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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$172M -$3.89M -81,163 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$140M +$30.2M +630,177 +28%
LPL Financial
3
LPL Financial
California
$97.7M +$16.3M +340,603 +20%
MMA
4
Miracle Mile Advisors
California
$97.1M +$10.6M +221,916 +12%
Bank of America
5
Bank of America
North Carolina
$80.7M -$1.4M -29,115 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$49.2M +$5.39M +112,451 +12%
MCM
7
MAI Capital Management
Ohio
$49.1M +$3.92M +81,718 +9%
Morgan Stanley
8
Morgan Stanley
New York
$47.5M +$994K +20,728 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$39.4M +$6.77M +141,221 +21%
Wells Fargo
10
Wells Fargo
California
$29.3M -$1.99M -41,566 -6%
CWMG
11
Compass Wealth Management (Georgia)
Georgia
$26.6M +$2.99M +62,426 +13%
UBS Group
12
UBS Group
Switzerland
$25.9M +$8.83M +184,233 +53%
AssetMark Inc
13
AssetMark Inc
California
$23.4M +$3.55M +74,128 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.8M -$8.12M -169,452 -27%
Ameriprise
15
Ameriprise
Minnesota
$20.8M +$843K +17,586 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.4M +$756K +15,764 +4%
PPW
17
Parcion Private Wealth
Washington
$18.9M +$3.16M +65,930 +20%
CAAM
18
Cornerstone Advisors Asset Management
Pennsylvania
$18.7M +$12.1M +252,792 +190%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$17.7M -$16.2M -337,572 -48%
Raymond James Financial
20
Raymond James Financial
Florida
$16.8M -$195K -4,075 -1%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$16.5M +$2.01M +41,881 +14%
MML Investors Services
22
MML Investors Services
Massachusetts
$15.3M +$5.42M +113,128 +56%
PWM
23
Pacific Wealth Management
California
$14.8M -$623K -12,993 -4%
KFS
24
Kelly Financial Services
Massachusetts
$13.7M +$2.46M +51,315 +22%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$12.2M -$71.2K -1,486 -0.6%