We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

171 hedge funds and large institutions have $1.22B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 52

4.46% more ownership

Funds ownership: 71.22%75.68% (+4.5%)

3% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$30.9M)

4% less funds holding

Funds holding: 178171 (-7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
82
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lowe Wealth Advisors
Maryland
$45.2K +$4.71K +100 +12%
AC
152
AlphaCore Capital
California
$27.5K +$27.1K +575 New
GSWM
153
Golden State Wealth Management
California
$23.8K +$282 +6 +1%
SS
154
Sunbelt Securities
Texas
$21.8K +$21.9K +465 New
RF
155
Rossby Financial
Florida
$21.5K +$15.5K +329 +274%
SPIA
156
Steward Partners Investment Advisory
New York
$20.4K
AF
157
Allworth Financial
California
$16.6K
MWM
158
Mascoma Wealth Management
New Hampshire
$14.4K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$12K
T
160
Transce3nd
Texas
$9.66K -$94 -2 -1%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$6.46K +$6.35K +135 New
GWM
162
Geneos Wealth Management
Colorado
$6.41K -$5.51K -117 -47%
PSFG
163
Park Square Financial Group
Georgia
$6.27K +$47 +1 +0.8%
Franklin Resources
164
Franklin Resources
California
$6.12K
HI
165
Harbour Investments
Wisconsin
$5.85K +$47 +1 +0.8%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$5.17K
William Blair & Company
167
William Blair & Company
Illinois
$4.64K +$4.57K +97 New
Q1WB
168
Quest 10 Wealth Builders
Virginia
$2.95K -$141 -3 -5%
BA
169
Bellwether Advisors
Nebraska
$2.77K
WIM
170
Westside Investment Management
California
$2.3K
Citigroup
171
Citigroup
New York
$431 +$424 +9 New
Goldman Sachs
172
Goldman Sachs
New York
-$14.4M -302,056 Closed
Nomura Asset Management
173
Nomura Asset Management
Japan
-$3.18M -66,836 Closed
ARC
174
Advisor Resource Council
Texas
-$1.73M -36,760 Closed
Jane Street
175
Jane Street
New York
-$1.03M -21,650 Closed

QLTA Hedge Fund Activity: Q2 2025 in Review

171 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2025, worth a combined $1.22B — up 2.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QLTA and 19 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 82 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 171 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $1.22B of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $14M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2025 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2025.