QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

131 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
29
Increased
67
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.9M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
LPL Financial
5
LPL Financial
California
$12.5M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.67M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52K
5
Morgan Stanley
5
Morgan Stanley
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$2K 31 -32 -51%
BlackRock
127
BlackRock
New York
$2K 43 – –
SFS
128
Sowell Financial Services
Arkansas
$2K 41 +41 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
FCH
130
Freestone Capital Holdings
Washington
$578 10 +10 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
– – -781,910 Closed
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
– – -675,738 Closed
Renaissance Technologies
133
Renaissance Technologies
New York
– – -32,100 Closed
FTUS
134
Flow Traders U.S.
New York
– – -10,661 Closed
TP
135
Tranquility Partners
Tennessee
– – -8,956 Closed
VCA
136
Verdence Capital Advisors
Maryland
– – -4,000 Closed
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
– – -1,657 Closed
AWM
138
Apollon Wealth Management
South Carolina
– – -741 Closed
BSG
139
Black Swift Group
Colorado
– – -500 Closed
OPS
140
Orion Portfolio Solutions
Nebraska
– – -122 Closed
GWMIA
141
Global Wealth Management Investment Advisory
Florida
– – -84 Closed
CFGS
142
Concourse Financial Group Securities
Alabama
– – – –
LAS
143
Lloyd Advisory Services
Georgia
$0 4 +4 New
2 3 4 5
6