iShares AAA-A Rated Corporate Bond ETF
QLTA
186 hedge funds and large institutions have $1.16B invested in iShares AAA-A Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
0.56% more ownership
Funds ownership: 69.14% → 69.7% (+0.56%)
2% less capital invested
Capital invested by funds: $1.19B → $1.16B (-$26.5M)
3% less funds holding
Funds holding: 191 → 186 (-5)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
19% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$11.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.29M |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$6.89M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$19.2M |
| 2 |
PWM
Pacific Wealth Management
San Diego,
California
|
-$14.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$9.5M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$9.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPWM
201
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$263K | -5,464 | Closed |
|
|
IWM
202
IHT Wealth Management
Chicago,
Illinois
| – | -$253K | -5,257 | Closed |
|
|
WWG
203
West Wealth Group
Irvine,
California
| – | -$246K | -5,122 | Closed |
|
|
CNB
204
Camden National Bank
Camden,
Maine
| – | -$217K | -4,507 | Closed |
|
|
HOWA
205
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| – | -$201K | -4,181 | Closed |
|
|
AC
206
AlphaCore Capital
La Jolla,
California
| – | -$27.7K | -575 | Closed |
|
|
GAFA
207
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$12K | -250 | Closed |
|
208
William Blair & Company
Chicago,
Illinois
| – | -$4.67K | -97 | Closed |
|
|
RFS
209
Richardson Financial Services
Medway,
Massachusetts
| – | -$337 | -7 | Closed |
|
QLTA Hedge Fund Activity: Q1 2026 in Review
186 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2026, worth a combined $1.16B — down 2.2% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new QLTA positions and 21 closed out — a net gain of 1 holder — while 65 added to existing stakes and 80 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.9M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $19.2M.
- 186 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2026, down from 191 in Q4 2025.
- Funds reported $1.16B of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2026, down 2.2% quarter-over-quarter.
- 22 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2026 and 21 closed out, a net change of +1 holder.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $11.9M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2026 was State of New Jersey Common Pension Fund D, an estimated $19.2M sold.
Based on aggregated 13F filings for Q1 2026.