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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

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 14 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.2%
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
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51M
3
Bank of America
3
Bank of America
North Carolina
$55.9M
4
LPL Financial
4
LPL Financial
California
$59.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$28.5M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$23.3M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.65M
3
AAS
3
Ameritas Advisory Services
Nebraska
$5.08M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$8.17M
5
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$8.13M 165,407 -28,475 -15%
CGFA
27
Colton Groome Financial Advisors
North Carolina
$7.6M 154,564 -3,057 -2%
RWM
28
RKL Wealth Management
Pennsylvania
$7.58M 154,234 -2,424 -2%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$7.54M 153,441 +9,472 +7%
FWM
30
Fonville Wealth Management
Virginia
$7.08M 144,049 +42,476 +42%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.59M 134,127 +107,084 +396%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$6.46M 131,333 – –
IAN
33
Integrated Advisors Network
Texas
$6.08M 123,791 -378 -0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.04M 122,929 +10,036 +9%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$5.78M 117,614 +100 +0.1%
AAS
36
Ameritas Advisory Services
Nebraska
$5.08M 103,443 -51,789 -33%
BlackRock
37
BlackRock
New York
$4.79M 97,430 +96,323 +8,701%
KFS
38
Kelly Financial Services
Massachusetts
$4.53M 92,191 +27,266 +42%
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$4.37M 88,972 +4,683 +6%
Nomura Asset Management
40
Nomura Asset Management
Japan
$4.22M 85,800 – –
NAM
41
NorthCrest Asset Manangement
Minnesota
$4.14M 84,182 -631 -0.7%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$3.99M 81,142 +21,409 +36%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.88M 78,896 +66,493 +536%
SWP
44
Stratos Wealth Partners
Ohio
$3.65M 74,246 -257,388 -78%
WI
45
WrapManager Inc
California
$3.37M 68,508 +13,747 +25%
CW
46
CreativeOne Wealth
Kansas
$2.97M 60,474 +4,165 +7%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$2.86M 58,130 +345 +0.6%
PAS
48
Park Avenue Securities
New York
$2.83M 57,648 +57,648 New
Osaic Holdings
49
Osaic Holdings
Arizona
$2.76M 56,160 +12,848 +30%
QPWM
50
Quadrant Private Wealth Management
Pennsylvania
$2.7M 55,013 +30,568 +125%
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