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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

63 hedge funds and large institutions have $148M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
17
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFPC
1
Global Financial Private Capital
Florida
$17.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.47M
3
AssetMark Inc
3
AssetMark Inc
California
$40.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.72M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.92M
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Jane Street
3
Jane Street
New York
$886K
4
Wells Fargo
4
Wells Fargo
California
$959K
5
EC
5
Estate Counselors
Wisconsin
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$454K 8,452 +946 +13%
SCA
27
Snowden Capital Advisors
New York
$407K 7,570 – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$338K 6,286 +1,869 +42%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$312K 5,813 +1,851 +47%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$307K 5,720 – –
SC
31
Scotia Capital
Ontario, Canada
$291K 5,419 +5,419 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$284K 5,294 +1,255 +31%
KWA
33
KCS Wealth Advisory
California
$274K 5,089 +5,089 New
JIP
34
Jaffetilchin Investment Partners
Florida
$251K 4,663 +4,663 New
BTS
35
BB&T Securities
Virginia
$247K 4,597 – –
PSUF
36
People's United Financial
Connecticut
$245K 4,565 +4,565 New
VCA
37
Verdence Capital Advisors
Maryland
$215K 4,000 – –
NB
38
NBT Bank
New York
$207K 3,855 – –
IFAM
39
Institutional & Family Asset Management
Colorado
$194K 3,608 +76 +2%
PCM
40
Price Capital Management
Louisiana
$188K 3,500 – –
Barclays
41
Barclays
United Kingdom
$188K 3,500 – –
CWM
42
Consultiva Wealth Management
Puerto Rico
$184K 3,243 +3,243 New
Citigroup
43
Citigroup
New York
$108K 2,000 – –
NFG
44
Next Financial Group
Texas
$105K 1,945 +1,945 New
US Bancorp
45
US Bancorp
Minnesota
$70K 1,300 – –
WCG
46
Weaver Consulting Group
California
$56K 1,044 -539 -34%
FHA
47
Flagship Harbor Advisors
Massachusetts
$52K 980 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$44K 823 – –
BWM
49
BerganKDV Wealth Management
Minnesota
$37K 685 – –
GWMIA
50
Global Wealth Management Investment Advisory
Florida
$34K 625 +625 New
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