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iShares AAA-A Rated Corporate Bond ETF
QLTA

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$370K +$363K +7,525 New
GAM
102
GEM Asset Management
Michigan
$347K -$128K -2,645 -27%
CPWA
103
Cerro Pacific Wealth Advisors
California
$314K – – –
KSWA
104
Kathleen S. Wright Associates
Pennsylvania
$301K – – –
CA
105
Claro Advisors
Massachusetts
$296K +$50.2K +1,040 +21%
FFA
106
Fortune Financial Advisors
Kansas
$278K +$241 +5 +0.1%
RPCA
107
Running Point Capital Advisors
California
$274K +$44.4K +921 +20%
SI
108
Stephens Inc
Arkansas
$259K – – –
AWA
109
Acorn Wealth Advisors
Michigan
$250K +$2.41K +50 +1%
SWM
110
SigFig Wealth Management
California
$247K +$242K +5,014 New
WIA
111
World Investment Advisors
California
$244K +$239K +4,961 New
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$243K +$239K +4,952 New
WWG
113
West Wealth Group
California
$242K -$13.2K -273 -5%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$239K +$69.7K +1,445 +42%
KAS
115
Kestra Advisory Services
Texas
$224K +$220K +4,560 New
PWM
116
Perigon Wealth Management
California
$223K +$219K +4,537 New
Jones Financial Companies
117
Jones Financial Companies
Missouri
$193K +$114K +2,371 +154%
CFGS
118
Concourse Financial Group Securities
Alabama
$189K +$186K +3,855 New
LFA
119
LGT Financial Advisors
Texas
$175K +$172K +3,557 New
CT
120
Colonial Trust
South Carolina
$154K +$151K +3,127 New
FCA
121
FinTrust Capital Advisors
South Carolina
$143K -$16.3K -337 -10%
PTC
122
Private Trust Company
Ohio
$121K +$25.5K +529 +27%
FHA
123
First Horizon Advisors
Tennessee
$91.7K +$90K +1,865 New
LWA
124
Lowe Wealth Advisors
Maryland
$87.7K -$19.3K -400 -18%
GRP
125
Global Retirement Partners
California
$85K +$83.4K +1,729 New
3 4
5
6 7

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.