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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

166 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-11
Holders Change %
-6.21%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$33.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$19.6M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
Nomura Asset Management
Japan
$0
5
PCA
Prosperity Capital Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$2.88M +$650K +13,595 +29%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$2.79M +$410K +8,570 +17%
QPWM
53
Quadrant Private Wealth Management
Pennsylvania
$2.74M +$238K +4,977 +10%
GEA
54
Glen Eagle Advisors
New Jersey
$2.66M +$144K +3,011 +6%
PFA
55
Petra Financial Advisors
Colorado
$2.64M +$30.9K +645 +1%
TWP
56
Triad Wealth Partners
Kansas
$2.64M +$556K +11,632 +27%
AWM
57
AE Wealth Management
Kansas
$2.29M +$150K +3,137 +7%
FTUS
58
Flow Traders U.S.
New York
$2.23M +$2.23M +46,636 New
RWM
59
RKL Wealth Management
Pennsylvania
$2.08M -$2.62M -54,864 -56%
CFG
60
Cornerstone Financial Group
Nebraska
$2.02M +$86.2K +1,802 +4%
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$1.88M -$2M -42,151 -52%
SW
62
Simplicity Wealth
New Jersey
$1.83M +$1.15M +23,992 +167%
BFG
63
Beacon Financial Group
Texas
$1.73M -$92.6K -1,936 -5%
ETS
64
ESL Trust Services
New York
$1.68M -$30.2K -631 -2%
HA
65
Hanover Advisors
South Carolina
$1.6M -$90.5K -1,892 -5%
AAS
66
Avantax Advisory Services
Texas
$1.58M +$88K +1,839 +6%
IWA
67
Icon Wealth Advisors
Texas
$1.44M -$8.13K -170 -0.6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$532K +11,118 +59%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.35M -$1.02M -21,338 -43%
DWS
70
Dynamic Wealth Strategies
California
$1.33M +$299K +6,258 +29%
AWS
71
Atria Wealth Solutions
New York
$1.32M -$1.81M -37,841 -58%
SFM
72
Signet Financial Management
New Jersey
$1.3M +$192K +4,009 +17%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.29M +$240K +5,017 +23%
NA
74
NewEdge Advisors
Louisiana
$1.28M +$190K +3,982 +18%
SXL
75
Summit X LLC
Missouri
$1.06M +$46.7K +976 +5%
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