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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

111 hedge funds and large institutions have $643M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$243M
2
Creative Planning
2
Creative Planning
Kansas
$9.71M
3
Jane Street
3
Jane Street
New York
$16.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14M
5
Charles Schwab
5
Charles Schwab
California
$56.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.6M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
FNC
4
First National Corp
Massachusetts
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$13K 252 +19 +8%
HR
102
Howe & Rusling
New York
$13K 255 +255 New
MAWCM
103
Mine & Arao Wealth Creation & Management
California
$11K 221 – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$9K 177 -71 -29%
GWM
105
Geneos Wealth Management
Colorado
$7K 152 -47 -24%
FMP
106
Financial Management Professionals
Texas
$4K 82 – –
BA
107
Bellwether Advisors
Nebraska
$3K 58 – –
BlackRock
108
BlackRock
New York
$2K 46 +46 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
AssetMark Inc
110
AssetMark Inc
California
$1K 14 – –
NAM
111
NorthCrest Asset Manangement
Minnesota
– – -95,715 Closed
FNC
112
First National Corp
Massachusetts
– – -75,621 Closed
CFO
113
Custos Family Office
Texas
– – -20,895 Closed
CSIA
114
Conrad Siegel Investment Advisors
Pennsylvania
– – -8,065 Closed
HSBC Holdings
115
HSBC Holdings
United Kingdom
– – -7,682 Closed
MFWM
116
Motley Fool Wealth Management
Virginia
– – -6,032 Closed
NB
117
NBT Bank
New York
– – -5,326 Closed
AWA
118
Aquire Wealth Advisors
Utah
– – -910 Closed
EAM
119
Eukles Asset Management
Ohio
– – -129 Closed
CCM
120
Chilton Capital Management
Texas
– – -46 Closed
AF
121
Allworth Financial
California
$0 4 – –
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5