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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.14M 24,458 +24,458 New
PP
77
Prudential plc
United Kingdom
$1.1M 23,505 -14,950 -39%
Stifel Financial
78
Stifel Financial
Missouri
$1.01M 21,640 -345 -2%
BIA
79
Bigelow Investment Advisors
Maine
$1.01M 21,577 +28 +0.1%
I
80
INVST
Indiana
$987K 21,101 +3,614 +21%
DWS
81
Dynamic Wealth Strategies
California
$971K 20,762 +568 +3%
IWA
82
Icon Wealth Advisors
Texas
$964K 20,606 +3,300 +19%
HFA
83
High Falls Advisors
New York
$892K 19,061 +1,829 +11%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$869K 18,570 +13,708 +282%
MIH
85
Meitav Investment House
Israel
$848K 18,141 -472 -3%
SB
86
Sunflower Bank
Texas
$744K 15,900 – –
TWP
87
Triad Wealth Partners
Kansas
$742K 15,848 +15,848 New
SAW
88
Signal Advisors Wealth
Michigan
$673K 14,383 +6,112 +74%
SCA
89
Snowden Capital Advisors
New York
$648K 13,846 – –
SXL
90
Summit X LLC
Missouri
$638K 13,639 -1,105 -7%
CI
91
Cambiar Investors
Colorado
$635K 13,572 +70 +0.5%
BFA
92
Beaumont Financial Advisors
Massachusetts
$602K 12,863 – –
BFG
93
Beacon Financial Group
Texas
$572K 12,230 +12,230 New
OPS
94
Orion Portfolio Solutions
Nebraska
$565K 12,074 +1,869 +18%
BCI
95
Brinker Capital Investments
Pennsylvania
$565K 12,074 +1,869 +18%
DAS
96
Dynamic Advisor Solutions
Arizona
$563K 12,036 -16,001 -57%
AFP
97
Ausdal Financial Partners
Iowa
$561K 11,981 +2,349 +24%
BF
98
BOK Financial
Oklahoma
$551K 11,895 – –
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$515K 11,016 +2,299 +26%
NA
100
NewEdge Advisors
Louisiana
$503K 10,751 +3,226 +43%
2 3
4
5 6