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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

115 hedge funds and large institutions have $468M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
29
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LRWA
1
Long Run Wealth Advisors
New York
$18M
2
AAS
2
Ameritas Advisory Services
Nebraska
$9.89M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$5.37M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.4M
5
UBS Group
5
UBS Group
Switzerland
$16.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.96M
2
EWM
2
Elite Wealth Management
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$32.2M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$338K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
26
RKL Wealth Management
Pennsylvania
$4.7M 83,744 +7,871 +10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.57M 81,563 -1,575 -2%
FNC
28
First National Corp
Massachusetts
$4.24M 75,621 -32,656 -30%
ANTB
29
AMG National Trust Bank
Colorado
$3.93M 70,079 +8,314 +13%
LWA
30
Lowe Wealth Advisors
Maryland
$3.63M 64,798 -6,643 -9%
KWA
31
KCS Wealth Advisory
California
$3.39M 60,505 +2,266 +4%
GC
32
Guggenheim Capital
Illinois
$3.14M 55,963 +9,568 +21%
GEA
33
Glen Eagle Advisors
New Jersey
$3.12M 55,625 -9,874 -15%
Ameriprise
34
Ameriprise
Minnesota
$2.96M 52,989 -430,829 -89%
APA
35
Astoria Portfolio Advisors
New York
$2.78M 49,616 +49,616 New
LFASL
36
Lugano Financial Advisors SA (LFA)
Switzerland
$2.61M 46,489 -11,522 -20%
LA
37
Latitude Advisors
Florida
$2.42M 43,098 +209 +0.5%
MIH
38
Meitav Investment House
Israel
$2.19M 39,080 -5,879 -13%
WI
39
WrapManager Inc
California
$1.79M 31,894 -2,731 -8%
BIA
40
Bigelow Investment Advisors
Maine
$1.45M 25,928 +5,082 +24%
TB
41
Treynor Bancshares
Iowa
$1.4M 25,029 +25,029 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.33M 23,751 -4,804 -17%
MWM
43
Marion Wealth Management
Pennsylvania
$1.27M 22,619 +22,619 New
CFO
44
Custos Family Office
Texas
$1.17M 20,895 +20,895 New
CA
45
Cetera Advisors
Colorado
$1.15M 20,474 +24 +0.1%
IAN
46
Integrated Advisors Network
Texas
$1.15M 20,431 -3,214 -14%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.13M 20,097 -2,033 -9%
RPCA
48
Running Point Capital Advisors
California
$1.11M 19,848 -1,023 -5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.01M 18,072 +18,072 New
PAMS
50
Pictet Asset Management (Switzerland)
Switzerland
$981K 17,500 – –
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