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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
29
Increased
67
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.9M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
LPL Financial
5
LPL Financial
California
$12.5M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.67M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52K
5
Morgan Stanley
5
Morgan Stanley
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$136K 2,350 +500 +27%
PFWA
102
Paces Ferry Wealth Advisors
Georgia
$124K 2,146 +2,146 New
NFG
103
Next Financial Group
Texas
$112K 1,945 +1,945 New
BCP
104
Blue Chip Partners
Michigan
$102K 1,766 +9 +0.5%
William Blair & Company
105
William Blair & Company
Illinois
$96K 1,657 +1,657 New
US Bancorp
106
US Bancorp
Minnesota
$87K 1,502 +202 +16%
SFPG
107
Stonebridge Financial Planning Group
Florida
$80K 1,375 +1,375 New
PA
108
Parallel Advisors
California
$75K 1,300 +1,300 New
DZ Bank
109
DZ Bank
Germany
$73K 1,257 – –
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$52K 900 -173,724 -99%
BWM
111
BerganKDV Wealth Management
Minnesota
$40K 685 – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$40K 687 +687 New
Bessemer Group
113
Bessemer Group
New Jersey
$39K 680 +680 New
LFG
114
LifePlan Financial Group
Ohio
$32K 551 – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$31K 530 +530 New
KC
116
Knuff & Co
California
$29K 495 +495 New
TCM
117
TD Capital Management
Tennessee
$23K 395 +395 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6K 390 – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$21K 367 +340 +1,259%
AWM
120
Avior Wealth Management
Nebraska
$20K 360 +360 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$17K 300 – –
CIA
122
Choate Investment Advisors
Massachusetts
$17K 295 +295 New
MAWCM
123
Mine & Arao Wealth Creation & Management
California
$13K 221 – –
GWM
124
Geneos Wealth Management
Colorado
$12K 214 – –
FCA
125
FinTrust Capital Advisors
South Carolina
$2.58K 44,556 -2,670 -6%
2 3 4
5
6