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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

132 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$71.5M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$5.56M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.18M
4
MAM
4
Madison Asset Management
Wisconsin
$48.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M

Top Sellers

1
CG
1
Cynosure Group
Utah
$0
2
UBS Group
2
UBS Group
Switzerland
$11.7M
3
TB
3
Treynor Bancshares
Iowa
$1.05M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.35M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ETS
51
ESL Trust Services
New York
$1.78M 37,940 +501 +1%
SA
52
Sanctuary Advisors
Indiana
$1.45M 31,535 +31,535 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.41M 29,900 +29,900 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.35M 28,813 -20,347 -41%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$1.27M 27,043 +19,098 +240%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$1.15M 24,445 +15,396 +170%
RJA
57
Raymond James & Associates
Florida
$1.09M 23,284 -1,502 -6%
GEA
58
Glen Eagle Advisors
New Jersey
$1.08M 22,997 -1,782 -7%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.08M 22,966 -370 -2%
AAS
60
Avantax Advisory Services
Texas
$1.07M 22,777 +1,563 +7%
TB
61
Treynor Bancshares
Iowa
$1.05M 22,351 -21,051 -49%
BIA
62
Bigelow Investment Advisors
Maine
$1.03M 21,963 -4 -0%
IWA
63
Icon Wealth Advisors
Texas
$997K 20,840 +20,840 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$928K 19,801 +19,801 New
DWS
65
Dynamic Wealth Strategies
California
$927K 19,772 -578 -3%
MIH
66
Meitav Investment House
Israel
$887K 18,963 -479 -2%
OMC
67
Old Mission Capital
Illinois
$866K 18,475 +18,475 New
Stifel Financial
68
Stifel Financial
Missouri
$849K 18,107 -190 -1%
SB
69
Sunflower Bank
Texas
$745K 15,900 – –
SXL
70
Summit X LLC
Missouri
$742K 15,817 +10,384 +191%
SCA
71
Snowden Capital Advisors
New York
$649K 13,846 – –
PFA
72
Petra Financial Advisors
Colorado
$616K 13,146 -6 -0%
FLA
73
Financial Life Advisors
Texas
$607K 12,947 -495 -4%
BFA
74
Beaumont Financial Advisors
Massachusetts
$603K 12,863 – –
MML Investors Services
75
MML Investors Services
Massachusetts
$581K 12,403 +4,936 +66%
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3
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