We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

171 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, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22% → 75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178 → 171 (-7)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
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
82
Reduced
52
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$14M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.66M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.36M
5
Ameriprise
Ameriprise
Minnesota
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$49.9M
2
Goldman Sachs
Goldman Sachs
New York
-$14.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.05M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$3.18M
5
RWM
RKL Wealth Management
Pennsylvania
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
DL
51
DOHJ LLC
Washington
$3.35M +$2.73M +57,924 +423%
PCA
52
Prosperity Capital Advisors
Ohio
$3.08M +$324K +6,892 +12%
SFA
53
Sequoia Financial Advisors
Ohio
$2.88M +$640K +13,595 +29%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$2.79M +$403K +8,570 +17%
QPWM
55
Quadrant Private Wealth Management
Pennsylvania
$2.74M +$234K +4,977 +10%
GEA
56
Glen Eagle Advisors
New Jersey
$2.66M +$142K +3,011 +6%
PFA
57
Petra Financial Advisors
Colorado
$2.64M +$30.4K +645 +1%
TWP
58
Triad Wealth Partners
Kansas
$2.64M +$547K +11,632 +27%
AWM
59
AE Wealth Management
Kansas
$2.29M +$148K +3,137 +7%
FTUS
60
Flow Traders U.S.
New York
$2.23M +$2.19M +46,636 New
RWM
61
RKL Wealth Management
Pennsylvania
$2.08M -$2.58M -54,864 -56%
CFG
62
Cornerstone Financial Group
Nebraska
$2.02M +$84.8K +1,802 +4%
LFASL
63
Lugano Financial Advisors SA (LFA)
Switzerland
$1.88M -$1.98M -42,151 -52%
SW
64
Simplicity Wealth
New Jersey
$1.83M +$1.13M +23,992 +167%
BFG
65
Beacon Financial Group
Texas
$1.73M -$91.1K -1,936 -5%
ETS
66
ESL Trust Services
New York
$1.68M -$29.7K -631 -2%
I
67
INVST
Indiana
$1.65M -$6.92K -147 -0.4%
HA
68
Hanover Advisors
South Carolina
$1.6M -$89K -1,892 -5%
AAS
69
Avantax Advisory Services
Texas
$1.58M +$86.5K +1,839 +6%
IWA
70
Icon Wealth Advisors
Texas
$1.44M -$8K -170 -0.6%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$523K +11,118 +59%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$1.35M -$1M -21,338 -43%
DWS
73
Dynamic Wealth Strategies
California
$1.33M +$295K +6,258 +29%
AWS
74
Atria Wealth Solutions
New York
$1.32M -$1.78M -37,841 -58%
SFM
75
Signet Financial Management
New Jersey
$1.3M +$189K +4,009 +17%
1 2
3
4 5

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.