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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

165 hedge funds and large institutions have $1.21B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWMG
1
Compass Wealth Management (Georgia)
Georgia
$23.3M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$33.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$19.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$0
5
PCA
5
Prosperity Capital Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
26
Fonville Wealth Management
Virginia
$8.57M 179,166 +2,790 +2%
MAM
27
Madison Asset Management
Wisconsin
$8.15M 170,455 +6,029 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.14M 170,108 -12,764 -7%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$8.08M 168,866 +2,838 +2%
Creative Planning
30
Creative Planning
Kansas
$7.56M 158,012 -5,576 -3%
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.89M 143,928 +4,105 +3%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$6.38M 133,288 +1,443 +1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$6.37M 133,133 +14,198 +12%
WCWM
34
Wooster Corthell Wealth Management
Connecticut
$6.34M 132,598 -43,429 -25%
HCA
35
Heck Capital Advisors
Wisconsin
$5.47M 114,431 +6,721 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.37M 112,146 +5,414 +5%
PAS
37
Park Avenue Securities
New York
$5.33M 111,472 +4,669 +4%
CW
38
CreativeOne Wealth
Kansas
$5.29M 110,591 +5,676 +5%
WI
39
WrapManager Inc
California
$4.63M 96,705 +10,791 +13%
IAN
40
Integrated Advisors Network
Texas
$4.61M 96,290 +8,907 +10%
JC
41
JB Capital
Connecticut
$4.52M 94,447 +17,422 +23%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$4.51M 94,348 -2,836 -3%
CC
43
Climber Capital
Switzerland
$4.51M 119,284 +8,630 +8%
Citadel Advisors
44
Citadel Advisors
Florida
$4.38M 91,650 +91,650 New
SIA
45
SeaBridge Investment Advisors
New Jersey
$3.89M 81,381 +17,089 +27%
NAM
46
NorthCrest Asset Manangement
Minnesota
$3.81M 80,107 +291 +0.4%
SWP
47
ShoreHaven Wealth Partners
New Jersey
$3.78M 79,024 -5,664 -7%
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.39M 70,942 +70,942 New
DL
49
DOHJ LLC
Washington
$3.35M 71,607 +57,924 +423%
SFA
50
Sequoia Financial Advisors
Ohio
$2.88M 60,147 +13,595 +29%
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