iShares AAA-A Rated Corporate Bond ETF
QLTA
178 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, 82 increasing their positions, 44 reducing their positions, and 13 closing their positions.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
86% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 44
10% more funds holding
Funds holding: 162 → 178 (+16)
0% more capital invested
Capital invested by funds: $1.19B → $1.19B (+$4.13M)
2.2% less ownership
Funds ownership: 73.43% → 71.22% (-2.2%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$56.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.2M |
| 4 |
Goldman Sachs
New York
|
+$14.2M |
| 5 |
Morgan Stanley
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$113M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$26.1M |
| 3 |
B
Bailard
Foster City,
California
|
-$20.3M |
| 4 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$7.16M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.4M |
QLTA Hedge Fund Activity: Q1 2025 in Review
178 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2025, worth a combined $1.19B — up 0.35% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new QLTA positions and 13 closed out — a net gain of 20 holders — while 82 added to existing stakes and 44 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $56.1M. The largest seller was Annex Advisory Services, cutting an estimated $113M.
- 178 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2025, up from 162 in Q4 2024.
- Funds reported $1.19B of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2025, up 0.35% quarter-over-quarter.
- 33 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2025 and 13 closed out, a net change of +20 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2025 was AssetMark Inc, an estimated $56.1M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2025 was Annex Advisory Services, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2025.