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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.

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

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
Madison Asset Management
Wisconsin
$7.82M
3
B
Bailard
California
$1.35M
4
MAM
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
Raymond James Financial
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
126
Kathleen S. Wright Associates
Pennsylvania
$290K – – –
BCM
127
Beaumont Capital Management
Massachusetts
$288K +$288K +6,060 New
KAS
128
Kestra Advisory Services
Texas
$274K +$15.6K +329 +6%
LFG
129
Lockerman Financial Group
California
$273K +$273K +5,734 New
PAG
130
Private Advisor Group
New Jersey
$272K +$272K +5,732 New
LG
131
Leuthold Group
Minnesota
$261K +$261K +5,485 New
SFS
132
Security Financial Services
Indiana
$260K +$260K +5,474 New
FFA
133
Fortune Financial Advisors
Kansas
$248K -$15.5K -326 -6%
GWP
134
Gateway Wealth Partners
Wisconsin
$243K +$243K +5,109 New
LFA
135
LGT Financial Advisors
Texas
$240K +$81.5K +1,715 +52%
BWP
136
Balboa Wealth Partners
Arizona
$238K +$238K +5,010 New
AWA
137
Acorn Wealth Advisors
Michigan
$235K -$7.37K -155 -3%
IA
138
IFG Advisory
Georgia
$230K +$230K +4,836 New
PWM
139
Perigon Wealth Management
California
$227K +$17.3K +365 +8%
ACP
140
Argyle Capital Partners
California
$221K – – –
LRWM
141
Lord & Richards Wealth Management
Colorado
$219K +$11.6K +244 +6%
IP
142
Ignite Planners
California
$215K +$215K +4,569 New
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$215K – – –
CNB
144
Camden National Bank
Maine
$214K +$713 +15 +0.3%
Comerica Bank
145
Comerica Bank
Texas
$190K +$68.5K +1,441 +57%
CB
146
Centennial Bank
Arkansas
$156K +$52K +1,095 +50%
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$130K +$14K +294 +12%
PTC
148
Private Trust Company
Ohio
$128K +$1.09K +23 +0.9%
PA
149
PSI Advisors
Florida
$128K +$47.1K +990 +58%
FHA
150
First Horizon Advisors
Tennessee
$119K +$21.4K +450 +22%
4 5
6
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