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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

165 hedge funds and large institutions have $1.21B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWMG
1
Compass Wealth Management (Georgia)
Georgia
$23.3M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$33.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$19.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$0
5
PCA
5
Prosperity Capital Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Bailard
California
$501K 10,480 -18,011 -63%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$494K 10,388 +34 +0.3%
SMI
103
Shelter Mutual Insurance
Missouri
$479K 10,000 – –
ANTB
104
AMG National Trust Bank
Colorado
$471K 9,850 – –
WWG
105
West Wealth Group
California
$417K 8,697 +743 +9%
SAW
106
Signal Advisors Wealth
Michigan
$404K 8,453 -6,404 -43%
SIM
107
Synergy Investment Management
Florida
$393K 8,219 -1,103 -12%
CWM
108
Consultiva Wealth Management
Puerto Rico
$383K 7,997 – –
AAS
109
Annex Advisory Services
Wisconsin
$381K 7,959 -18,679 -70%
SCA
110
Snowden Capital Advisors
New York
$375K 7,846 – –
MCWA
111
Meadow Creek Wealth Advisors
Georgia
$365K 7,625 – –
HH
112
Hilltop Holdings
Texas
$363K 7,593 +7,593 New
HF
113
HRT Financial
New York
$349K 7,308 +7,308 New
DAS
114
Dynamic Advisor Solutions
Arizona
$339K 7,093 -2,563 -27%
KAS
115
Kestra Advisory Services
Texas
$329K 6,884 +1,113 +19%
IA
116
IFG Advisory
Georgia
$322K 6,721 +1,885 +39%
CPWA
117
Cerro Pacific Wealth Advisors
California
$320K 6,696 – –
SFS
118
Security Financial Services
Indiana
$318K 6,653 +1,179 +22%
FA
119
Fortis Advisors
Pennsylvania
$316K 6,602 -101 -2%
OPWM
120
Oregon Pacific Wealth Management
Oregon
$296K 6,193 -222 -3%
KSWA
121
Kathleen S. Wright Associates
Pennsylvania
$292K 6,100 – –
LFG
122
Lockerman Financial Group
California
$288K 6,026 +292 +5%
KWM
123
Keebeck Wealth Management
Illinois
$275K 5,748 -377 -6%
PAG
124
Private Advisor Group
New Jersey
$275K 5,746 +14 +0.2%
MWM
125
Maripau Wealth Management
Indiana
$273K 5,703 -4,265 -43%
3 4
5
6 7