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iShares AAA-A Rated Corporate Bond ETF

131 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $532M → $577M (+$44.9M)

4.18% more ownership

Funds ownership: 50.18%54.37% (+4.2%)

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$6.15M +$551K +11,805 +10%
IAN
27
Integrated Advisors Network
Texas
$5.82M -$24.6K -527 -0.4%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$5.56M +$5.54M +118,560 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$5.51M +$4.91K +105 +0.1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$5.29M +$1.8M +38,466 +52%
JP Morgan Chase
31
JP Morgan Chase
New York
$5.22M +$2.61M +55,782 +100%
FWM
32
Fonville Wealth Management
Virginia
$4.76M +$1.22M +26,186 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.17M +$1.95M +41,820 +89%
SIA
34
SeaBridge Investment Advisors
New Jersey
$4.08M +$159K +3,394 +4%
Nomura Asset Management
35
Nomura Asset Management
Japan
$4.02M
NAM
36
NorthCrest Asset Manangement
Minnesota
$3.97M +$118K +2,524 +3%
LFASL
37
Lugano Financial Advisors SA (LFA)
Switzerland
$3.95M +$54.3K +1,163 +1%
KFS
38
Kelly Financial Services
Massachusetts
$3.04M +$2.32M +49,603 +324%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.8M +$436K +9,344 +19%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.72M +$756K +16,176 +39%
CW
41
CreativeOne Wealth
Kansas
$2.64M +$1.01M +21,587 +62%
WI
42
WrapManager Inc
California
$2.57M +$231K +4,950 +10%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$2.3M +$1.09M +23,358 +91%
SWM
44
Sugarloaf Wealth Management
Georgia
$2.27M +$400K +8,566 +21%
AWM
45
AE Wealth Management
Kansas
$2.16M +$2.15M +46,082 New
CI
46
Cambiar Investors
Colorado
$2.06M
Osaic Holdings
47
Osaic Holdings
Arizona
$2.03M +$1.01M +21,596 +99%
HA
48
Hanover Advisors
South Carolina
$1.98M -$491K -10,518 -20%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.82M -$191K -4,085 -10%
PP
50
Prudential plc
United Kingdom
$1.82M +$185K +3,950 +11%

QLTA Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2024, worth a combined $577M — up 8.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTA positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $7.68M. The largest seller was Cynosure Group, exiting entirely with an estimated $1.19M sold.

  • 131 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $577M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2024 was Miracle Mile Advisors, an estimated $7.68M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2024 was Cynosure Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2024.