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iShares AAA-A Rated Corporate Bond ETF

191 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CWM
126
Consultiva Wealth Management
Puerto Rico
$385K
SCA
127
Snowden Capital Advisors
New York
$376K
SIM
128
Synergy Investment Management
Florida
$373K
SFS
129
Security Financial Services
Indiana
$347K
IA
130
IFG Advisory
Georgia
$342K
EFG
131
Embree Financial Group
Illinois
$339K
TWCA
132
Two West Capital Advisors
Kansas
$336K
MCWA
133
Meadow Creek Wealth Advisors
Georgia
$332K
SB
134
Strategic Blueprint
Georgia
$324K
CPWA
135
Cerro Pacific Wealth Advisors
California
$322K
MYIA
136
Mount Yale Investment Advisors
Colorado
$319K
DAS
137
Dynamic Advisor Solutions
Arizona
$317K
WCG
138
Weaver Consulting Group
California
$309K
OCA
139
OpenArc Corporate Advisory
Georgia
$300K
TVAMP
140
Tennessee Valley Asset Management Partners
Tennessee
$297K
LG
141
Leuthold Group
Minnesota
$293K
PTC
142
Private Trust Company
Ohio
$289K
BFG
143
Beacon Financial Group
Texas
$287K
HH
144
Hilltop Holdings
Texas
$281K
QCM
145
Quantinno Capital Management
New York
$276K
FFA
146
Farther Finance Advisors
California
$274K
EFG
147
Ehrlich Financial Group
California
$271K
EWM
148
Elevation Wealth Management
Minnesota
$266K
FA
149
Fortis Advisors
Pennsylvania
$263K
OPWM
150
Oregon Pacific Wealth Management
Oregon
$263K