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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

118 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
AAS
3
Ameritas Advisory Services
Nebraska
$7.45M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.82M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$23.7M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$332K
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$3.87M
3
Jane Street
3
Jane Street
New York
$4.01M
4
B
4
Bailard
California
$13.3M
5
VAS
5
Valicenti Advisory Services
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
51
Bigelow Investment Advisors
Maine
$1.2M 26,609 -1,638 -6%
MIH
52
Meitav Investment House
Israel
$1.17M 25,913 -2,881 -10%
CG
53
Cynosure Group
Utah
$1.13M 25,081 +25,081 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.04M 23,132 -3,073 -12%
GEA
55
Glen Eagle Advisors
New Jersey
$1.01M 22,505 +5,894 +35%
BCM
56
Brookstone Capital Management
Illinois
$893K 20,395 +20,395 New
CW
57
CreativeOne Wealth
Kansas
$880K 19,505 -33,016 -63%
CA
58
Cetera Advisors
Colorado
$880K 19,510 +2,237 +13%
Pictet Asset Management
59
Pictet Asset Management
Switzerland
$789K 17,500 +17,500 New
LWA
60
Lowe Wealth Advisors
Maryland
$747K 16,578 -3,662 -18%
Stifel Financial
61
Stifel Financial
Missouri
$735K 16,296 -432 -3%
SB
62
Sunflower Bank
Texas
$717K 15,900 – –
MBT
63
Montecito Bank & Trust
California
$711K 15,771 -16,786 -52%
BFA
64
Beaumont Financial Advisors
Massachusetts
$674K 14,954 – –
SCA
65
Snowden Capital Advisors
New York
$612K 13,570 – –
Comerica Bank
66
Comerica Bank
Texas
$608K 13,482 +13,482 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$550K 12,210 -1,541 -11%
BF
68
BOK Financial
Oklahoma
$525K 11,895 – –
WP
69
WealthSource Partners
California
$508K 11,276 -7,666 -40%
RPCA
70
Running Point Capital Advisors
California
$501K 11,121 -218 -2%
AWS
71
Atria Wealth Solutions
New York
$493K 10,945 -1,108 -9%
ANTB
72
AMG National Trust Bank
Colorado
$487K 10,800 – –
SXL
73
Summit X LLC
Missouri
$456K 10,108 -696 -6%
SMI
74
Shelter Mutual Insurance
Missouri
$450K 10,000 – –
PFA
75
Petra Financial Advisors
Colorado
$443K 9,816 +776 +9%
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3
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