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iShares AAA-A Rated Corporate Bond ETF
QLTA

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$8.13M -$1.37M -28,475 -15%
CGFA
27
Colton Groome Financial Advisors
North Carolina
$7.6M -$147K -3,057 -2%
RWM
28
RKL Wealth Management
Pennsylvania
$7.58M -$117K -2,424 -2%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$7.54M +$457K +9,472 +7%
FWM
30
Fonville Wealth Management
Virginia
$7.08M +$2.05M +42,476 +42%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.59M +$5.17M +107,084 +396%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$6.46M – – –
IAN
33
Integrated Advisors Network
Texas
$6.08M -$18.2K -378 -0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.04M +$484K +10,036 +9%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$5.78M +$4.82K +100 +0.1%
AAS
36
Ameritas Advisory Services
Nebraska
$5.08M -$2.5M -51,789 -33%
BlackRock
37
BlackRock
New York
$4.79M +$4.65M +96,323 +8,701%
KFS
38
Kelly Financial Services
Massachusetts
$4.53M +$1.32M +27,266 +42%
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$4.37M +$226K +4,683 +6%
Nomura Asset Management
40
Nomura Asset Management
Japan
$4.22M – – –
NAM
41
NorthCrest Asset Manangement
Minnesota
$4.14M -$30.4K -631 -0.7%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$3.99M +$1.03M +21,409 +36%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.88M +$3.21M +66,493 +536%
SWP
44
Stratos Wealth Partners
Ohio
$3.65M -$12.4M -257,388 -78%
WI
45
WrapManager Inc
California
$3.37M +$663K +13,747 +25%
CW
46
CreativeOne Wealth
Kansas
$2.97M +$201K +4,165 +7%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$2.86M +$16.6K +345 +0.6%
PAS
48
Park Avenue Securities
New York
$2.83M +$2.78M +57,648 New
Osaic Holdings
49
Osaic Holdings
Arizona
$2.76M +$620K +12,848 +30%
QPWM
50
Quadrant Private Wealth Management
Pennsylvania
$2.7M +$1.47M +30,568 +125%
1
2
3 4 5

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.