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iShares AAA-A Rated Corporate Bond ETF
QLTA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WBI Investments
1
WBI Investments
New Jersey
USD 12.6 M +USD 12.4 M +234,700 Nuevas
Venturi Wealth Management
2
Venturi Wealth Management
Texas
USD 3.93 M +USD 716 k +13,561 +23%
UBS Group
3
UBS Group
Switzerland
USD 3.59 M +USD 307 k +5,815 +10%
Raymond James & Associates
4
Raymond James & Associates
Florida
USD 3.45 M +USD 2.12 M +40,057 +166%
Bank of America
5
Bank of America
North Carolina
USD 2.88 M +USD 883 k +16,729 +45%
Wells Fargo
6
Wells Fargo
California
USD 2.03 M +USD 691 k +13,083 +53%
Jefferies Group
7
Jefferies Group
New York
USD 1.56 M -USD 959 k -18,159 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 1.18 M +USD 503 k +9,518 +76%
Morgan Stanley
9
Morgan Stanley
New York
USD 880 k +USD 38.8 k +735 +5%
LPL Financial
10
LPL Financial
California
USD 751 k -USD 2.27 M -42,974 -76%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 674 k +USD 113 k +2,146 +21%
Ameriprise
12
Ameriprise
Minnesota
USD 433 k +USD 112 k +2,119 +36%
Snowden Capital Advisors
13
Snowden Capital Advisors
New York
USD 407 k – – –
Edmond de Rothschild Holding
14
Edmond de Rothschild Holding
Switzerland
USD 371 k – – –
WIP
15
Wellesley Investment Partners
Massachusetts
USD 367 k -USD 11.6 k -220 -3%
Advisor Group
16
Advisor Group
Arizona
USD 327 k +USD 324 k +6,127 Nuevas
Bank of the West
17
Bank of the West
California
USD 265 k +USD 260 k +4,932 Nuevas
Citigroup
18
Citigroup
New York
USD 140 k -USD 10.6 k -200 -7%
Axa
19
Axa
France
USD 117 k -USD 25.3 k -480 -18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 83 k -USD 46.8 k -886 -36%
WealthTrust-Arizona
21
WealthTrust-Arizona
Arizona
USD 83 k +USD 10.1 k +191 +14%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
USD 75 k – – –
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
USD 65 k – – –
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
USD 55 k – – –
MSI Financial Services
25
MSI Financial Services
Massachusetts
USD 41 k +USD 2.48 k +47 +7%
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