QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

128 hedge funds and large institutions have $532M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
41
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$37.6M
2
LPL Financial
2
LPL Financial
California
$37M
3
SWP
3
Stratos Wealth Partners
Ohio
$13M
4
MAM
4
Madison Asset Management
Wisconsin
$45.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.2M
2
SIM
2
Stratos Investment Management
Ohio
$563K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.13M
5
ARC
5
Advisor Resource Council
Texas
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$5.68M 119,528 – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.58M 117,409 +117,409 New
Nomura Asset Management
28
Nomura Asset Management
Japan
$4.07M 85,800 – –
SIA
29
SeaBridge Investment Advisors
New Jersey
$3.97M 83,656 +1,945 +2%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$3.95M 83,126 +140 +0.2%
NAM
31
NorthCrest Asset Manangement
Minnesota
$3.91M 82,289 -12,166 -13%
FWM
32
Fonville Wealth Management
Virginia
$3.58M 75,387 +26,205 +53%
IWC
33
Integrated Wealth Concepts
Massachusetts
$3.53M 74,427 +8,137 +12%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.99M 63,034 -3,303 -5%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.64M 55,560 -24,623 -31%
CA
36
Cetera Advisors
Colorado
$2.62M 55,145 +34,824 +171%
HA
37
Hanover Advisors
South Carolina
$2.51M 52,789 +8,004 +18%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$2.39M 50,389 +50,389 New
WI
39
WrapManager Inc
California
$2.37M 49,811 +7,149 +17%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.33M 49,160 +6,715 +16%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.24M 47,150 +18,648 +65%
CI
42
Cambiar Investors
Colorado
$2.09M 44,049 -2,135 -5%
TB
43
Treynor Bancshares
Iowa
$2.06M 43,402 +2,047 +5%
DAS
44
Dynamic Advisor Solutions
Arizona
$2.04M 42,994 -3,793 -8%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$1.98M 41,609 -67,237 -62%
SWM
46
Sugarloaf Wealth Management
Georgia
$1.9M 39,952 +3,202 +9%
ETS
47
ESL Trust Services
New York
$1.78M 37,439 +11,405 +44%
PP
48
Prudential plc
United Kingdom
$1.65M 34,845 -760 -2%
CW
49
CreativeOne Wealth
Kansas
$1.65M 34,722 +16,368 +89%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$1.22M 25,713 -10,228 -28%
1
2
3 4 5