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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
RPCA
101
Running Point Capital Advisors
California
$494K 10,554 +4,970 +89%
OIA
102
OneDigital Investment Advisors
Kansas
$488K 10,425 -149 -1%
SMI
103
Shelter Mutual Insurance
Missouri
$468K 10,000 – –
MBT
104
Montecito Bank & Trust
California
$465K 9,948 -415 -4%
ANTB
105
AMG National Trust Bank
Colorado
$461K 9,850 -500 -5%
MWM
106
Maripau Wealth Management
Indiana
$457K 9,761 +9,761 New
Jones Financial Companies
107
Jones Financial Companies
Missouri
$389K 8,307 +4,392 +112%
SWM
108
SigFig Wealth Management
California
$382K 8,146 +3,132 +62%
PFP
109
Pinnacle Financial Partners
Tennessee
$382K 8,159 – –
CWM
110
Consultiva Wealth Management
Puerto Rico
$374K 7,997 – –
KeyBank National Association
111
KeyBank National Association
Ohio
$362K 7,742 +7,742 New
MCWA
112
Meadow Creek Wealth Advisors
Georgia
$359K 7,667 – –
CFGS
113
Concourse Financial Group Securities
Alabama
$358K 7,648 +3,793 +98%
WIA
114
World Investment Advisors
California
$335K 7,150 +2,189 +44%
CPWA
115
Cerro Pacific Wealth Advisors
California
$329K 6,696 – –
KFGK
116
Keystone Financial Group (Kentucky)
Kentucky
$328K 7,007 +2,055 +41%
SIM
117
Synergy Investment Management
Florida
$317K 6,782 +6,782 New
FA
118
Fortis Advisors
Pennsylvania
$294K 6,290 +6,290 New
KSWA
119
Kathleen S. Wright Associates
Pennsylvania
$285K 6,100 -33 -0.5%
CA
120
Claro Advisors
Massachusetts
$270K 5,776 -253 -4%
FFA
121
Fortune Financial Advisors
Kansas
$260K 5,546 -109 -2%
KAS
122
Kestra Advisory Services
Texas
$255K 5,442 +882 +19%
AWA
123
Acorn Wealth Advisors
Michigan
$238K 5,095 – –
WWG
124
West Wealth Group
California
$231K 4,935 +9 +0.2%
DA
125
Detalus Advisors
Missouri
$221K 4,731 +4,731 New
3 4
5
6 7