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iShares AAA-A Rated Corporate Bond ETF

186 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, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

2% less capital invested

Capital invested by funds: $1.19B → $1.16B (-$26.5M)

3% less funds holding

Funds holding: 191186 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
65
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
126
Gateway Wealth Partners
Wisconsin
$344K +$348K +7,235 New
MOS
127
MGO One Seven
Ohio
$334K -$127K -2,638 -27%
MIH
128
Meitav Investment House
Israel
$332K -$83.6K -1,739 -20%
LFG
129
Lockerman Financial Group
California
$332K -$59.5K -1,239 -15%
MCWA
130
Meadow Creek Wealth Advisors
Georgia
$328K -$961 -20 -0.3%
OCA
131
OpenArc Corporate Advisory
Georgia
$316K +$18.8K +392 +6%
SWM
132
SigFig Wealth Management
California
$309K -$92.5K -1,925 -23%
WCG
133
Weaver Consulting Group
California
$305K
SIM
134
Synergy Investment Management
Florida
$304K -$65.9K -1,372 -18%
GWMR
135
GC Wealth Management RIA
Massachusetts
$301K +$304K +6,326 New
SA
136
Skyline Advisors
Washington
$297K +$300K +6,237 New
QCM
137
Quantinno Capital Management
New York
$273K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$255K +$257K +5,354 New
SFS
139
Security Financial Services
Indiana
$252K -$92.5K -1,925 -27%
FFA
140
Farther Finance Advisors
California
$252K -$18.2K -379 -7%
PFA
141
Professional Financial Advisors
Nebraska
$248K
EFG
142
Embree Financial Group
Illinois
$246K -$90.1K -1,874 -27%
AWM
143
AE Wealth Management
Kansas
$243K -$2.89M -60,082 -92%
Corient Private Wealth
144
Corient Private Wealth
Florida
$239K -$950K -19,765 -80%
SWP
145
Stratos Wealth Partners
Ohio
$236K +$238K +4,951 New
TVAMP
146
Tennessee Valley Asset Management Partners
Tennessee
$231K -$63.4K -1,319 -21%
RRA
147
Red Reef Advisors
Florida
$231K -$22.5K -469 -9%
LG
148
Leuthold Group
Minnesota
$221K -$68.9K -1,434 -24%
ACP
149
Argyle Capital Partners
California
$221K
AAS
150
Ameritas Advisory Services
Nebraska
$221K +$16.7K +348 +8%