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iShares AAA-A Rated Corporate Bond ETF
QLTA

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
76
Meitav Investment House
Israel
$913K -$16.9K -350 -2%
I
77
INVST
Indiana
$859K +$843K +17,487 New
IWA
78
Icon Wealth Advisors
Texas
$851K -$170K -3,534 -17%
HFA
79
High Falls Advisors
New York
$847K +$831K +17,232 New
SB
80
Sunflower Bank
Texas
$781K – – –
SXL
81
Summit X LLC
Missouri
$691K -$51.8K -1,073 -7%
SCA
82
Snowden Capital Advisors
New York
$681K – – –
CI
83
Cambiar Investors
Colorado
$664K -$1.47M -30,547 -69%
BFA
84
Beaumont Financial Advisors
Massachusetts
$632K – – –
SW
85
Simplicity Wealth
New Jersey
$614K +$256K +5,307 +74%
BF
86
BOK Financial
Oklahoma
$581K – – –
OIA
87
OneDigital Investment Advisors
Kansas
$520K -$47.6K -986 -9%
MBT
88
Montecito Bank & Trust
California
$509K – – –
ANTB
89
AMG National Trust Bank
Colorado
$509K -$24.1K -500 -5%
BCI
90
Brinker Capital Investments
Pennsylvania
$502K +$492K +10,205 New
OPS
91
Orion Portfolio Solutions
Nebraska
$502K +$492K +10,205 New
SMI
92
Shelter Mutual Insurance
Missouri
$477K – – –
AFP
93
Ausdal Financial Partners
Iowa
$473K +$465K +9,632 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$428K +$57.3K +1,187 +16%
ARC
95
Advisor Resource Council
Texas
$426K +$418K +8,672 New
SAW
96
Signal Advisors Wealth
Michigan
$407K +$399K +8,271 New
PFPT
97
Pinnacle Financial Partners (Tennessee)
Tennessee
$401K – – –
CWM
98
Consultiva Wealth Management
Puerto Rico
$393K +$386K +7,997 New
Prudential Financial
99
Prudential Financial
New Jersey
$389K +$382K +7,910 New
MCWA
100
Meadow Creek Wealth Advisors
Georgia
$377K -$2.41K -50 -0.6%
2 3
4
5 6

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.