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iShares AAA-A Rated Corporate Bond ETF

171 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Ascent Group
Virginia
-$622K -13,082 Closed
OMC
177
Old Mission Capital
Illinois
-$470K -9,898 Closed
CA
178
Claro Advisors
Massachusetts
-$460K -9,671 Closed
TVAMP
179
Tennessee Valley Asset Management Partners
Tennessee
-$408K -8,581 Closed
BCM
180
Beaumont Capital Management
Massachusetts
-$288K -6,060 Closed
BWP
181
Balboa Wealth Partners
Arizona
-$238K -5,010 Closed
AWA
182
Acorn Wealth Advisors
Michigan
-$235K -4,940 Closed
LRWM
183
Lord & Richards Wealth Management
Colorado
-$219K -4,613 Closed
IP
184
Ignite Planners
California
-$215K -4,569 Closed
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
-$215K -4,518 Closed
PA
186
PSI Advisors
Florida
-$128K -2,695 Closed
NB
187
NBT Bank
New York
-$74.6K -1,570 Closed
MSWM
188
Mowery & Schoenfeld Wealth Management
Illinois
-$54.5K -1,147 Closed
LWMI
189
Legacy Wealth Management (Idaho)
Idaho
-$38.2K -803 Closed
CPG
190
Cornerstone Planning Group
New Jersey
-$33.5K -715 Closed
CA
191
CoreCap Advisors
Michigan
-$33.2K -698 Closed
BWL
192
Bogart Wealth LLC
Virginia
-$8.27K -174 Closed
GTAM
193
Global Trust Asset Management
Florida
-$4.96K -104 Closed
GM
194
GeoWealth Management
Illinois
-$1.85K -39 Closed
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
-$1K -19 Closed

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.