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iShares AAA-A Rated Corporate Bond ETF
QLTA

131 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $532M → $577M (+$44.9M)

4.18% more ownership

Funds ownership: 50.18% → 54.37% (+4.2%)

3% more funds holding

Funds holding: 127 → 131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$7.68M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.54M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.21M
4
MAM
Madison Asset Management
Wisconsin
+$4.02M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.87M

Top Sellers

1
CG
Cynosure Group
Utah
-$1.19M
2
UBS Group
UBS Group
Switzerland
-$1.02M
3
TB
Treynor Bancshares
Iowa
-$983K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$950K
5
BCM
Brookstone Capital Management
Illinois
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
76
BOK Financial
Oklahoma
$557K – – –
Jane Street
77
Jane Street
New York
$547K -$349K -7,470 -39%
OIA
78
OneDigital Investment Advisors
Kansas
$542K +$540K +11,560 New
ANTB
79
AMG National Trust Bank
Colorado
$508K +$23.4K +500 +5%
MBT
80
Montecito Bank & Trust
California
$486K – – –
AWS
81
Atria Wealth Solutions
New York
$477K -$19.2K -410 -4%
SMI
82
Shelter Mutual Insurance
Missouri
$469K – – –
Squarepoint
83
Squarepoint
New York
$465K +$463K +9,916 New
GAM
84
GEM Asset Management
Michigan
$460K – – –
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K – – –
MCWA
86
Meadow Creek Wealth Advisors
Georgia
$362K -$934 -20 -0.3%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$353K – – –
HF
88
HRT Financial
New York
$340K +$339K +7,263 New
SW
89
Simplicity Wealth
New Jersey
$337K +$54.1K +1,159 +19%
CPWA
90
Cerro Pacific Wealth Advisors
California
$314K +$313K +6,696 New
TPW
91
Transatlantique Private Wealth
New York
$298K – – –
MWM
92
Maripau Wealth Management
Indiana
$288K +$287K +6,146 New
KSWA
93
Kathleen S. Wright Associates
Pennsylvania
$287K -$35.7K -765 -11%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$287K +$654 +14 +0.2%
FFA
95
Fortune Financial Advisors
Kansas
$265K +$234 +5 +0.1%
Truist Financial
96
Truist Financial
North Carolina
$255K +$2.29K +49 +0.9%
SI
97
Stephens Inc
Arkansas
$247K – – –
WWG
98
West Wealth Group
California
$244K +$243K +5,199 New
AWA
99
Acorn Wealth Advisors
Michigan
$236K -$3.04K -65 -1%
CA
100
Claro Advisors
Massachusetts
$234K +$233K +4,989 New
2 3
4
5 6

QLTA Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2024, worth a combined $577M — up 8.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTA positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $7.68M. The largest seller was Cynosure Group, exiting entirely with an estimated $1.19M sold.

  • 131 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $577M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2024 was Miracle Mile Advisors, an estimated $7.68M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2024 was Cynosure Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2024.