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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

117 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
49
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$66.7M
2
LPL Financial
2
LPL Financial
California
$17.8M
3
MAM
3
Madison Asset Management
Wisconsin
$5.39M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$8.29M
5
Jane Street
5
Jane Street
New York
$9.19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
RJA
2
Raymond James & Associates
Florida
$4.54M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$30.6M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$1.41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$4.54M 96,212 -100,283 -51%
NAM
27
NorthCrest Asset Manangement
Minnesota
$4.35M 92,229 +381 +0.4%
SIA
28
SeaBridge Investment Advisors
New Jersey
$4.18M 88,593 +10,986 +14%
CGFA
29
Colton Groome Financial Advisors
North Carolina
$4.05M 85,889 +31,907 +59%
VAS
30
Valicenti Advisory Services
New York
$3.92M 83,086 +12,855 +18%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.81M 80,662 +39,734 +97%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$3.56M 75,443 +27,353 +57%
CI
33
Cambiar Investors
Colorado
$3.54M 75,029 – –
P
34
Palladiem
Pennsylvania
$2.94M 62,265 +62,265 New
DAS
35
Dynamic Advisor Solutions
Arizona
$2.74M 58,103 -11,156 -16%
Goldman Sachs
36
Goldman Sachs
New York
$2.58M 54,692 -3,596 -6%
CW
37
CreativeOne Wealth
Kansas
$2.48M 52,521 +847 +2%
SWM
38
Sugarloaf Wealth Management
Georgia
$2.29M 48,506 +20,042 +70%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.09M 44,384 +5,510 +14%
WI
40
WrapManager Inc
California
$2.03M 43,122 +1,573 +4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.86M 39,321 +39,321 New
FLA
42
Financial Life Advisors
Texas
$1.84M 38,966 -4,610 -11%
PP
43
Prudential plc
United Kingdom
$1.77M 37,515 +3,220 +9%
KAS
44
Kestra Advisory Services
Texas
$1.77M 37,414 +37,414 New
MBT
45
Montecito Bank & Trust
California
$1.54M 32,557 +32,557 New
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.41M 29,952 -28,041 -48%
TB
47
Treynor Bancshares
Iowa
$1.41M 32,440 +7,266 +29%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.41M 29,773 +2,761 +10%
MIH
49
Meitav Investment House
Israel
$1.36M 28,794 +1,807 +7%
BIA
50
Bigelow Investment Advisors
Maine
$1.33M 28,247 +28,247 New
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