QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
29
Increased
67
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.9M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
LPL Financial
5
LPL Financial
California
$12.5M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.67M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52K
5
Morgan Stanley
5
Morgan Stanley
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WR
26
Watson Rebecca
$5.8M 100,294 +19,285 +24%
MIFH
27
Migdal Insurance & Financial Holdings
Israel
$5.5M 95,131 +1,888 +2%
LWA
28
Lowe Wealth Advisors
Maryland
$5.42M 93,794 +10,112 +12%
BFO
29
Biltmore Family Office
North Carolina
$5.37M 92,926 +82,159 +763%
GEA
30
Glen Eagle Advisors
New Jersey
$5.19M 89,763 +43,386 +94%
WCWM
31
Wooster Corthell Wealth Management
Connecticut
$5.01M 86,550 +10,478 +14%
Stifel Financial
32
Stifel Financial
Missouri
$4.67M 80,694 -1,634,004 -95%
SIA
33
SeaBridge Investment Advisors
New Jersey
$4.5M 77,765 -370 -0.5%
MCG
34
MACRO Consulting Group
New Jersey
$4.4M 76,701 +3,399 +5%
MFWM
35
Motley Fool Wealth Management
Virginia
$4.13M 71,400 +3,885 +6%
LFASL
36
Lugano Financial Advisors SA (LFA)
Switzerland
$3.63M 62,456 +2,682 +4%
RWM
37
RKL Wealth Management
Pennsylvania
$3.41M 58,937 +5,723 +11%
AWM
38
AE Wealth Management
Kansas
$3.39M 58,627 +58,627 New
SS
39
Simplicity Solutions
Minnesota
$3.26M 56,355 +56,355 New
OL
40
Optas LLC
Texas
$3.07M 52,992 +3,391 +7%
BCM
41
Brookstone Capital Management
Illinois
$2.69M 46,504 +12,484 +37%
RJA
42
Raymond James & Associates
Florida
$2.64M 45,603 +8,519 +23%
CI
43
Cambiar Investors
Colorado
$2.05M 35,400 – –
LWM
44
Laidlaw Wealth Management
New York
$2.02M 34,965 -3,101 -8%
AAS
45
Avantax Advisory Services
Texas
$2M 34,625 +13,037 +60%
PAG
46
Private Advisor Group
New Jersey
$1.93M 33,418 +68 +0.2%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.61M 27,818 -536 -2%
KWA
48
KCS Wealth Advisory
California
$1.6M 27,615 +2,159 +8%
GC
49
Guggenheim Capital
Illinois
$1.57M 27,104 +12,587 +87%
WI
50
WrapManager Inc
California
$1.57M 27,071 +1,854 +7%
1
2
3 4 5