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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

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)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
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
PAG
151
Private Advisor Group
New Jersey
$218K
EFG
152
Ehrlich Financial Group
California
$214K
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$178K
SPIA
154
Steward Partners Investment Advisory
New York
$166K
PL
155
Protective Life
Alabama
$157K
AAP
156
Arax Advisory Partners
Colorado
$153K
GWM
157
Geneos Wealth Management
Colorado
$150K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$139K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$134K
EB
160
Eastern Bank
Massachusetts
$129K
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$125K
IAIM
162
International Assets Investment Management
Florida
$95.7K
ACA
163
Aptus Capital Advisors
Alabama
$91.7K
BWL
164
Bogart Wealth LLC
Virginia
$58.8K
WP
165
WealthShield Partners
North Carolina
$47.6K
RF
166
Rossby Financial
Florida
$43.2K
IA
167
IFP Advisors
Florida
$37.9K
HNB
168
Huntington National Bank
Ohio
$34.7K
P
169
Palladiem
Pennsylvania
$34.3K
SEP
170
Signature Equity Partners
Ohio
$26.3K
GFA
171
Godfrey Financial Associates
New York
$20.7K
CPG
172
Cornerstone Planning Group
New Jersey
$18.1K
YDMI
173
Y.D. More Investments
Israel
$15.6K
MWM
174
Mascoma Wealth Management
New Hampshire
$14.3K
GSWM
175
Golden State Wealth Management
California
$11.9K