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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

115 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+30
Holders Change %
+35.29%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
39
Increased
44
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$99.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$45.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$62.5M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$39.1M
5
Bank of America
5
Bank of America
North Carolina
$93.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4K
2
GFPC
2
Global Financial Private Capital
Florida
$62K
3
FCA
3
FinTrust Capital Advisors
South Carolina
$2.73M
4
EB
4
Eastern Bank
Massachusetts
$645K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GTAM
76
Global Trust Asset Management
Florida
$318K 5,504 +5,504 New
AWA
77
Acorn Wealth Advisors
Michigan
$299K 5,163 – –
SW
78
SVB Wealth
Massachusetts
$289K 5,000 – –
SPIA
79
Steward Partners Investment Advisory
New York
$289K 5,000 +5,000 New
AFAS
80
Acorn Financial Advisory Services
Virginia
$285K 4,912 -9,370 -66%
Truist Financial
81
Truist Financial
North Carolina
$273K 4,719 – –
CTC
82
Central Trust Company
Missouri
$267K 4,615 -907 -16%
IFAM
83
Institutional & Family Asset Management
Colorado
$260K 4,492 +811 +22%
CCA
84
Catalyst Capital Advisors
New York
$255K 4,400 +4,400 New
TCM
85
Teza Capital Management
Illinois
$247K 4,400 +4,400 New
NB
86
NBT Bank
New York
$237K 4,100 +245 +6%
DAS
87
Dynamic Advisor Solutions
Arizona
$233K 4,025 +4,025 New
VCA
88
Verdence Capital Advisors
Maryland
$231K 4,000 – –
OMC
89
Old Mission Capital
Illinois
$231K 3,995 +3,995 New
WIC
90
Woodmont Investment Counsel
Tennessee
$217K 3,757 +109 +3%
RCM
91
Robinson Capital Management
Michigan
$185K 3,200 – –
IA
92
IFP Advisors
Florida
$175K 3,051 -57 -2%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$135K 2,328 +438 +23%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$107K 1,850 -370 -17%
BCP
95
Blue Chip Partners
Michigan
$102K 1,757 +1,757 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$96K 1,657 +1,657 New
APA
97
American Portfolios Advisors
New York
$84.1K 1,454 +965 +197%
US Bancorp
98
US Bancorp
Minnesota
$75K 1,300 – –
DZ Bank
99
DZ Bank
Germany
$73K 1,257 – –
GFPC
100
Global Financial Private Capital
Florida
$62K 1,067 -162,854 -99%
2 3
4
5 6