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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

127 hedge funds and large institutions have $531M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
38
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$46.6M
2
PPW
2
Parcion Private Wealth
Washington
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.7M
4
CAAM
4
Cornerstone Advisors Asset Management
Pennsylvania
$5.75M
5
ARC
5
Advisor Resource Council
Texas
$4.74M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$36.3M
2
PGA
2
Portland Global Advisors
Maine
$0
3
MMA
3
Miracle Mile Advisors
California
$67.1M
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$1.32M 27,429 -7,598 -22%
ETS
52
ESL Trust Services
New York
$1.25M 26,034 -660 -2%
CG
53
Cynosure Group
Utah
$1.21M 25,081 – –
GEA
54
Glen Eagle Advisors
New Jersey
$1.15M 23,830 +1,325 +6%
AWM
55
AE Wealth Management
Kansas
$1.14M 23,999 -9,154 -28%
BIA
56
Bigelow Investment Advisors
Maine
$1.11M 22,990 -3,619 -14%
DI
57
DAGCO Inc
Ohio
$1M 20,871 +20,871 New
DWS
58
Dynamic Wealth Strategies
California
$1M 20,871 +20,871 New
AAS
59
Avantax Advisory Services
Texas
$989K 20,555 +20,555 New
MIH
60
Meitav Investment House
Israel
$981K 20,411 -5,502 -21%
CA
61
Cetera Advisors
Colorado
$978K 20,321 +811 +4%
BCM
62
Brookstone Capital Management
Illinois
$977K 20,306 -89 -0.4%
Citadel Advisors
63
Citadel Advisors
Florida
$931K 19,343 +19,343 New
CW
64
CreativeOne Wealth
Kansas
$883K 18,354 -1,151 -6%
Stifel Financial
65
Stifel Financial
Missouri
$774K 16,074 -222 -1%
SB
66
Sunflower Bank
Texas
$765K 15,900 – –
WP
67
WealthSource Partners
California
$683K 14,199 +2,923 +26%
QPWM
68
Quadrant Private Wealth Management
Pennsylvania
$670K 13,920 +4,137 +42%
SCA
69
Snowden Capital Advisors
New York
$653K 13,570 – –
BFA
70
Beaumont Financial Advisors
Massachusetts
$620K 12,884 -2,070 -14%
OMC
71
Old Mission Capital
Illinois
$574K 11,930 +3,644 +44%
BF
72
BOK Financial
Oklahoma
$573K 11,895 – –
PFA
73
Petra Financial Advisors
Colorado
$557K 11,578 +1,762 +18%
AWS
74
Atria Wealth Solutions
New York
$523K 10,858 -87 -0.8%
SXL
75
Summit X LLC
Missouri
$519K 10,792 +684 +7%
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