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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

108 hedge funds and large institutions have $518M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$163M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$22.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.05M

Top Sellers

1
GAG
1
GM Advisory Group
New York
$0
2
LRWA
2
Long Run Wealth Advisors
New York
$364K
3
B
3
Bailard
California
$16.1M
4
OMC
4
Old Mission Capital
Illinois
$1.23M
5
KWA
5
KCS Wealth Advisory
California
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$6K 152 – –
FMP
102
Financial Management Professionals
Texas
$4K 82 – –
RIA
103
Realta Investment Advisors
Delaware
$4K 79 +79 New
BA
104
Bellwether Advisors
Nebraska
$2K 58 – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
AssetMark Inc
106
AssetMark Inc
California
$1K 14 – –
HWMA
107
Heritage Wealth Management (Arizona)
Arizona
$1K 29 +29 New
GAG
108
GM Advisory Group
New York
– – -395,803 Closed
APA
109
Astoria Portfolio Advisors
New York
– – -27,125 Closed
DIA
110
Dana Investment Advisors
Wisconsin
– – -5,565 Closed
Truist Financial
111
Truist Financial
North Carolina
– – -4,231 Closed
MBT
112
Montecito Bank & Trust
California
– – -4,174 Closed
CTC
113
Central Trust Company
Missouri
– – -2,010 Closed
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,867 Closed
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
– – -1,570 Closed
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– – -1,044 Closed
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
– – -446 Closed
SFG
118
Steward Financial Group
Texas
– – -182 Closed
FBC
119
Fairfield, Bush & Co
Connecticut
– – -100 Closed
CCM
120
Chilton Capital Management
Texas
– – -46 Closed
MIM
121
MTM Investment Management
South Carolina
– – -30 Closed
VVP
122
Venture Visionary Partners
Ohio
– – -28 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
AWM
124
Avior Wealth Management
Nebraska
$0 20 +20 New
1 2 3 4
5