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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

166 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-11
Holders Change %
-6.21%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
80
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$33.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
5
Ameriprise
Ameriprise
Minnesota
$19.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$19.6M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$174M
4
Nomura Asset Management
Nomura Asset Management
Japan
$0
5
PCA
Prosperity Capital Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
101
Monograph Wealth Advisors
California
$502K +$502K +10,490 New
B
102
Bailard
California
$501K -$862K -18,011 -63%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$494K +$1.62K +34 +0.3%
SMI
104
Shelter Mutual Insurance
Missouri
$479K – – –
ANTB
105
AMG National Trust Bank
Colorado
$471K – – –
WWG
106
West Wealth Group
California
$417K +$35.6K +743 +9%
SAW
107
Signal Advisors Wealth
Michigan
$404K -$306K -6,404 -43%
SIM
108
Synergy Investment Management
Florida
$393K -$52.8K -1,103 -12%
CWM
109
Consultiva Wealth Management
Puerto Rico
$383K – – –
AAS
110
Annex Advisory Services
Wisconsin
$381K -$894K -18,679 -70%
SCA
111
Snowden Capital Advisors
New York
$375K – – –
MCWA
112
Meadow Creek Wealth Advisors
Georgia
$365K – – –
HH
113
Hilltop Holdings
Texas
$363K +$363K +7,593 New
HF
114
HRT Financial
New York
$349K +$349K +7,308 New
DAS
115
Dynamic Advisor Solutions
Arizona
$339K -$123K -2,563 -27%
KAS
116
Kestra Advisory Services
Texas
$329K +$53.2K +1,113 +19%
IA
117
IFG Advisory
Georgia
$322K +$90.2K +1,885 +39%
CPWA
118
Cerro Pacific Wealth Advisors
California
$320K – – –
SFS
119
Security Financial Services
Indiana
$318K +$56.4K +1,179 +22%
FA
120
Fortis Advisors
Pennsylvania
$316K -$4.83K -101 -2%
OPWM
121
Oregon Pacific Wealth Management
Oregon
$296K -$10.6K -222 -3%
KSWA
122
Kathleen S. Wright Associates
Pennsylvania
$292K – – –
LFG
123
Lockerman Financial Group
California
$288K +$14K +292 +5%
KWM
124
Keebeck Wealth Management
Illinois
$275K -$18K -377 -6%
PAG
125
Private Advisor Group
New Jersey
$275K +$670 +14 +0.2%
3 4
5
6 7