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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
22
Increased
65
Reduced
80
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
2
MMA
Miracle Mile Advisors
California
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$8.29M
4
DWM
Diversify Wealth Management
Utah
+$6.89M
5
UBS Group
UBS Group
Switzerland
+$6.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$19.2M
2
PWM
Pacific Wealth Management
California
-$14.7M
3
LPL Financial
LPL Financial
California
-$9.5M
4
DAS
Diversify Advisory Services
Utah
-$9.44M
5
Wells Fargo
Wells Fargo
California
-$7.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
201
Oregon Pacific Wealth Management
Oregon
– -$263K -5,464 Closed
IWM
202
IHT Wealth Management
Illinois
– -$253K -5,257 Closed
WWG
203
West Wealth Group
California
– -$246K -5,122 Closed
CNB
204
Camden National Bank
Maine
– -$217K -4,507 Closed
HOWA
205
Heritage Oak Wealth Advisors
Florida
– -$201K -4,181 Closed
AC
206
AlphaCore Capital
California
– -$27.7K -575 Closed
GAFA
207
Garton & Associates Financial Advisors
Kentucky
– -$12K -250 Closed
William Blair & Company
208
William Blair & Company
Illinois
– -$4.67K -97 Closed
RFS
209
Richardson Financial Services
Massachusetts
– -$337 -7 Closed
5 6 7 8
9