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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
T
151
Transce3nd
Texas
$11.2K 240 +240 New
Franklin Resources
152
Franklin Resources
California
$5.99K 128 – –
GWM
153
Geneos Wealth Management
Colorado
$5.94K 127 – –
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$5.05K 108 -23 -18%
GTAM
155
Global Trust Asset Management
Florida
$4.89K 104 – –
VWM
156
Venturi Wealth Management
Texas
$4.07K 87 – –
PSFG
157
Park Square Financial Group
Georgia
$4.07K 87 +87 New
William Blair & Company
158
William Blair & Company
Illinois
$3.14K 67 -152 -69%
Q1WB
159
Quest 10 Wealth Builders
Virginia
$3.12K 67 +67 New
BA
160
Bellwether Advisors
Nebraska
$2.71K 58 +58 New
WIM
161
Westside Investment Management
California
$2.25K 48 – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K 19 – –
IAIM
163
International Assets Investment Management
Florida
– – -96,334 Closed
PAG
164
Private Advisor Group
New Jersey
– – -23,345 Closed
OMC
165
Old Mission Capital
Illinois
– – -22,640 Closed
SW
166
Simplicity Wealth
New Jersey
– – -12,488 Closed
ARC
167
Advisor Resource Council
Texas
– – -8,672 Closed
Prudential Financial
168
Prudential Financial
New Jersey
– – -7,910 Closed
GAM
169
GEM Asset Management
Michigan
– – -7,175 Closed
SI
170
Stephens Inc
Arkansas
– – -5,261 Closed
SC
171
Swan Capital
Florida
– – -1,009 Closed
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -320 Closed
FFA
173
Farther Finance Advisors
California
– – -210 Closed
JIP
174
Jaffetilchin Investment Partners
Florida
– – -117 Closed
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
– – -76 Closed
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