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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

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185191 (+6)

7.96% less ownership

Funds ownership: 77.11%69.14% (-8%)

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
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
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 +$3.82K +79 +1%
SIM
128
Synergy Investment Management
Florida
$373K -$98.5K -2,035 -21%
SFS
129
Security Financial Services
Indiana
$347K -$231K -4,781 -40%
IA
130
IFG Advisory
Georgia
$342K -$31.3K -647 -8%
EFG
131
Embree Financial Group
Illinois
$339K +$129K +2,658 +61%
TWCA
132
Two West Capital Advisors
Kansas
$336K +$338K +6,980 New
MCWA
133
Meadow Creek Wealth Advisors
Georgia
$332K -$35K -722 -9%
SB
134
Strategic Blueprint
Georgia
$324K +$79.3K +1,639 +32%
CPWA
135
Cerro Pacific Wealth Advisors
California
$322K
MYIA
136
Mount Yale Investment Advisors
Colorado
$319K
DAS
137
Dynamic Advisor Solutions
Arizona
$317K -$24.7K -511 -7%
WCG
138
Weaver Consulting Group
California
$309K
OCA
139
OpenArc Corporate Advisory
Georgia
$300K +$302K +6,245 New
TVAMP
140
Tennessee Valley Asset Management Partners
Tennessee
$297K -$21.6K -446 -7%
LG
141
Leuthold Group
Minnesota
$293K +$3.97K +82 +1%
PTC
142
Private Trust Company
Ohio
$289K +$32.9K +679 +13%
BFG
143
Beacon Financial Group
Texas
$287K -$1.37M -28,310 -83%
HH
144
Hilltop Holdings
Texas
$281K -$128K -2,634 -31%
QCM
145
Quantinno Capital Management
New York
$276K -$7.6K -157 -3%
FFA
146
Farther Finance Advisors
California
$274K +$68.4K +1,413 +33%
EFG
147
Ehrlich Financial Group
California
$271K +$273K +5,633 New
EWM
148
Elevation Wealth Management
Minnesota
$266K +$268K +5,539 New
FA
149
Fortis Advisors
Pennsylvania
$263K -$55.6K -1,148 -17%
OPWM
150
Oregon Pacific Wealth Management
Oregon
$263K -$37.6K -776 -12%