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iShares AAA-A Rated Corporate Bond ETF

185 hedge funds and large institutions have $1.35B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $1.22B → $1.35B (+$127M)

8% more funds holding

Funds holding: 171185 (+14)

1.43% more ownership

Funds ownership: 75.68%77.11% (+1.4%)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
83
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$5.24K
SWP
177
Strategic Wealth Partners
Ohio
$4.89K +$4.84K +101 New
William Blair & Company
178
William Blair & Company
Illinois
$4.7K
HWA
179
Heartwood Wealth Advisors
Virginia
$4.36K +$4.31K +90 New
IW
180
Imprint Wealth
South Carolina
$4.36K +$4.31K +90 New
RCM
181
Raleigh Capital Management
North Carolina
$4.17K +$4.12K +86 New
Q1WB
182
Quest 10 Wealth Builders
Virginia
$2.89K -$96 -2 -3%
PSFG
183
Park Square Financial Group
Georgia
$2.67K -$3.64K -76 -58%
WIM
184
Westside Investment Management
California
$2.33K
HFS
185
Hantz Financial Services
Michigan
$1K +$719 +15 New
RFS
186
Richardson Financial Services
Massachusetts
$339 +$336 +7 New
Citadel Advisors
187
Citadel Advisors
Florida
-$4.38M -91,650 Closed
SIA
188
SeaBridge Investment Advisors
New Jersey
-$3.89M -81,381 Closed
DL
189
DOHJ LLC
Washington
-$3.35M -71,607 Closed
SXL
190
Summit X LLC
Missouri
-$1.06M -22,250 Closed
PP
191
Prudential plc
United Kingdom
-$813K -16,995 Closed
CAG
192
Csenge Advisory Group
Florida
-$637K -13,495 Closed
AAS
193
Ameritas Advisory Services
Nebraska
-$513K -10,733 Closed
B
194
Bailard
California
-$501K -10,480 Closed
AAS
195
Annex Advisory Services
Wisconsin
-$381K -7,959 Closed
KWM
196
Keebeck Wealth Management
Illinois
-$275K -5,748 Closed
TPW
197
Transatlantique Private Wealth
New York
-$243K -5,088 Closed
FFA
198
Fortune Financial Advisors
Kansas
-$236K -4,926 Closed
PWM
199
Perigon Wealth Management
California
-$225K -4,694 Closed
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
-$47.3K -988 Closed