QLTA icon

iShares AAA-A Rated Corporate Bond ETF

118 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QPWM
76
Quadrant Private Wealth Management
Pennsylvania
$441K 9,783 -919 -9%
KSWA
77
Kathleen S. Wright Associates
Pennsylvania
$419K 9,305 -981 -10%
MML Investors Services
78
MML Investors Services
Massachusetts
$405K 8,987 -1,124 -11%
GAM
79
GEM Asset Management
Michigan
$384K 8,520
OMC
80
Old Mission Capital
Illinois
$374K 8,286 -8,694 -51%
ARC
81
Advisor Resource Council
Texas
$364K 8,082 +346 +4%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$340K 7,543 +7,543 New
CIA
83
Compass Ion Advisors
Pennsylvania
$332K 7,354 -640,355 -99%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$316K 7,001 +7,001 New
PFP
85
Pinnacle Financial Partners
Tennessee
$275K 6,108 +6,108 New
FFA
86
Fortune Financial Advisors
Kansas
$274K 6,085 +9 +0.1%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$243K 5,392 +255 +5%
Truist Financial
88
Truist Financial
North Carolina
$240K 5,327 +81 +2%
SI
89
Stephens Inc
Arkansas
$237K 5,261
AWA
90
Acorn Wealth Advisors
Michigan
$233K 5,159 -12 -0.2%
NB
91
NBT Bank
New York
$213K 4,715 -1,390 -23%
FCA
92
FinTrust Capital Advisors
South Carolina
$127K 2,824 -315 -10%
PTC
93
Private Trust Company
Ohio
$108K 2,388 +73 +3%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$69.6K 1,544
US Bancorp
95
US Bancorp
Minnesota
$69.3K 1,538 +119 +8%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$56K 1,242 -14,432 -92%
IFAM
97
Institutional & Family Asset Management
Colorado
$46.8K 1,039
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$43.4K 962 +962 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$29.2K 648
DZ Bank
100
DZ Bank
Germany
$24.6K 549