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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

177 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
33
Increased
81
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
101
BOK Financial
Oklahoma
$565K 11,895 – –
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$492K 10,354 -662 -6%
RPCA
103
Running Point Capital Advisors
California
$482K 10,144 -410 -4%
MBT
104
Montecito Bank & Trust
California
$479K 10,084 +136 +1%
SMI
105
Shelter Mutual Insurance
Missouri
$476K 10,000 – –
MWM
106
Maripau Wealth Management
Indiana
$474K 9,968 +207 +2%
OMC
107
Old Mission Capital
Illinois
$470K 9,898 +9,898 New
ANTB
108
AMG National Trust Bank
Colorado
$468K 9,850 – –
CA
109
Claro Advisors
Massachusetts
$460K 9,671 +3,895 +67%
DAS
110
Dynamic Advisor Solutions
Arizona
$459K 9,656 -2,380 -20%
SIM
111
Synergy Investment Management
Florida
$443K 9,322 +2,540 +37%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$423K 8,915 +608 +7%
TVAMP
113
Tennessee Valley Asset Management Partners
Tennessee
$408K 8,581 +8,581 New
PFP
114
Pinnacle Financial Partners
Tennessee
$388K 8,159 – –
CWM
115
Consultiva Wealth Management
Puerto Rico
$380K 7,997 – –
WWG
116
West Wealth Group
California
$378K 7,954 +3,019 +61%
SCA
117
Snowden Capital Advisors
New York
$373K 7,846 -6,000 -43%
DA
118
Detalus Advisors
Missouri
$369K 7,753 +3,022 +64%
GC
119
Guggenheim Capital
Illinois
$364K 7,655 +7,655 New
MCWA
120
Meadow Creek Wealth Advisors
Georgia
$362K 7,625 -42 -0.5%
ACA
121
Aptus Capital Advisors
Alabama
$335K 7,048 +4,433 +170%
FA
122
Fortis Advisors
Pennsylvania
$319K 6,703 +413 +7%
CPWA
123
Cerro Pacific Wealth Advisors
California
$313K 6,696 – –
OPWM
124
Oregon Pacific Wealth Management
Oregon
$305K 6,415 +6,415 New
KWM
125
Keebeck Wealth Management
Illinois
$291K 6,125 +6,125 New
3 4
5
6 7