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iShares AAA-A Rated Corporate Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
81
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$177M 3,721,818 -91,665 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M 2,116,247 +796,558 +60%
Bank of America
3
Bank of America
North Carolina
$81.7M 1,717,867 +492,721 +40%
MMA
4
Miracle Mile Advisors
California
$79.6M 1,675,092 +53,558 +3%
LPL Financial
5
LPL Financial
California
$79.4M 1,670,175 +160,353 +11%
AssetMark Inc
6
AssetMark Inc
California
$69.9M 1,470,783 +1,190,472 +425%
Morgan Stanley
7
Morgan Stanley
New York
$42.3M 889,293 +230,990 +35%
MCM
8
MAI Capital Management
Ohio
$41.7M 878,221 +46,785 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$39.3M 827,593 +61,249 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$30.1M 633,796 +73,474 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$28.9M 608,108 +175,204 +40%
Wells Fargo
12
Wells Fargo
California
$28.7M 603,338 -67,343 -10%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$19.2M 404,420 +287 +0.1%
UBS Group
14
UBS Group
Switzerland
$17.6M 370,308 +43,336 +13%
Raymond James Financial
15
Raymond James Financial
Florida
$17M 356,867 -93,375 -21%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$16.2M 340,621 +142,980 +72%
PWM
17
Pacific Wealth Management
California
$15.2M 318,748 +3,821 +1%
PPW
18
Parcion Private Wealth
Washington
$14.7M 309,567 +8,137 +3%
Ameriprise
19
Ameriprise
Minnesota
$14.4M 301,824 +22,487 +8%
Goldman Sachs
20
Goldman Sachs
New York
$14.4M 302,056 +302,056 New
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$11.9M 250,895 -304 -0.1%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$11.8M 247,777 +72,608 +41%
KFS
23
Kelly Financial Services
Massachusetts
$10.2M 215,045 +74,960 +54%
MML Investors Services
24
MML Investors Services
Massachusetts
$9.03M 189,996 +73,287 +63%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.69M 182,872 -1,811 -1%
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