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iShares AAA-A Rated Corporate Bond ETF

185 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, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

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)

18% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 79

Holders
185
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
EFG
151
Ehrlich Financial Group
California
$214K
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$178K
SPIA
153
Steward Partners Investment Advisory
New York
$166K
PL
154
Protective Life
Alabama
$157K
AAP
155
Arax Advisory Partners
Colorado
$153K
GWM
156
Geneos Wealth Management
Colorado
$150K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$139K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$134K
EB
159
Eastern Bank
Massachusetts
$129K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$125K
IAIM
161
International Assets Investment Management
Florida
$95.7K
ACA
162
Aptus Capital Advisors
Alabama
$91.7K
BWL
163
Bogart Wealth LLC
Virginia
$58.8K
WP
164
WealthShield Partners
North Carolina
$47.6K
RF
165
Rossby Financial
Florida
$43.2K
IA
166
IFP Advisors
Florida
$37.9K
HNB
167
Huntington National Bank
Ohio
$34.7K
P
168
Palladiem
Pennsylvania
$34.3K
SEP
169
Signature Equity Partners
Ohio
$26.3K
GFA
170
Godfrey Financial Associates
New York
$20.7K
CPG
171
Cornerstone Planning Group
New Jersey
$18.1K
YDMI
172
Y.D. More Investments
Israel
$15.6K
MWM
173
Mascoma Wealth Management
New Hampshire
$14.3K
GSWM
174
Golden State Wealth Management
California
$11.9K
WBC
175
West Branch Capital
Massachusetts
$9.57K