QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
29
Increased
67
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.9M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
LPL Financial
5
LPL Financial
California
$12.5M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.67M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52K
5
Morgan Stanley
5
Morgan Stanley
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
51
V Wealth Advisors
Kansas
$1.56M 26,949 +11,398 +73%
BRC
52
BHF RG Capital
Arizona
$1.55M 26,818 +7,734 +41%
ANTB
53
AMG National Trust Bank
Colorado
$1.35M 23,250 +14,725 +173%
CA
54
Cetera Advisors
Colorado
$1.07M 18,545 +4,115 +29%
Wolverine Trading
55
Wolverine Trading
Illinois
$956K 16,519 +16,519 New
BFA
56
Beaumont Financial Advisors
Massachusetts
$940K 16,246 – –
BIA
57
Bigelow Investment Advisors
Maine
$928K 16,042 +484 +3%
CNB
58
Camden National Bank
Maine
$915K 15,819 +6,776 +75%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$811K 14,019 +3,454 +33%
OWA
60
Outlook Wealth Advisors
Texas
$808K 13,966 -956 -6%
PFG
61
Pacific Financial Group
Washington
$761K 13,167 +13,167 New
WCM
62
Wealthcare Capital Management
Virginia
$751K 12,991 +1,901 +17%
PGAM
63
Princeton Global Asset Management
New Jersey
$746K 12,892 +3,397 +36%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$605K 10,467 +1,455 +16%
LCP
65
Legacy Capital Partners
Wisconsin
$532K 9,205 -12 -0.1%
MIH
66
Meitav Investment House
Israel
$512K 8,856 +8,856 New
SCA
67
Snowden Capital Advisors
New York
$506K 8,742 +1,172 +15%
IWS
68
Insight Wealth Strategies
California
$469K 8,102 +8,102 New
PP
69
Prudential plc
United Kingdom
$465K 8,040 – –
CIAS
70
Capital Investment Advisory Services
North Carolina
$429K 7,413 +8 +0.1%
WCG
71
Weaver Consulting Group
California
$423K 7,319 +398 +6%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$411K 7,105 +6,282 +763%
DAS
73
Dynamic Advisor Solutions
Arizona
$409K 7,080 +3,055 +76%
JIP
74
Jaffetilchin Investment Partners
Florida
$406K 7,017 -46 -0.7%
CAG
75
Crestwood Advisors Group
Massachusetts
$389K 6,725 -1,775 -21%
1 2
3
4 5