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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
151
Camden National Bank
Maine
$218K -$1.01K -21 -0.5%
EFG
152
Embree Financial Group
Illinois
$213K +$210K +4,384 New
FFA
153
Farther Finance Advisors
California
$207K +$205K +4,276 New
CB
154
Centennial Bank
Arkansas
$207K +$4.99K +104 +2%
GRP
155
Global Retirement Partners
California
$170K +$28K +585 +20%
GWM
156
Geneos Wealth Management
Colorado
$133K +$125K +2,608 +1,946%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$126K +$124K +2,594 New
IA
158
IFP Advisors
Florida
$107K +$3.21K +67 +3%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$86.5K +$73.5K +1,533 +611%
PFG
160
Premier Financial Group
California
$67.4K +$66.6K +1,390 New
LFA
161
LGT Financial Advisors
Texas
$50K -$191K -3,989 -79%
YDMI
162
Y.D. More Investments
Israel
$46K -$30.1K -627 -40%
LWA
163
Lowe Wealth Advisors
Maryland
$45.8K
HNB
164
Huntington National Bank
Ohio
$35.4K
MWPCG
165
Measured Wealth Private Client Group
New Hampshire
$33.6K +$33.2K +693 New
AC
166
AlphaCore Capital
California
$27.9K
GSWM
167
Golden State Wealth Management
California
$24.4K +$240 +5 +1%
RF
168
Rossby Financial
Florida
$23.2K +$1.39K +29 +6%
SPIA
169
Steward Partners Investment Advisory
New York
$21K +$288 +6 +1%
AF
170
Allworth Financial
California
$17.2K +$383 +8 +2%
MWM
171
Mascoma Wealth Management
New Hampshire
$14.5K
OCM
172
Orion Capital Management
California
$14.1K +$13.9K +291 New
Franklin Resources
173
Franklin Resources
California
$6.2K
HI
174
Harbour Investments
Wisconsin
$5.99K +$96 +2 +2%
SAM
175
Smartleaf Asset Management
Massachusetts
$5.97K +$5.9K +123 New