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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51M
3
Bank of America
3
Bank of America
North Carolina
$55.9M
4
LPL Financial
4
LPL Financial
California
$59.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$28.5M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$23.3M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.65M
3
AAS
3
Ameritas Advisory Services
Nebraska
$5.08M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$8.17M
5
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$2.57M 52,286 +52,286 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.55M 51,819 +23,006 +80%
PFA
53
Petra Financial Advisors
Colorado
$2.44M 49,710 +36,564 +278%
SWM
54
Sugarloaf Wealth Management
Georgia
$2.43M 49,459 +941 +2%
SIA
55
SeaBridge Investment Advisors
New Jersey
$1.95M 39,681 -47,369 -54%
HA
56
Hanover Advisors
South Carolina
$1.94M 39,509 -2,762 -7%
SWP
57
ShoreHaven Wealth Partners
New Jersey
$1.92M 39,163 -9,908 -20%
PP
58
Prudential plc
United Kingdom
$1.89M 38,455 -340 -0.9%
ETS
59
ESL Trust Services
New York
$1.86M 37,815 -125 -0.3%
AWS
60
Atria Wealth Solutions
New York
$1.84M 37,467 +27,289 +268%
AWM
61
AE Wealth Management
Kansas
$1.73M 35,107 -10,975 -24%
SA
62
Sanctuary Advisors
Indiana
$1.6M 33,841 +2,306 +7%
TB
63
Treynor Bancshares
Iowa
$1.53M 31,189 +8,838 +40%
GEA
64
Glen Eagle Advisors
New Jersey
$1.44M 29,325 +6,328 +28%
JC
65
JB Capital
Connecticut
$1.41M 28,764 +28,764 New
DAS
66
Dynamic Advisor Solutions
Arizona
$1.38M 28,037 -10,872 -28%
AAS
67
Avantax Advisory Services
Texas
$1.26M 25,688 +2,911 +13%
PAG
68
Private Advisor Group
New Jersey
$1.15M 23,345 +23,345 New
OMC
69
Old Mission Capital
Illinois
$1.11M 22,640 +4,165 +23%
Stifel Financial
70
Stifel Financial
Missouri
$1.08M 21,985 +3,878 +21%
BIA
71
Bigelow Investment Advisors
Maine
$1.06M 21,549 -414 -2%
PCA
72
Prosperity Capital Advisors
Ohio
$1.03M 20,920 +20,920 New
DWS
73
Dynamic Wealth Strategies
California
$993K 20,194 +422 +2%
RJA
74
Raymond James & Associates
Florida
$977K 19,876 -3,408 -15%
FAM
75
Family Asset Management
South Carolina
$957K 19,470 +19,470 New
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