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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

85 hedge funds and large institutions have $346M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
21
Increased
27
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.3M
2
Ameriprise
2
Ameriprise
Minnesota
$46.8M
3
Charles Schwab
3
Charles Schwab
California
$24.3M
4
B
4
Bailard
California
$21.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$1.25M
2
EC
2
Estate Counselors
Wisconsin
$0
3
Jane Street
3
Jane Street
New York
$0
4
FFN
4
Focus Financial Network
Minnesota
$259K
5
UBS Group
5
UBS Group
Switzerland
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$304K -$60.1K -1,091 -16%
FHA
52
Flagship Harbor Advisors
Massachusetts
$288K -$69.5K -1,260 -19%
AWA
53
Acorn Wealth Advisors
Michigan
$283K +$283K +5,163 New
SW
54
SVB Wealth
Massachusetts
$276K – – –
Truist Financial
55
Truist Financial
North Carolina
$260K +$2.59K +47 +1%
FFN
56
Focus Financial Network
Minnesota
$259K -$7.69M -139,385 -97%
LCP
57
Legacy Capital Partners
Wisconsin
$223K +$937 +17 +0.4%
VCA
58
Verdence Capital Advisors
Maryland
$221K – – –
NB
59
NBT Bank
New York
$213K – – –
IFAM
60
Institutional & Family Asset Management
Colorado
$203K +$827 +15 +0.4%
WIC
61
Woodmont Investment Counsel
Tennessee
$201K -$3.47K -63 -2%
RCM
62
Robinson Capital Management
Michigan
$176K +$176K +3,200 New
IA
63
IFP Advisors
Florida
$168K -$26.7K -494 -14%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$122K -$112K -2,040 -48%
NFG
65
Next Financial Group
Texas
$107K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$29.7K +540 +40%
US Bancorp
67
US Bancorp
Minnesota
$72K – – –
DZ Bank
68
DZ Bank
Germany
$69K +$69K +1,257 New
BSG
69
Black Swift Group
Colorado
$55K +$55K +1,000 New
PCM
70
Penserra Capital Management
California
$47K +$47K +855 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$45K – – –
BWM
72
BerganKDV Wealth Management
Minnesota
$38K – – –
APA
73
American Portfolios Advisors
New York
$27K +$5.51K +100 +26%
BWA
74
BDO Wealth Advisors
Florida
$25K -$1.44M -26,006 -98%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K -$4.96K -90 -19%
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