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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
29
Increased
67
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.9M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
LPL Financial
5
LPL Financial
California
$12.5M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.67M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52K
5
Morgan Stanley
5
Morgan Stanley
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EB
76
Eastern Bank
Massachusetts
$362K 6,261 -4,903 -44%
PA
77
PFG Advisors
Arizona
$360K 6,256 -906 -13%
AWA
78
Acorn Wealth Advisors
Michigan
$316K 5,462 +299 +6%
SPIA
79
Steward Partners Investment Advisory
New York
$301K 5,200 +200 +4%
AAP
80
Arax Advisory Partners
Colorado
$300K 5,189 +5,189 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$298K 5,149 +5,149 New
SW
82
SVB Wealth
Massachusetts
$289K 5,000 – –
ASN
83
Advisory Services Network
Georgia
$274K 4,746 +4,746 New
Truist Financial
84
Truist Financial
North Carolina
$273K 4,719 – –
CTC
85
Central Trust Company
Missouri
$267K 4,615 – –
GTAM
86
Global Trust Asset Management
Florida
$265K 4,584 -920 -17%
AFAS
87
Acorn Financial Advisory Services
Virginia
$262K 4,521 -391 -8%
IFAM
88
Institutional & Family Asset Management
Colorado
$261K 4,509 +17 +0.4%
CCA
89
Catalyst Capital Advisors
New York
$254K 4,400 – –
NB
90
NBT Bank
New York
$251K 4,332 +232 +6%
TCM
91
Teza Capital Management
Illinois
$247K 4,400 – –
SPC
92
Sigma Planning Corp
Michigan
$239K 4,124 +4,124 New
APA
93
American Portfolios Advisors
New York
$230K 3,980 +2,526 +174%
OMC
94
Old Mission Capital
Illinois
$225K 3,890 -105 -3%
WIC
95
Woodmont Investment Counsel
Tennessee
$217K 3,757 – –
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$215K 3,702 +1,374 +59%
CCM
97
Crabel Capital Management
California
$201K 3,474 +3,474 New
PAS
98
Partnervest Advisory Services
California
$201K 3,484 +3,484 New
RCM
99
Robinson Capital Management
Michigan
$191K 3,300 +100 +3%
IA
100
IFP Advisors
Florida
$178K 3,069 +18 +0.6%
2 3
4
5 6