We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CoreCap Advisors
Michigan
$83.6K +$82K +1,700 New
NB
127
NBT Bank
New York
$80.1K +$78.6K +1,630 New
OP
128
ORG Partners
Indiana
$80.1K -$4.92K -102 -6%
Comerica Bank
129
Comerica Bank
Texas
$66.5K +$65.3K +1,353 New
ACA
130
Aptus Capital Advisors
Alabama
$61.8K +$8.59K +178 +16%
SC
131
Swan Capital
Florida
$49.6K +$48.7K +1,009 New
US Bancorp
132
US Bancorp
Minnesota
$31.9K – – –
GWANC
133
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.5K +$8.59K +178 +38%
YDMI
134
Y.D. More Investments
Israel
$30.5K – – –
SS
135
Sunbelt Securities
Texas
$22.9K – – –
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.3K +$15.4K +320 New
MWM
137
Mascoma Wealth Management
New Hampshire
$14.7K – – –
William Blair & Company
138
William Blair & Company
Illinois
$10.8K -$24.9K -517 -70%
FFA
139
Farther Finance Advisors
California
$10.3K +$96 +2 +1%
PA
140
PSI Advisors
Florida
$9.93K +$9.74K +202 New
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$6.44K – – –
GWM
142
Geneos Wealth Management
Colorado
$6.24K – – –
Franklin Resources
143
Franklin Resources
California
$6.18K +$6.17K +128 New
HI
144
Harbour Investments
Wisconsin
$5.9K -$3.38K -70 -37%
JIP
145
Jaffetilchin Investment Partners
Florida
$5.73K +$5.64K +117 New
GTAM
146
Global Trust Asset Management
Florida
$5.13K – – –
VWM
147
Venturi Wealth Management
Texas
$4.28K – – –
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$3K +$48 +1 +1%
WIM
149
Westside Investment Management
California
$2.36K – – –
IAIM
150
International Assets Investment Management
Florida
$1.96K +$4.55M +94,374 +4,815%
3 4 5
6
7

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.