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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

132 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$71.5M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$5.56M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.18M
4
MAM
4
Madison Asset Management
Wisconsin
$48.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M

Top Sellers

1
CG
1
Cynosure Group
Utah
$0
2
UBS Group
2
UBS Group
Switzerland
$11.7M
3
TB
3
Treynor Bancshares
Iowa
$1.05M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.35M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GTAM
126
Global Trust Asset Management
Florida
$4.89K 104 – –
VWM
127
Venturi Wealth Management
Texas
$4.08K 87 – –
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$3K 75 +1 +1%
TRCT
129
Tower Research Capital (TRC)
New York
$2.48K 53 – –
WIM
130
Westside Investment Management
California
$2.25K 48 – –
BTI
131
Blue Trust Inc
Georgia
$1.2K 25 – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
CG
133
Cynosure Group
Utah
– – -25,081 Closed
BCM
134
Brookstone Capital Management
Illinois
– – -19,756 Closed
SIM
135
Stratos Investment Management
Ohio
– – -11,852 Closed
ARC
136
Advisor Resource Council
Texas
– – -10,202 Closed
HSBC Holdings
137
HSBC Holdings
United Kingdom
– – -4,541 Closed
KAS
138
Kestra Advisory Services
Texas
– – -4,534 Closed
TAM
139
Tucker Asset Management
Colorado
– – -2,677 Closed
WIC
140
Woodmont Investment Counsel
Tennessee
– – -905 Closed
SAM
141
Smartleaf Asset Management
Massachusetts
– – -237 Closed
MAWCM
142
Mine & Arao Wealth Creation & Management
California
– – -221 Closed
BCWM
143
Bartlett & Co Wealth Management
Ohio
– – -200 Closed
FGAM
144
Financial Gravity Asset Management
Texas
– – -2 Closed
CFGS
145
Concourse Financial Group Securities
Alabama
– – – –
BWL
146
Bogart Wealth LLC
Virginia
– – – –
2 3 4 5
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