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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

132 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.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
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
1
Miracle Mile Advisors
California
$71.5M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$5.56M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.18M
4
MAM
4
Madison Asset Management
Wisconsin
$48.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M

Top Sellers

1
CG
1
Cynosure Group
Utah
$0
2
UBS Group
2
UBS Group
Switzerland
$11.7M
3
TB
3
Treynor Bancshares
Iowa
$1.05M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.35M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$557K 11,895 – –
Jane Street
77
Jane Street
New York
$547K 11,666 -7,470 -39%
OIA
78
OneDigital Investment Advisors
Kansas
$542K 11,560 +11,560 New
ANTB
79
AMG National Trust Bank
Colorado
$508K 10,850 +500 +5%
MBT
80
Montecito Bank & Trust
California
$486K 10,363 – –
AWS
81
Atria Wealth Solutions
New York
$477K 10,178 -410 -4%
SMI
82
Shelter Mutual Insurance
Missouri
$469K 10,000 – –
Squarepoint
83
Squarepoint
New York
$465K 9,916 +9,916 New
GAM
84
GEM Asset Management
Michigan
$460K 9,820 – –
PFP
85
Pinnacle Financial Partners
Tennessee
$382K 8,159 – –
MCWA
86
Meadow Creek Wealth Advisors
Georgia
$362K 7,717 -20 -0.3%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$353K 7,530 – –
HF
88
HRT Financial
New York
$340K 7,263 +7,263 New
SW
89
Simplicity Wealth
New Jersey
$337K 7,181 +1,159 +19%
CPWA
90
Cerro Pacific Wealth Advisors
California
$314K 6,696 +6,696 New
TPW
91
Transatlantique Private Wealth
New York
$298K 6,358 – –
MWM
92
Maripau Wealth Management
Indiana
$288K 6,146 +6,146 New
KSWA
93
Kathleen S. Wright Associates
Pennsylvania
$287K 6,133 -765 -11%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$287K 6,131 +14 +0.2%
FFA
95
Fortune Financial Advisors
Kansas
$265K 5,650 +5 +0.1%
Truist Financial
96
Truist Financial
North Carolina
$255K 5,438 +49 +0.9%
SI
97
Stephens Inc
Arkansas
$247K 5,261 – –
WWG
98
West Wealth Group
California
$244K 5,199 +5,199 New
AWA
99
Acorn Wealth Advisors
Michigan
$236K 5,045 -65 -1%
CA
100
Claro Advisors
Massachusetts
$234K 4,989 +4,989 New
2 3
4
5 6