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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

132 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.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
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
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$71.5M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$5.56M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.18M
4
MAM
4
Madison Asset Management
Wisconsin
$48.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M

Top Sellers

1
CG
1
Cynosure Group
Utah
$0
2
UBS Group
2
UBS Group
Switzerland
$11.7M
3
TB
3
Treynor Bancshares
Iowa
$1.05M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.35M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$6.15M 131,333 +11,805 +10%
IAN
27
Integrated Advisors Network
Texas
$5.82M 124,169 -527 -0.4%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$5.56M 118,560 +118,560 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$5.51M 117,514 +105 +0.1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$5.29M 112,893 +38,466 +52%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.22M 111,342 +55,782 +100%
FWM
32
Fonville Wealth Management
Virginia
$4.76M 101,573 +26,186 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.17M 88,970 +41,820 +89%
SIA
34
SeaBridge Investment Advisors
New Jersey
$4.08M 87,050 +3,394 +4%
Nomura Asset Management
35
Nomura Asset Management
Japan
$4.02M 85,800 – –
NAM
36
NorthCrest Asset Manangement
Minnesota
$3.97M 84,813 +2,524 +3%
LFASL
37
Lugano Financial Advisors SA (LFA)
Switzerland
$3.95M 84,289 +1,163 +1%
KFS
38
Kelly Financial Services
Massachusetts
$3.04M 64,925 +49,603 +324%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.8M 59,733 +9,344 +19%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.72M 57,785 +16,176 +39%
CW
41
CreativeOne Wealth
Kansas
$2.64M 56,309 +21,587 +62%
WI
42
WrapManager Inc
California
$2.57M 54,761 +4,950 +10%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$2.3M 49,071 +23,358 +91%
SWM
44
Sugarloaf Wealth Management
Georgia
$2.27M 48,518 +8,566 +21%
AWM
45
AE Wealth Management
Kansas
$2.16M 46,082 +46,082 New
CI
46
Cambiar Investors
Colorado
$2.06M 44,049 – –
Osaic Holdings
47
Osaic Holdings
Arizona
$2.03M 43,312 +21,596 +99%
HA
48
Hanover Advisors
South Carolina
$1.98M 42,271 -10,518 -20%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.82M 38,909 -4,085 -10%
PP
50
Prudential plc
United Kingdom
$1.82M 38,795 +3,950 +11%
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