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iShares AAA-A Rated Corporate Bond ETF

131 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.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $532M → $577M (+$44.9M)

4.18% more ownership

Funds ownership: 50.18%54.37% (+4.2%)

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.89%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ETS
51
ESL Trust Services
New York
$1.78M +$23.4K +501 +1%
SA
52
Sanctuary Advisors
Indiana
$1.45M +$1.47M +31,535 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.41M +$1.4M +29,900 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.35M -$950K -20,347 -41%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$1.27M +$892K +19,098 +240%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$719K +15,396 +170%
RJA
57
Raymond James & Associates
Florida
$1.09M -$70.2K -1,502 -6%
GEA
58
Glen Eagle Advisors
New Jersey
$1.08M -$83.2K -1,782 -7%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.08M -$17.3K -370 -2%
AAS
60
Avantax Advisory Services
Texas
$1.07M +$73K +1,563 +7%
TB
61
Treynor Bancshares
Iowa
$1.05M -$983K -21,051 -49%
BIA
62
Bigelow Investment Advisors
Maine
$1.03M -$187 -4 -0%
IWA
63
Icon Wealth Advisors
Texas
$997K +$973K +20,840 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$928K +$925K +19,801 New
DWS
65
Dynamic Wealth Strategies
California
$927K -$27K -578 -3%
MIH
66
Meitav Investment House
Israel
$887K -$22.4K -479 -2%
OMC
67
Old Mission Capital
Illinois
$866K +$863K +18,475 New
Stifel Financial
68
Stifel Financial
Missouri
$849K -$8.88K -190 -1%
SB
69
Sunflower Bank
Texas
$745K
SXL
70
Summit X LLC
Missouri
$742K +$485K +10,384 +191%
SCA
71
Snowden Capital Advisors
New York
$649K
PFA
72
Petra Financial Advisors
Colorado
$616K -$280 -6 -0%
FLA
73
Financial Life Advisors
Texas
$607K -$23.1K -495 -4%
BFA
74
Beaumont Financial Advisors
Massachusetts
$603K
MML Investors Services
75
MML Investors Services
Massachusetts
$581K +$231K +4,936 +66%

QLTA Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2024, worth a combined $577M — up 8.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTA positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $7.68M. The largest seller was Cynosure Group, exiting entirely with an estimated $1.19M sold.

  • 131 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $577M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2024 was Miracle Mile Advisors, an estimated $7.68M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2024 was Cynosure Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2024.