We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

186 hedge funds and large institutions have $1.16B invested in iShares AAA-A Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

2% less capital invested

Capital invested by funds: $1.19B → $1.16B (-$26.5M)

3% less funds holding

Funds holding: 191186 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
65
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$108M +$11.9M +247,336 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$108M -$4.52K -94 -0%
MMA
3
Miracle Mile Advisors
California
$108M +$11.5M +238,840 +12%
LPL Financial
4
LPL Financial
California
$66.4M -$9.5M -197,708 -12%
MCM
5
MAI Capital Management
Ohio
$55.2M +$3.03M +62,979 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$54.7M +$4.13M +85,911 +8%
Bank of America
7
Bank of America
North Carolina
$46M -$6.94M -144,365 -13%
Morgan Stanley
8
Morgan Stanley
New York
$37.9M +$1.86M +38,789 +5%
UBS Group
9
UBS Group
Switzerland
$31.1M +$6.8M +141,474 +28%
CWMG
10
Compass Wealth Management (Georgia)
Georgia
$31M -$1.1M -22,936 -3%
Ameriprise
11
Ameriprise
Minnesota
$28M +$1.83M +38,159 +7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$25.4M -$2.63M -54,819 -9%
MML Investors Services
13
MML Investors Services
Massachusetts
$21.9M +$8.29M +172,391 +60%
Raymond James Financial
14
Raymond James Financial
Florida
$21.8M +$1.91M +39,674 +9%
PPW
15
Parcion Private Wealth
Washington
$19.5M +$592K +12,322 +3%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$19M -$2.32M -48,366 -11%
JP Morgan Chase
17
JP Morgan Chase
New York
$18.6M +$3.49M +72,680 +23%
Betterment LLC
18
Betterment LLC
New York
$17.9M +$1.58M +32,790 +10%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$16.7M -$19.2M -400,000 -53%
Wells Fargo
20
Wells Fargo
California
$15.3M -$7.1M -147,807 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.8M -$2.66M -55,288 -17%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$12.8M +$304K +6,332 +2%
KFS
23
Kelly Financial Services
Massachusetts
$12M -$937K -19,497 -7%
AssetMark Inc
24
AssetMark Inc
California
$11.6M -$1.38M -28,684 -11%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$10.4M -$2.02M -41,952 -16%