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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

165 hedge funds and large institutions have $1.21B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWMG
1
Compass Wealth Management (Georgia)
Georgia
$23.3M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$33.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$19.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$0
5
PCA
5
Prosperity Capital Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.79M 58,380 +8,570 +17%
QPWM
52
Quadrant Private Wealth Management
Pennsylvania
$2.74M 57,366 +4,977 +10%
GEA
53
Glen Eagle Advisors
New Jersey
$2.66M 55,675 +3,011 +6%
PFA
54
Petra Financial Advisors
Colorado
$2.64M 55,288 +645 +1%
TWP
55
Triad Wealth Partners
Kansas
$2.64M 55,185 +11,632 +27%
AWM
56
AE Wealth Management
Kansas
$2.29M 47,807 +3,137 +7%
FTUS
57
Flow Traders U.S.
New York
$2.23M 46,636 +46,636 New
RWM
58
RKL Wealth Management
Pennsylvania
$2.08M 43,426 -54,864 -56%
CFG
59
Cornerstone Financial Group
Nebraska
$2.02M 42,166 +1,802 +4%
LFASL
60
Lugano Financial Advisors SA (LFA)
Switzerland
$1.88M 39,595 -42,151 -52%
SW
61
Simplicity Wealth
New Jersey
$1.83M 38,350 +23,992 +167%
BFG
62
Beacon Financial Group
Texas
$1.73M 36,078 -1,936 -5%
ETS
63
ESL Trust Services
New York
$1.68M 35,108 -631 -2%
HA
64
Hanover Advisors
South Carolina
$1.6M 33,385 -1,892 -5%
AAS
65
Avantax Advisory Services
Texas
$1.58M 33,087 +1,839 +6%
IWA
66
Icon Wealth Advisors
Texas
$1.44M 30,160 -170 -0.6%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.43M 29,928 +11,118 +59%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.35M 28,267 -21,338 -43%
DWS
69
Dynamic Wealth Strategies
California
$1.33M 27,705 +6,258 +29%
AWS
70
Atria Wealth Solutions
New York
$1.32M 27,581 -37,841 -58%
SFM
71
Signet Financial Management
New Jersey
$1.3M 27,140 +4,009 +17%
BCI
72
Brinker Capital Investments
Pennsylvania
$1.29M 26,872 +5,017 +23%
NA
73
NewEdge Advisors
Louisiana
$1.28M 26,717 +3,982 +18%
SXL
74
Summit X LLC
Missouri
$1.06M 22,250 +976 +5%
BIA
75
Bigelow Investment Advisors
Maine
$996K 20,822 +476 +2%
1 2
3
4 5