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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

115 hedge funds and large institutions have $468M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
29
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LRWA
1
Long Run Wealth Advisors
New York
$18M
2
AAS
2
Ameritas Advisory Services
Nebraska
$9.89M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$5.37M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.4M
5
UBS Group
5
UBS Group
Switzerland
$16.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.96M
2
EWM
2
Elite Wealth Management
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$32.2M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$338K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.67M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
76
NBT Bank
New York
$299K 5,326 – –
SI
77
Stephens Inc
Arkansas
$295K 5,261 – –
DWT
78
Dorsey & Whitney Trust
South Dakota
$280K 5,000 -15,000 -75%
SW
79
SVB Wealth
Massachusetts
$280K 5,000 – –
CCA
80
Catalyst Capital Advisors
New York
$247K 4,400 – –
TCM
81
Teza Capital Management
Illinois
$247K 4,400 – –
DCM
82
Donaldson Capital Management
Indiana
$236K 4,209 +4,209 New
William Blair & Company
83
William Blair & Company
Illinois
$212K 3,773 – –
APA
84
American Portfolios Advisors
New York
$203K 3,620 +1 +0%
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$185K 3,295 – –
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$179K 3,194 +3,194 New
TWC
87
TD Waterhouse Canada
Ontario, Canada
$167K 3,000 +3,000 New
US Bancorp
88
US Bancorp
Minnesota
$142K 2,531 +1,231 +95%
NFG
89
Next Financial Group
Texas
$137K 2,438 – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$132K 2,350 – –
CA
91
Clearstead Advisors
Ohio
$130K 2,322 -1,612 -41%
CTC
92
Central Trust Company
Missouri
$113K 2,010 – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$108K 1,931 -64 -3%
AWM
94
Atticus Wealth Management
Florida
$92K 1,643 -319 -16%
FCA
95
FinTrust Capital Advisors
South Carolina
$73K 1,305 – –
DZ Bank
96
DZ Bank
Germany
$64K 1,126 – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$59K 1,044 – –
IFAM
98
Institutional & Family Asset Management
Colorado
$58K 1,039 – –
AWA
99
Aquire Wealth Advisors
Utah
$51K 910 +910 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$43K 768 -128 -14%
2 3
4
5 6