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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

55 hedge funds and large institutions have $131M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
18
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$35.9M
2
EB
2
Eastern Bank
Massachusetts
$14.7M
3
SIAM
3
Sterling Investment Advisors (Missouri)
Missouri
$11.4M
4
EC
4
Estate Counselors
Wisconsin
$13M
5
Ameriprise
5
Ameriprise
Minnesota
$5.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.6M
2
ONB
2
Old National Bancorp
Indiana
$0
3
CI
3
Conning Inc
Connecticut
$0
4
Barclays
4
Barclays
United Kingdom
$183K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$230K 4,417 +4,417 New
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$211K 4,039 +3,000 +289%
VCA
28
Verdence Capital Advisors
Maryland
$209K 4,000 -3,500 -47%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$207K 3,962 +3,032 +326%
NB
30
NBT Bank
New York
$201K 3,855 +3,855 New
IFAM
31
Institutional & Family Asset Management
Colorado
$184K 3,532 +18 +0.5%
Barclays
32
Barclays
United Kingdom
$183K 3,500 -12,200 -78%
PCM
33
Price Capital Management
Louisiana
$183K 3,500 +3,500 New
Citigroup
34
Citigroup
New York
$104K 2,000 – –
WCG
35
Weaver Consulting Group
California
$84K 1,583 +1,583 New
US Bancorp
36
US Bancorp
Minnesota
$68K 1,300 – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$51K 980 – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$43K 823 – –
BWM
39
BerganKDV Wealth Management
Minnesota
$36K 685 – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25K 480 – –
AF
41
Advisornet Financial
Minnesota
$11K 202 +1 +0.5%
APA
42
American Portfolios Advisors
New York
$10.6K 204 – –
PCTC
43
Perkins Coie Trust Company
Washington
$7K 135 – –
BlackRock
44
BlackRock
New York
$7K 139 – –
PCG
45
Private Capital Group
Connecticut
$6K 122 – –
SFG
46
SevenBridge Financial Group
Pennsylvania
$6K 107 +99 +1,238%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$5K 100 +100 New
AF
48
Allworth Financial
California
$5K 101 +101 New
PA
49
Parallel Advisors
California
$4K 75 – –
CFGS
50
Concourse Financial Group Securities
Alabama
$3K 71 -104 -59%
1
2
3