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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

108 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$163M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$22.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.05M

Top Sellers

1
GAG
1
GM Advisory Group
New York
$0
2
LRWA
2
Long Run Wealth Advisors
New York
$364K
3
B
3
Bailard
California
$16.1M
4
OMC
4
Old Mission Capital
Illinois
$1.23M
5
KWA
5
KCS Wealth Advisory
California
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$690K 15,211 – –
KWA
52
KCS Wealth Advisory
California
$664K 14,635 -57,748 -80%
CA
53
Cetera Advisors
Colorado
$631K 13,918 -499 -3%
RPCA
54
Running Point Capital Advisors
California
$562K 12,383 -6,603 -35%
BF
55
BOK Financial
Oklahoma
$540K 11,895 – –
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$537K 11,847 +10 +0.1%
AT
57
American Trust
Kentucky
$488K 10,745 -319 -3%
ASN
58
Advisory Services Network
Georgia
$404K 8,895 +467 +6%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$401K 8,853 -1,009 -10%
MCWA
60
Meadow Creek Wealth Advisors
Georgia
$394K 8,680 -20 -0.2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$371K 8,187 -408 -5%
MML Investors Services
62
MML Investors Services
Massachusetts
$370K 8,156 -5 -0.1%
LRWA
63
Long Run Wealth Advisors
New York
$364K 8,024 -257,669 -97%
SCA
64
Snowden Capital Advisors
New York
$343K 7,570 – –
KCM
65
Karp Capital Management
California
$302K 6,660 +6,660 New
US Bancorp
66
US Bancorp
Minnesota
$290K 6,392 – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$281K 6,183 +441 +8%
TPW
68
Transatlantique Private Wealth
New York
$268K 5,913 +5,913 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$257K 5,670 -15,307 -73%
AWS
70
Atria Wealth Solutions
New York
$246K 5,425 +5,425 New
AWA
71
Acorn Wealth Advisors
Michigan
$244K 5,381 – –
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$244K 5,372 +758 +16%
SI
73
Stephens Inc
Arkansas
$239K 5,261 – –
SW
74
SVB Wealth
Massachusetts
$227K 5,000 – –
LIM
75
Leavell Investment Management
Alabama
$225K 4,956 +4,956 New
1 2
3
4 5