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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

128 hedge funds and large institutions have $532M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
41
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$37.6M
2
LPL Financial
2
LPL Financial
California
$37M
3
SWP
3
Stratos Wealth Partners
Ohio
$13M
4
MAM
4
Madison Asset Management
Wisconsin
$45.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.2M
2
SIM
2
Stratos Investment Management
Ohio
$563K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.13M
5
ARC
5
Advisor Resource Council
Texas
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
76
GEM Asset Management
Michigan
$453K 9,820 +1,900 +24%
QPWM
77
Quadrant Private Wealth Management
Pennsylvania
$430K 9,049 -4,871 -35%
PFP
78
Pinnacle Financial Partners
Tennessee
$387K 8,159 +549 +7%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$377K 7,945 +1,623 +26%
MCWA
80
Meadow Creek Wealth Advisors
Georgia
$367K 7,737 -41 -0.5%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$358K 7,530 – –
MML Investors Services
82
MML Investors Services
Massachusetts
$355K 7,467 -1,315 -15%
KSWA
83
Kathleen S. Wright Associates
Pennsylvania
$328K 6,898 -456 -6%
TPW
84
Transatlantique Private Wealth
New York
$302K 6,358 – –
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$290K 6,117 +6,117 New
SW
86
Simplicity Wealth
New Jersey
$286K 6,022 +6,022 New
FFA
87
Fortune Financial Advisors
Kansas
$268K 5,645 -322 -5%
SXL
88
Summit X LLC
Missouri
$258K 5,433 -5,359 -50%
Truist Financial
89
Truist Financial
North Carolina
$256K 5,389 +25 +0.5%
SI
90
Stephens Inc
Arkansas
$250K 5,261 – –
AWA
91
Acorn Wealth Advisors
Michigan
$243K 5,110 -49 -0.9%
RPCA
92
Running Point Capital Advisors
California
$242K 5,089 – –
HSBC Holdings
93
HSBC Holdings
United Kingdom
$216K 4,541 -1,199 -21%
KAS
94
Kestra Advisory Services
Texas
$215K 4,534 +343 +8%
FFA
95
Farther Finance Advisors
California
$168K 3,582 -108 -3%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$138K 2,905 +791 +37%
FCA
97
FinTrust Capital Advisors
South Carolina
$134K 2,824 – –
TAM
98
Tucker Asset Management
Colorado
$127K 2,677 +2,677 New
LWA
99
Lowe Wealth Advisors
Maryland
$115K 2,415 +50 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$92.2K 1,942 -359 -16%
2 3
4
5 6