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iShares AAA-A Rated Corporate Bond ETF

131 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $532M → $577M (+$44.9M)

4.18% more ownership

Funds ownership: 50.18%54.37% (+4.2%)

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
101
Running Point Capital Advisors
California
$219K -$19.9K -426 -8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$160K +$23.9K +512 +18%
FCA
103
FinTrust Capital Advisors
South Carolina
$152K +$20.1K +430 +15%
LWA
104
Lowe Wealth Advisors
Maryland
$102K -$10.7K -230 -10%
IAIM
105
International Assets Investment Management
Florida
$91.8K +$91.6K +1,960 New
PTC
106
Private Trust Company
Ohio
$90.4K -$514 -11 -0.6%
OP
107
ORG Partners
Indiana
$80.5K +$80.9K +1,731 New
Jones Financial Companies
108
Jones Financial Companies
Missouri
$72.4K +$48.7K +1,042 +208%
BlackRock
109
BlackRock
New York
$51.9K +$38.3K +819 +284%
ACA
110
Aptus Capital Advisors
Alabama
$50.6K -$420 -9 -0.8%
IFAM
111
Institutional & Family Asset Management
Colorado
$48.7K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$43.4K -$47.4K -1,015 -52%
William Blair & Company
113
William Blair & Company
Illinois
$34.5K +$20.2K +432 +142%
US Bancorp
114
US Bancorp
Minnesota
$30.5K -$31K -664 -51%
YDMI
115
Y.D. More Investments
Israel
$29.1K
SS
116
Sunbelt Securities
Texas
$21.8K
GWANC
117
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.7K
MWM
118
Mascoma Wealth Management
New Hampshire
$14.1K -$7.01K -150 -33%
LWM
119
Liberty Wealth Management
California
$12K +$580K +12,418 New
VF
120
VitalStone Financial
Texas
$10.9K -$1.07K -23 -9%
FFA
121
Farther Finance Advisors
California
$9.68K -$158K -3,374 -94%
HI
122
Harbour Investments
Wisconsin
$8.9K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$6.14K -$51.9K -1,111 -89%
GWM
124
Geneos Wealth Management
Colorado
$5.95K
GTAM
125
Global Trust Asset Management
Florida
$4.89K

QLTA Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2024, worth a combined $577M — up 8.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTA positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $7.68M. The largest seller was Cynosure Group, exiting entirely with an estimated $1.19M sold.

  • 131 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $577M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2024 was Miracle Mile Advisors, an estimated $7.68M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2024 was Cynosure Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2024.