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iShares AAA-A Rated Corporate Bond ETF
QLTA

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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
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
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.57M +$2.52M +52,286 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.55M +$1.11M +23,006 +80%
PFA
53
Petra Financial Advisors
Colorado
$2.44M +$1.76M +36,564 +278%
SWM
54
Sugarloaf Wealth Management
Georgia
$2.43M +$45.4K +941 +2%
SIA
55
SeaBridge Investment Advisors
New Jersey
$1.95M -$2.28M -47,369 -54%
HA
56
Hanover Advisors
South Carolina
$1.94M -$133K -2,762 -7%
SWP
57
ShoreHaven Wealth Partners
New Jersey
$1.92M -$478K -9,908 -20%
PP
58
Prudential plc
United Kingdom
$1.89M -$16.4K -340 -0.9%
ETS
59
ESL Trust Services
New York
$1.86M -$6.03K -125 -0.3%
AWS
60
Atria Wealth Solutions
New York
$1.84M +$1.32M +27,289 +268%
AWM
61
AE Wealth Management
Kansas
$1.73M -$529K -10,975 -24%
SA
62
Sanctuary Advisors
Indiana
$1.6M +$111K +2,306 +7%
TB
63
Treynor Bancshares
Iowa
$1.53M +$426K +8,838 +40%
GEA
64
Glen Eagle Advisors
New Jersey
$1.44M +$305K +6,328 +28%
JC
65
JB Capital
Connecticut
$1.41M +$1.39M +28,764 New
DAS
66
Dynamic Advisor Solutions
Arizona
$1.38M -$524K -10,872 -28%
AAS
67
Avantax Advisory Services
Texas
$1.26M +$140K +2,911 +13%
PAG
68
Private Advisor Group
New Jersey
$1.15M +$1.13M +23,345 New
OMC
69
Old Mission Capital
Illinois
$1.11M +$201K +4,165 +23%
Stifel Financial
70
Stifel Financial
Missouri
$1.08M +$187K +3,878 +21%
BIA
71
Bigelow Investment Advisors
Maine
$1.06M -$20K -414 -2%
PCA
72
Prosperity Capital Advisors
Ohio
$1.03M +$1.01M +20,920 New
DWS
73
Dynamic Wealth Strategies
California
$993K +$20.4K +422 +2%
RJA
74
Raymond James & Associates
Florida
$977K -$164K -3,408 -15%
FAM
75
Family Asset Management
South Carolina
$957K +$939K +19,470 New
1 2
3
4 5

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.