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iShares AAA-A Rated Corporate Bond ETF

189 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 28 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$253K
PFA
152
Professional Financial Advisors
Nebraska
$251K
WWG
153
West Wealth Group
California
$246K
ACP
154
Argyle Capital Partners
California
$224K
CNB
155
Camden National Bank
Maine
$217K
AAS
156
Ameritas Advisory Services
Nebraska
$207K
HOWA
157
Heritage Oak Wealth Advisors
Florida
$201K
Comerica Bank
158
Comerica Bank
Texas
$172K
EB
159
Eastern Bank
Massachusetts
$147K
GWM
160
Geneos Wealth Management
Colorado
$123K
GRP
161
Global Retirement Partners
California
$107K
ACA
162
Aptus Capital Advisors
Alabama
$102K
IAIM
163
International Assets Investment Management
Florida
$96.9K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$92.5K
IA
165
IFP Advisors
Florida
$66K
SPIA
166
Steward Partners Investment Advisory
New York
$59.2K
BWL
167
Bogart Wealth LLC
Virginia
$59K
SAG
168
SageView Advisory Group
California
$49.6K
WP
169
WealthShield Partners
North Carolina
$48.1K
YDMI
170
Y.D. More Investments
Israel
$45.9K
HNB
171
Huntington National Bank
Ohio
$35.1K
P
172
Palladiem
Pennsylvania
$34.6K
AC
173
AlphaCore Capital
California
$27.7K
GFA
174
Godfrey Financial Associates
New York
$20.9K
AF
175
Allworth Financial
California
$16.9K