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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

62 hedge funds and large institutions have $175M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$6.52M
2
FFN
2
Focus Financial Network
Minnesota
$7.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.1M
4
AssetMark Inc
4
AssetMark Inc
California
$45.1M
5
SIA
5
SeaBridge Investment Advisors
New Jersey
$4.75M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$422K
2
GFPC
2
Global Financial Private Capital
Florida
$15.6M
3
UBS Group
3
UBS Group
Switzerland
$283K
4
RWM
4
RKL Wealth Management
Pennsylvania
$3.08M
5
Bank of America
5
Bank of America
North Carolina
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$45K 823 – –
BWM
52
BerganKDV Wealth Management
Minnesota
$38K 685 – –
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.3K 480 – –
CIAS
54
Capital Investment Advisory Services
North Carolina
$15K 270 – –
APA
55
American Portfolios Advisors
New York
$11.2K 204 – –
BlackRock
56
BlackRock
New York
$8K 139 – –
GWMIA
57
Global Wealth Management Investment Advisory
Florida
$5K 84 -541 -87%
GWM
58
Geneos Wealth Management
Colorado
$4K 90 +90 New
APC
59
Aspire Private Capital
North Carolina
$3K 54 – –
AIC
60
Archer Investment Corporation
Indiana
$3K 49 – –
ASN
61
Advisory Services Network
Georgia
$2K 45 – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
SC
63
Scotia Capital
Ontario, Canada
– – -5,419 Closed
PCM
64
Price Capital Management
Louisiana
– – -3,500 Closed
RCAG
65
Rehmann Capital Advisory Group
Michigan
– – -257 Closed
SFG
66
SevenBridge Financial Group
Pennsylvania
– – -214 Closed
AF
67
Advisornet Financial
Minnesota
– – -203 Closed
PCG
68
Private Capital Group
Connecticut
– – -122 Closed
Parallax Volatility Advisers
69
Parallax Volatility Advisers
California
– – -1 Closed
QAM
70
QCI Asset Management
New York
– – – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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