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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

166 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-11
Holders Change %
-6.21%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$33.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$19.6M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
Nomura Asset Management
Japan
$0
5
PCA
Prosperity Capital Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Fonville Wealth Management
Virginia
$8.57M +$133K +2,790 +2%
MAM
27
Madison Asset Management
Wisconsin
$8.15M +$288K +6,029 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.14M -$611K -12,764 -7%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$8.08M +$136K +2,838 +2%
Creative Planning
30
Creative Planning
Kansas
$7.56M -$267K -5,576 -3%
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.89M +$196K +4,105 +3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$6.77M +$6.77M +141,513 New
CAAM
33
Cornerstone Advisors Asset Management
Pennsylvania
$6.38M +$69K +1,443 +1%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.37M +$679K +14,198 +12%
WCWM
35
Wooster Corthell Wealth Management
Connecticut
$6.34M -$2.08M -43,429 -25%
HCA
36
Heck Capital Advisors
Wisconsin
$5.47M +$322K +6,721 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.37M +$259K +5,414 +5%
PAS
38
Park Avenue Securities
New York
$5.33M +$223K +4,669 +4%
CW
39
CreativeOne Wealth
Kansas
$5.29M +$272K +5,676 +5%
WI
40
WrapManager Inc
California
$4.63M +$516K +10,791 +13%
IAN
41
Integrated Advisors Network
Texas
$4.61M +$426K +8,907 +10%
JC
42
JB Capital
Connecticut
$4.52M +$833K +17,422 +23%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$4.51M -$136K -2,836 -3%
CC
44
Climber Capital
Switzerland
$4.51M +$326K +8,630 +8%
Citadel Advisors
45
Citadel Advisors
Florida
$4.38M +$4.38M +91,650 New
SIA
46
SeaBridge Investment Advisors
New Jersey
$3.89M +$818K +17,089 +27%
NAM
47
NorthCrest Asset Manangement
Minnesota
$3.81M +$13.8K +291 +0.4%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$3.78M -$271K -5,664 -7%
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.39M +$3.39M +70,942 New
DL
50
DOHJ LLC
Washington
$3.35M +$2.71M +57,924 +423%
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