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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.16B invested in iShares AAA-A Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 79

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.9M
2 +$11.5M
3 +$8.29M
4
DWM
Diversify Wealth Management
Utah
+$6.89M
5
UBS Group
UBS Group
Switzerland
+$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
126
MGO One Seven
Ohio
$334K
MIH
127
Meitav Investment House
Israel
$332K
LFG
128
Lockerman Financial Group
California
$332K
MCWA
129
Meadow Creek Wealth Advisors
Georgia
$328K
OCA
130
OpenArc Corporate Advisory
Georgia
$316K
SWM
131
SigFig Wealth Management
California
$309K
WCG
132
Weaver Consulting Group
California
$305K
SIM
133
Synergy Investment Management
Florida
$304K
GWMR
134
GC Wealth Management RIA
Massachusetts
$301K
SA
135
Skyline Advisors
Washington
$297K
QCM
136
Quantinno Capital Management
New York
$273K
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$255K
SFS
138
Security Financial Services
Indiana
$252K
FFA
139
Farther Finance Advisors
California
$252K
PFA
140
Professional Financial Advisors
Nebraska
$248K
EFG
141
Embree Financial Group
Illinois
$246K
AWM
142
AE Wealth Management
Kansas
$243K
Corient Private Wealth
143
Corient Private Wealth
Florida
$239K
SWP
144
Stratos Wealth Partners
Ohio
$236K
TVAMP
145
Tennessee Valley Asset Management Partners
Tennessee
$231K
RRA
146
Red Reef Advisors
Florida
$231K
LG
147
Leuthold Group
Minnesota
$221K
ACP
148
Argyle Capital Partners
California
$221K
AAS
149
Ameritas Advisory Services
Nebraska
$221K
PAG
150
Private Advisor Group
New Jersey
$218K