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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
81
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
51
Prosperity Capital Advisors
Ohio
$2.73M 57,473 +25,649 +81%
PFA
52
Petra Financial Advisors
Colorado
$2.6M 54,643 +4,100 +8%
GEA
53
Glen Eagle Advisors
New Jersey
$2.5M 52,664 +18,516 +54%
QPWM
54
Quadrant Private Wealth Management
Pennsylvania
$2.49M 52,389 +21,080 +67%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$2.36M 49,810 -2,982 -6%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$2.36M 49,605 -17,726 -26%
SFA
57
Sequoia Financial Advisors
Ohio
$2.21M 46,552 +46,552 New
AWM
58
AE Wealth Management
Kansas
$2.12M 44,670 +9,491 +27%
TWP
59
Triad Wealth Partners
Kansas
$2.07M 43,553 +27,705 +175%
CFG
60
Cornerstone Financial Group
Nebraska
$1.89M 40,364 +5,118 +15%
BFG
61
Beacon Financial Group
Texas
$1.81M 38,014 +25,784 +211%
BlackRock
62
BlackRock
New York
$1.79M 37,676 -30,031 -44%
ARC
63
Advisor Resource Council
Texas
$1.73M 36,760 +36,760 New
ETS
64
ESL Trust Services
New York
$1.7M 35,739 -1,751 -5%
HA
65
Hanover Advisors
South Carolina
$1.68M 35,277 -1,350 -4%
I
66
INVST
Indiana
$1.65M 34,722 +13,621 +65%
EB
67
Eastern Bank
Massachusetts
$1.63M 34,238 -19,086 -36%
AAS
68
Avantax Advisory Services
Texas
$1.49M 31,248 +4,394 +16%
IWA
69
Icon Wealth Advisors
Texas
$1.44M 30,330 +9,724 +47%
B
70
Bailard
California
$1.35M 28,491 -429,812 -94%
CCP
71
Cushing Capital Partners
Wisconsin
$1.32M 27,780 -12,543 -31%
AAS
72
Annex Advisory Services
Wisconsin
$1.27M 26,638 -2,389,244 -99%
AFG
73
Atomi Financial Group
New York
$1.11M 23,280 -5,912 -20%
AAS
74
Ameritas Advisory Services
Nebraska
$1.11M 23,254 -24,354 -51%
SFM
75
Signet Financial Management
New Jersey
$1.1M 23,131 +23,131 New
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