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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

106 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$32.5M
2
IAN
2
Integrated Advisors Network
Texas
$8.78M
3
PWM
3
Pacific Wealth Management
California
$22.4M
4
LPL Financial
4
LPL Financial
California
$9.42M
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$4.39M

Top Sellers

1
CWM
1
Curi Wealth Management
North Carolina
$513K
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$6.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BIA
4
Bigelow Investment Advisors
Maine
$1.31M
5
RJA
5
Raymond James & Associates
Florida
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.71M 77,531 -14,768 -16%
CI
27
Cambiar Investors
Colorado
$3.59M 75,029 -8,468 -10%
VAS
28
Valicenti Advisory Services
New York
$3.36M 70,231 -3,316 -5%
PGA
29
Portland Global Advisors
Maine
$3.33M 69,583 -700 -1%
DAS
30
Dynamic Advisor Solutions
Arizona
$3.31M 69,259 +69,259 New
Goldman Sachs
31
Goldman Sachs
New York
$2.79M 58,288 +4,239 +8%
SWP
32
ShoreHaven Wealth Partners
New Jersey
$2.77M 57,993 +57,993 New
CGFA
33
Colton Groome Financial Advisors
North Carolina
$2.58M 53,982 +14,875 +38%
CW
34
CreativeOne Wealth
Kansas
$2.47M 51,674 +51,674 New
LFASL
35
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M 48,090 +4,651 +11%
FLA
36
Financial Life Advisors
Texas
$2.08M 43,576 +43,576 New
OMC
37
Old Mission Capital
Illinois
$2.03M 42,400 +42,400 New
WI
38
WrapManager Inc
California
$1.99M 41,549 +1,289 +3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.96M 40,928 +6,203 +18%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.86M 38,874 +18,954 +95%
PP
41
Prudential plc
United Kingdom
$1.64M 34,295 +5,515 +19%
SWM
42
Sugarloaf Wealth Management
Georgia
$1.36M 28,464 +28,464 New
BIA
43
Bigelow Investment Advisors
Maine
– – -29,128 Closed
MIH
44
Meitav Investment House
Israel
$1.3M 26,987 +2,947 +12%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.29M 27,012 +18,420 +214%
Citadel Advisors
46
Citadel Advisors
Florida
$1.21M 25,337 +25,337 New
ETS
47
ESL Trust Services
New York
$1.21M 25,307 +1,656 +7%
TB
48
Treynor Bancshares
Iowa
$1.2M 25,174 +2,203 +10%
LWA
49
Lowe Wealth Advisors
Maryland
$1.19M 24,955 -3,669 -13%
ARC
50
Advisor Resource Council
Texas
$1.16M 24,187 +19,445 +410%
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