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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

42 hedge funds and large institutions have $48.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$15.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.09M
3
LWM
3
Lenox Wealth Management
Ohio
$2.65M
4
Jane Street
4
Jane Street
New York
$3.46M
5
PA
5
PFG Advisors
Arizona
$574K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$533K
2
BF
2
BOK Financial
Oklahoma
$0
3
RWM
3
RKL Wealth Management
Pennsylvania
$1.17M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
IA
5
IFP Advisors
Florida
$28K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$15.3M 288,885 +93,597 +48%
Morgan Stanley
2
Morgan Stanley
New York
$5.09M 96,308 +83,822 +671%
VWM
3
Venturi Wealth Management
Texas
$4.07M 76,960 +1,301 +2%
Jane Street
4
Jane Street
New York
$3.46M 65,538 +22,464 +52%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.39M 64,129 +896 +1%
LWM
6
Lenox Wealth Management
Ohio
$2.65M 22,083 +22,083 New
Wells Fargo
7
Wells Fargo
California
$2.33M 44,007 +3,591 +9%
Bank of America
8
Bank of America
North Carolina
$2.29M 43,377 +1,247 +3%
RJA
9
Raymond James & Associates
Florida
$1.69M 32,059 +1,158 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.34M 25,413 +779 +3%
RWM
11
RKL Wealth Management
Pennsylvania
$1.17M 22,197 -613 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$749K 14,171 +3,901 +38%
UBS Group
13
UBS Group
Switzerland
$701K 13,270 +3,034 +30%
PA
14
PFG Advisors
Arizona
$574K 10,865 +10,865 New
LPL Financial
15
LPL Financial
California
$559K 10,582 +370 +4%
AG
16
Advisor Group
Arizona
$550K 10,402 +79 +0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$533K 10,090 -1,139 -10%
SCA
18
Snowden Capital Advisors
New York
$400K 7,570 – –
EDRH
19
Edmond de Rothschild Holding
Switzerland
$392K 7,420 – –
VCA
20
Verdence Capital Advisors
Maryland
$343K 6,500 +6,500 New
WIP
21
Wellesley Investment Partners
Massachusetts
$288K 5,456 – –
BTS
22
BB&T Securities
Virginia
$212K 4,014 +62 +2%
Citigroup
23
Citigroup
New York
$164K 3,100 – –
WA
24
WealthTrust-Arizona
Arizona
$63K 1,183 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$54K 1,030 – –
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