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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

42 hedge funds and large institutions have $48.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.09M
3
LWM
3
Lenox Wealth Management
Ohio
$2.65M
4
Jane Street
4
Jane Street
New York
$3.46M
5
PA
5
PFG Advisors
Arizona
$574K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$533K
2
BF
2
BOK Financial
Oklahoma
$0
3
RWM
3
RKL Wealth Management
Pennsylvania
$1.17M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
IA
5
IFP Advisors
Florida
$28K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$43K 823 – –
CA
27
Calton & Associates
Florida
$42K 815 +815 New
SEI Investments
28
SEI Investments
Pennsylvania
$30K 562 – –
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K 540 – –
IA
30
IFP Advisors
Florida
$28K 538 -48 -8%
MPPLM
31
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K 517 +517 New
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 332 – –
IWM
33
IHT Wealth Management
Illinois
$11K 200 – –
APA
34
American Portfolios Advisors
New York
$10.8K 204 +204 New
PCTC
35
Perkins Coie Trust Company
Washington
$7K 135 – –
BlackRock
36
BlackRock
New York
$7K 127 – –
VIA
37
Vantage Investment Advisors
Pennsylvania
$5K 89 – –
CAC
38
Certified Advisory Corp
Florida
$4K 77 +77 New
ASN
39
Advisory Services Network
Georgia
$2K 45 – –
SWP
40
Stratos Wealth Partners
Ohio
$1K 17 +17 New
PCG
41
Private Capital Group
Connecticut
$6 1,065 +1,065 New
BF
42
BOK Financial
Oklahoma
– – -984 Closed
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
– – -570 Closed
QAM
44
QCI Asset Management
New York
– – – –
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$0 1 – –
1
2