QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

85 hedge funds and large institutions have $346M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
21
Increased
27
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.3M
2
Ameriprise
2
Ameriprise
Minnesota
$46.8M
3
Charles Schwab
3
Charles Schwab
California
$24.3M
4
B
4
Bailard
California
$21.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$1.25M
2
EC
2
Estate Counselors
Wisconsin
$0
3
Jane Street
3
Jane Street
New York
$0
4
FFN
4
Focus Financial Network
Minnesota
$259K
5
UBS Group
5
UBS Group
Switzerland
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
26
Laidlaw Wealth Management
New York
$2.21M +$2.21M +40,095 New
RJA
27
Raymond James & Associates
Florida
$1.79M -$12.5K -226 -0.7%
GEA
28
Glen Eagle Advisors
New Jersey
$1.53M +$939K +17,033 +159%
KWA
29
KCS Wealth Advisory
California
$1.31M +$67.7K +1,228 +5%
EB
30
Eastern Bank
Massachusetts
$1.25M -$16.4M -297,500 -93%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.15M +$1.15M +20,781 New
AAS
32
Avantax Advisory Services
Texas
$1.05M +$1.05M +19,088 New
BFA
33
Beaumont Financial Advisors
Massachusetts
$890K +$53.5K +971 +6%
OWA
34
Outlook Wealth Advisors
Texas
$840K +$840K +15,231 New
AFAS
35
Acorn Financial Advisory Services
Virginia
$787K -$844K -15,314 -52%
CA
36
Cetera Advisors
Colorado
$773K -$98.2K -1,781 -11%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$669K +$669K +12,140 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$642K -$152K -2,757 -19%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$573K +$573K +10,387 New
UBS Group
40
UBS Group
Switzerland
$568K -$6.71M -121,703 -92%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$444K -$170K -3,090 -28%
PA
42
PFG Advisors
Arizona
$418K +$31K +546 +8%
SCA
43
Snowden Capital Advisors
New York
$417K – – –
PAG
44
Private Advisor Group
New Jersey
$407K -$618K -11,204 -60%
CIAS
45
Capital Investment Advisory Services
North Carolina
$397K +$8.66K +157 +2%
GC
46
Guggenheim Capital
Illinois
$389K +$389K +7,049 New
BAC
47
Boys Arnold & Co
North Carolina
$384K – – –
WCG
48
Weaver Consulting Group
California
$379K +$316K +5,733 +505%
JIP
49
Jaffetilchin Investment Partners
Florida
$377K -$3.91K -71 -1%
WCM
50
Wealthcare Capital Management
Virginia
$362K +$362K +6,574 New
1
2
3 4