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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Professional Financial Advisors
Nebraska
$364K +$360K +7,505 New
DAS
127
Dynamic Advisor Solutions
Arizona
$344K
CPWA
128
Cerro Pacific Wealth Advisors
California
$325K
MYIA
129
Mount Yale Investment Advisors
Colorado
$322K +$248K +5,182 +356%
FA
130
Fortis Advisors
Pennsylvania
$321K +$1.1K +23 +0.3%
TVAMP
131
Tennessee Valley Asset Management Partners
Tennessee
$321K +$317K +6,615 New
KSWA
132
Kathleen S. Wright Associates
Pennsylvania
$320K +$24K +500 +8%
WCG
133
Weaver Consulting Group
California
$311K +$308K +6,417 New
OPWM
134
Oregon Pacific Wealth Management
Oregon
$302K +$2.25K +47 +0.8%
LG
135
Leuthold Group
Minnesota
$291K -$521K -10,877 -64%
Comerica Bank
136
Comerica Bank
Texas
$286K +$29.6K +618 +12%
QCM
137
Quantinno Capital Management
New York
$286K +$283K +5,900 New
PAG
138
Private Advisor Group
New Jersey
$277K -$1.49K -31 -0.5%
RFN
139
RDA Financial Network
Iowa
$269K +$52.3K +1,092 +25%
PTC
140
Private Trust Company
Ohio
$258K +$172K +3,589 +206%
FTUS
141
Flow Traders U.S.
New York
$255K -$1.98M -41,377 -89%
EB
142
Eastern Bank
Massachusetts
$253K -$413K -8,610 -62%
MWM
143
Maripau Wealth Management
Indiana
$248K -$28K -584 -10%
WWG
144
West Wealth Group
California
$248K -$173K -3,615 -42%
SB
145
Strategic Blueprint
Georgia
$247K +$244K +5,091 New
IWM
146
IHT Wealth Management
Illinois
$245K +$242K +5,056 New
ACA
147
Aptus Capital Advisors
Alabama
$240K -$7.57K -158 -3%
BW
148
Blalock Williams
Alabama
$230K +$11.6K +241 +5%
ACP
149
Argyle Capital Partners
California
$226K
GWP
150
Gateway Wealth Partners
Wisconsin
$223K +$48 +1 +0%