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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

127 hedge funds and large institutions have $531M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
38
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$46.6M
2
PPW
2
Parcion Private Wealth
Washington
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.7M
4
CAAM
4
Cornerstone Advisors Asset Management
Pennsylvania
$5.75M
5
ARC
5
Advisor Resource Council
Texas
$4.74M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$36.3M
2
PGA
2
Portland Global Advisors
Maine
$0
3
MMA
3
Miracle Mile Advisors
California
$67.1M
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$5.24M 108,846 +45,820 +73%
ARC
27
Advisor Resource Council
Texas
$4.74M 98,585 +90,503 +1,120%
NAM
28
NorthCrest Asset Manangement
Minnesota
$4.55M 94,455 +284 +0.3%
Nomura Asset Management
29
Nomura Asset Management
Japan
$4.13M 85,800 – –
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$3.99M 82,986 +17,024 +26%
SIA
31
SeaBridge Investment Advisors
New Jersey
$3.93M 81,711 +31,176 +62%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.86M 80,183 -4,538 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.19M 66,337 -3,731 -5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$3.19M 66,290 +38,346 +137%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.08M 64,061 +64,061 New
FWM
36
Fonville Wealth Management
Virginia
$2.37M 49,182 +49,182 New
Osaic Holdings
37
Osaic Holdings
Arizona
$2.25M 46,712 -37,916 -45%
CI
38
Cambiar Investors
Colorado
$2.22M 46,184 -12,619 -21%
DAS
39
Dynamic Advisor Solutions
Arizona
$2.22M 46,787 -3,245 -6%
HA
40
Hanover Advisors
South Carolina
$2.16M 44,785 +44,785 New
WI
41
WrapManager Inc
California
$2.05M 42,662 +542 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.04M 42,445 +815 +2%
TB
43
Treynor Bancshares
Iowa
$1.99M 41,355 +2,862 +7%
AFAS
44
Acorn Financial Advisory Services
Virginia
$1.84M 38,699 +1,378 +4%
SWM
45
Sugarloaf Wealth Management
Georgia
$1.77M 36,750 -9,588 -21%
FLA
46
Financial Life Advisors
Texas
$1.73M 35,961 -2,122 -6%
SWP
47
ShoreHaven Wealth Partners
New Jersey
$1.73M 35,941 -19,540 -35%
PP
48
Prudential plc
United Kingdom
$1.71M 35,605 -780 -2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.47M 30,587 +7,455 +32%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.37M 28,502 +16,292 +133%
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