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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
RRA
151
Red Reef Advisors
Florida
$255K +$257K +5,313 New
IWM
152
IHT Wealth Management
Illinois
$253K +$9.73K +201 +4%
PFA
153
Professional Financial Advisors
Nebraska
$251K -$111K -2,292 -31%
WWG
154
West Wealth Group
California
$246K +$1.94K +40 +0.8%
ACP
155
Argyle Capital Partners
California
$224K
CNB
156
Camden National Bank
Maine
$217K +$145 +3 +0.1%
AAS
157
Ameritas Advisory Services
Nebraska
$207K +$208K +4,299 New
HOWA
158
Heritage Oak Wealth Advisors
Florida
$201K +$202K +4,181 New
Comerica Bank
159
Comerica Bank
Texas
$172K -$113K -2,329 -39%
EB
160
Eastern Bank
Massachusetts
$147K -$105K -2,165 -41%
GWM
161
Geneos Wealth Management
Colorado
$123K -$8.71K -180 -7%
GRP
162
Global Retirement Partners
California
$107K -$62.2K -1,285 -37%
ACA
163
Aptus Capital Advisors
Alabama
$102K -$137K -2,839 -57%
IAIM
164
International Assets Investment Management
Florida
$96.9K +$97.6K +2,016 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$92.5K +$6.73K +139 +8%
IA
166
IFP Advisors
Florida
$66K -$40.3K -833 -38%
SPIA
167
Steward Partners Investment Advisory
New York
$59.2K +$38.7K +799 +185%
BWL
168
Bogart Wealth LLC
Virginia
$59K +$59.4K +1,227 New
SAG
169
SageView Advisory Group
California
$49.6K +$49.9K +1,031 New
WP
170
WealthShield Partners
North Carolina
$48.1K +$48.4K +1,000 New
YDMI
171
Y.D. More Investments
Israel
$45.9K
HNB
172
Huntington National Bank
Ohio
$35.1K
P
173
Palladiem
Pennsylvania
$34.6K +$34.9K +720 New
AC
174
AlphaCore Capital
California
$27.7K
GFA
175
Godfrey Financial Associates
New York
$20.9K +$21.1K +435 New