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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.

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
1
AssetMark Inc
California
$69.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
Bank of America
3
Bank of America
North Carolina
$81.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.3M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$1.27M
2
MAM
2
Madison Asset Management
Wisconsin
$7.82M
3
B
3
Bailard
California
$1.35M
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
151
NBT Bank
New York
$74.6K – – –
MSWM
152
Mowery & Schoenfeld Wealth Management
Illinois
$54.5K +$54.5K +1,147 New
IA
153
IFP Advisors
Florida
$50.4K +$50.4K +1,060 New
YDMI
154
Y.D. More Investments
Israel
$45.1K +$15.5K +328 +52%
LWA
155
Lowe Wealth Advisors
Maryland
$40.2K +$3.8K +80 +10%
LWMI
156
Legacy Wealth Management (Idaho)
Idaho
$38.2K +$38.2K +803 New
CPG
157
Cornerstone Planning Group
New Jersey
$33.5K +$33.5K +715 New
CA
158
CoreCap Advisors
Michigan
$33.2K -$3.38K -71 -9%
GSWM
159
Golden State Wealth Management
California
$23.4K +$8.67K +182 +59%
SPIA
160
Steward Partners Investment Advisory
New York
$20.3K +$20.3K +427 New
AF
161
Allworth Financial
California
$16.4K +$16.4K +347 New
MWM
162
Mascoma Wealth Management
New Hampshire
$14.3K – – –
GWM
163
Geneos Wealth Management
Colorado
$11.9K +$5.89K +124 +98%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$11.9K +$11.9K +251 New
T
165
Transce3nd
Texas
$9.7K -$1.71K -36 -15%
BWL
166
Bogart Wealth LLC
Virginia
$8.27K +$8.27K +174 New
PSFG
167
Park Square Financial Group
Georgia
$6.18K +$2.04K +43 +49%
Franklin Resources
168
Franklin Resources
California
$6.08K – – –
HI
169
Harbour Investments
Wisconsin
$5.75K -$40.6K -854 -88%
RF
170
Rossby Financial
Florida
$5.68K +$5.68K +120 New
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$5.13K – – –
GTAM
172
Global Trust Asset Management
Florida
$4.96K – – –
Q1WB
173
Quest 10 Wealth Builders
Virginia
$3.07K -$94 -2 -3%
BA
174
Bellwether Advisors
Nebraska
$2.76K – – –
WIM
175
Westside Investment Management
California
$2.28K – – –
4 5 6
7
8