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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

115 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+30
Holders Change %
+35.29%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$99.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$45.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$62.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$39.1M
5
Bank of America
5
Bank of America
North Carolina
$93.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4K
2
GFPC
2
Global Financial Private Capital
Florida
$62K
3
FCA
3
FinTrust Capital Advisors
South Carolina
$2.73M
4
EB
4
Eastern Bank
Massachusetts
$645K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
SeaBridge Investment Advisors
New Jersey
$4.52M 78,135 +1,810 +2%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$4.4M 76,072 +76,072 New
MCG
28
MACRO Consulting Group
New Jersey
$4.24M 73,302 +73,302 New
AWM
29
Argent Wealth Management
Massachusetts
$3.98M 68,383 +10,356 +18%
MFWM
30
Motley Fool Wealth Management
Virginia
$3.91M 67,515 +6,800 +11%
LFASL
31
Lugano Financial Advisors SA (LFA)
Switzerland
$3.44M 59,774 +7,801 +15%
LPL Financial
32
LPL Financial
California
$3.39M 58,539 +9,993 +21%
FNC
33
First National Corp
Massachusetts
$3.08M 53,279 +53,279 New
RWM
34
RKL Wealth Management
Pennsylvania
$3.08M 53,214 +985 +2%
Jane Street
35
Jane Street
New York
$2.9M 50,094 +50,094 New
OL
36
Optas LLC
Texas
$2.87M 49,601 +49,601 New
FCA
37
FinTrust Capital Advisors
South Carolina
$2.73M 47,226 -18,818 -28%
GEA
38
Glen Eagle Advisors
New Jersey
$2.68M 46,377 +18,601 +67%
LWM
39
Laidlaw Wealth Management
New York
$2.2M 38,066 -2,029 -5%
RJA
40
Raymond James & Associates
Florida
$2.15M 37,084 +4,546 +14%
CI
41
Cambiar Investors
Colorado
$2.05M 35,400 +35,400 New
BCM
42
Brookstone Capital Management
Illinois
$1.97M 34,020 +34,020 New
PAG
43
Private Advisor Group
New Jersey
$1.93M 33,350 +25,970 +352%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.86M 32,100 +32,100 New
MML Investors Services
45
MML Investors Services
Massachusetts
$1.64M 28,354 +28,354 New
KWA
46
KCS Wealth Advisory
California
$1.47M 25,456 +1,669 +7%
WI
47
WrapManager Inc
California
$1.46M 25,217 +25,217 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.38M 23,842 +12,190 +105%
UBS Group
49
UBS Group
Switzerland
$1.35M 23,293 +12,985 +126%
AAS
50
Avantax Advisory Services
Texas
$1.25M 21,588 +2,500 +13%
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