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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

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
191
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
RRA
151
Red Reef Advisors
Florida
$255K
IWM
152
IHT Wealth Management
Illinois
$253K
PFA
153
Professional Financial Advisors
Nebraska
$251K
WWG
154
West Wealth Group
California
$246K
ACP
155
Argyle Capital Partners
California
$224K
CNB
156
Camden National Bank
Maine
$217K
AAS
157
Ameritas Advisory Services
Nebraska
$207K
HOWA
158
Heritage Oak Wealth Advisors
Florida
$201K
Comerica Bank
159
Comerica Bank
Texas
$172K
EB
160
Eastern Bank
Massachusetts
$147K
GWM
161
Geneos Wealth Management
Colorado
$123K
GRP
162
Global Retirement Partners
California
$107K
ACA
163
Aptus Capital Advisors
Alabama
$102K
IAIM
164
International Assets Investment Management
Florida
$96.9K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$92.5K
IA
166
IFP Advisors
Florida
$66K
SPIA
167
Steward Partners Investment Advisory
New York
$59.2K
BWL
168
Bogart Wealth LLC
Virginia
$59K
SAG
169
SageView Advisory Group
California
$49.6K
WP
170
WealthShield Partners
North Carolina
$48.1K
YDMI
171
Y.D. More Investments
Israel
$45.9K
HNB
172
Huntington National Bank
Ohio
$35.1K
P
173
Palladiem
Pennsylvania
$34.6K
AC
174
AlphaCore Capital
California
$27.7K
GFA
175
Godfrey Financial Associates
New York
$20.9K