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iShares AAA-A Rated Corporate Bond ETF
QLTA

191 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 185 → 191 (+6)

7.96% less ownership

Funds ownership: 77.11% → 69.14% (-8%)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$162M)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
29
Increased
56
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$24.2M
2
Betterment LLC
Betterment LLC
New York
+$16.7M
3
CWMG
Compass Wealth Management (Georgia)
Georgia
+$6M
4
Ameriprise
Ameriprise
Minnesota
+$5.87M
5
MCM
MAI Capital Management
Ohio
+$4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$62M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$41.4M
3
Bank of America
Bank of America
North Carolina
-$26.8M
4
LPL Financial
LPL Financial
California
-$20.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
201
Maripau Wealth Management
Indiana
– -$248K -5,119 Closed
BW
202
Blalock Williams
Alabama
– -$230K -4,754 Closed
GWP
203
Gateway Wealth Partners
Wisconsin
– -$223K -4,605 Closed
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
– -$126K -2,594 Closed
PFG
205
Premier Financial Group
California
– -$67.4K -1,390 Closed
LFA
206
LGT Financial Advisors
Texas
– -$50K -1,032 Closed
MWPCG
207
Measured Wealth Private Client Group
New Hampshire
– -$33.6K -693 Closed
OCM
208
Orion Capital Management
California
– -$14.1K -291 Closed
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
– -$5.24K -108 Closed
HWA
210
Heartwood Wealth Advisors
Virginia
– -$4.36K -90 Closed
RCM
211
Raleigh Capital Management
North Carolina
– -$4.17K -86 Closed
PSFG
212
Park Square Financial Group
Georgia
– -$2.67K -55 Closed
5 6 7 8
9