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iShares AAA-A Rated Corporate Bond ETF

191 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185191 (+6)

7.96% less ownership

Funds ownership: 77.11%69.14% (-8%)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M -$62M -1,281,491 -36%
MMA
2
Miracle Mile Advisors
California
$97.7M +$1.36M +28,077 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.5M -$41.4M -854,955 -30%
LPL Financial
4
LPL Financial
California
$76.6M -$20.6M -424,581 -21%
Bank of America
5
Bank of America
North Carolina
$53.5M -$26.8M -554,214 -33%
MCM
6
MAI Capital Management
Ohio
$52.7M +$4M +82,576 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$51.2M +$2.42M +49,975 +5%
Morgan Stanley
8
Morgan Stanley
New York
$36.4M -$10.8M -222,954 -23%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$36.1M +$24.2M +500,000 +200%
CWMG
10
Compass Wealth Management (Georgia)
Georgia
$32.4M +$6M +124,046 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$28.3M -$10.8M -224,111 -28%
Ameriprise
12
Ameriprise
Minnesota
$26.5M +$5.87M +121,174 +28%
UBS Group
13
UBS Group
Switzerland
$24.6M -$1.09M -22,465 -4%
Wells Fargo
14
Wells Fargo
California
$22.6M -$6.47M -133,649 -22%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$21.5M +$2.99M +61,711 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$20.1M +$3.47M +71,667 +21%
PPW
17
Parcion Private Wealth
Washington
$19.2M +$448K +9,246 +2%
Betterment LLC
18
Betterment LLC
New York
$16.6M +$16.7M +344,382 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.6M -$6.12M -126,402 -28%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.4M -$3.89M -80,410 -20%
PWM
21
Pacific Wealth Management
California
$15.2M +$444K +9,163 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$13.8M -$1.4M -28,846 -9%
AssetMark Inc
23
AssetMark Inc
California
$13.1M -$10.2M -211,286 -44%
KFS
24
Kelly Financial Services
Massachusetts
$13M -$580K -11,987 -4%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$12.6M +$453K +9,360 +4%