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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

103 hedge funds and large institutions have $282M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
22
Reduced
43
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIM
1
Stratos Investment Management
Ohio
$17.1M
2
PWM
2
Pacific Wealth Management
California
$14.6M
3
HCA
3
Heck Capital Advisors
Wisconsin
$7.63M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.73M
5
CGFA
5
Colton Groome Financial Advisors
North Carolina
$1.81M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21K
2
Charles Schwab
2
Charles Schwab
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$8.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TTWM
5
TCV Trust & Wealth Management
Virginia
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
VAS
26
Valicenti Advisory Services
New York
$3.41M 73,547 -30,926 -30%
PGA
27
Portland Global Advisors
Maine
$3.26M 70,283 -38,230 -35%
Goldman Sachs
28
Goldman Sachs
New York
$2.5M 54,049 – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.45M 52,780 -134,492 -72%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$2.01M 43,439 -506 -1%
WI
31
WrapManager Inc
California
$1.87M 40,260 -2,759 -6%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$1.81M 39,107 +39,107 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.61M 34,725 +7,579 +28%
BIA
34
Bigelow Investment Advisors
Maine
$1.35M 29,128 -10,278 -26%
PP
35
Prudential plc
United Kingdom
$1.33M 28,780 +330 +1%
LWA
36
Lowe Wealth Advisors
Maryland
$1.33M 28,624 -3,650 -11%
MIH
37
Meitav Investment House
Israel
$1.11M 24,040 -6,161 -20%
ETS
38
ESL Trust Services
New York
$1.1M 23,651 +5,681 +32%
GC
39
Guggenheim Capital
Illinois
$1.07M 22,993 -328 -1%
TB
40
Treynor Bancshares
Iowa
$1.06M 22,971 +1,489 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$923K 19,920 +19,920 New
Osaic Holdings
42
Osaic Holdings
Arizona
$913K 19,719 +3,818 +24%
PAMS
43
Pictet Asset Management (Switzerland)
Switzerland
$811K 17,500 – –
GEA
44
Glen Eagle Advisors
New Jersey
$810K 18,087 -6,347 -26%
IAN
45
Integrated Advisors Network
Texas
$773K 16,690 -1,892 -10%
AT
46
American Trust
Kentucky
$763K 16,172 +5,427 +51%
Stifel Financial
47
Stifel Financial
Missouri
$754K 16,279 -7,201 -31%
CA
48
Cetera Advisors
Colorado
$740K 15,967 +2,049 +15%
SB
49
Sunflower Bank
Texas
$737K 15,900 – –
BFA
50
Beaumont Financial Advisors
Massachusetts
$694K 14,971 -240 -2%
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