerman Financial Group
California
$288K +$13.7K +292 +5%
KWM
128
Keebeck Wealth Management
Illinois
$275K -$17.7K -377 -6%
PAG
129
Private Advisor Group
New Jersey
$275K +$659 +14 +0.2%
MWM
130
Maripau Wealth Management
Indiana
$273K -$201K -4,265 -43%
Comerica Bank
131
Comerica Bank
Texas
$253K +$60.9K +1,294 +32%
ACA
132
Aptus Capital Advisors
Alabama
$245K -$90.8K -1,929 -27%
TPW
133
Transatlantique Private Wealth
New York
$243K +$239K +5,088 New
LFA
134
LGT Financial Advisors
Texas
$240K -$1.13K -24 -0.5%
FFA
135
Fortune Financial Advisors
Kansas
$236K -$13.8K -294 -6%
PWM
136
Perigon Wealth Management
California
$225K -$3.77K -80 -2%
ACP
137
Argyle Capital Partners
California
$223K
GWP
138
Gateway Wealth Partners
Wisconsin
$220K -$23.8K -505 -10%
CNB
139
Camden National Bank
Maine
$216K +$1.03K +22 +0.5%
BW
140
Blalock Williams
Alabama
$216K +$212K +4,513 New
RFN
141
RDA Financial Network
Iowa
$213K +$210K +4,453 New
CB
142
Centennial Bank
Arkansas
$199K +$41.2K +875 +27%
BlackRock
143
BlackRock
New York
$189K -$1.59M -33,729 -90%
GRP
144
Global Retirement Partners
California
$140K +$138K +2,932 New
IA
145
IFP Advisors
Florida
$102K +$50.7K +1,078 +102%
FHA
146
First Horizon Advisors
Tennessee
$93.8K -$25.5K -542 -22%
PTC
147
Private Trust Company
Ohio
$83.3K -$45.1K -958 -35%
YDMI
148
Y.D. More Investments
Israel
$75.1K +$29.5K +627 +66%
MYIA
149
Mount Yale Investment Advisors
Colorado
$69.6K +$68.4K +1,454 New
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.3K -$81.9K -1,740 -64%

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.