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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
81
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$1.08M 22,735 +11,984 +111%
PP
77
Prudential plc
United Kingdom
$1.08M 22,645 -860 -4%
HFA
78
High Falls Advisors
New York
$1.07M 22,439 +3,378 +18%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.04M 21,855 +9,781 +81%
OPS
80
Orion Portfolio Solutions
Nebraska
$1.04M 21,855 +9,781 +81%
Jane Street
81
Jane Street
New York
$1.03M 21,650 -52,836 -71%
DWS
82
Dynamic Wealth Strategies
California
$1.02M 21,447 +685 +3%
SXL
83
Summit X LLC
Missouri
$1.01M 21,274 +7,635 +56%
AFW
84
Avantra Family Wealth
Pennsylvania
$1.01M 21,157 +21,157 New
BIA
85
Bigelow Investment Advisors
Maine
$967K 20,346 -1,231 -6%
WIA
86
World Investment Advisors
California
$907K 19,077 +11,927 +167%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$894K 18,810 +240 +1%
Stifel Financial
88
Stifel Financial
Missouri
$833K 17,532 -4,108 -19%
AFP
89
Ausdal Financial Partners
Iowa
$825K 17,367 +5,386 +45%
CI
90
Cambiar Investors
Colorado
$780K 16,408 +2,836 +21%
SB
91
Sunflower Bank
Texas
$756K 15,900 – –
SAW
92
Signal Advisors Wealth
Michigan
$706K 14,857 +474 +3%
SW
93
Simplicity Wealth
New Jersey
$682K 14,358 +14,358 New
MIH
94
Meitav Investment House
Israel
$663K 13,984 -4,157 -23%
DL
95
DOHJ LLC
Washington
$650K 13,683 +13,683 New
SWM
96
SigFig Wealth Management
California
$643K 13,556 +5,410 +66%
BFA
97
Beaumont Financial Advisors
Massachusetts
$626K 13,175 +312 +2%
AG
98
Ascent Group
Virginia
$622K 13,082 +13,082 New
CAG
99
Csenge Advisory Group
Florida
$621K 13,227 +13,227 New
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$588K 12,368 +5,361 +77%
2 3
4
5 6