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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

85 hedge funds and large institutions have $346M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
21
Increased
27
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.3M
2
Ameriprise
2
Ameriprise
Minnesota
$46.8M
3
Charles Schwab
3
Charles Schwab
California
$24.3M
4
B
4
Bailard
California
$21.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$1.25M
2
EC
2
Estate Counselors
Wisconsin
$0
3
Jane Street
3
Jane Street
New York
$0
4
FFN
4
Focus Financial Network
Minnesota
$259K
5
UBS Group
5
UBS Group
Switzerland
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56.3M 1,020,313 +937,809 +1,137%
Ameriprise
2
Ameriprise
Minnesota
$46.8M 850,317 +687,205 +421%
AssetMark Inc
3
AssetMark Inc
California
$38.4M 696,649 +69,207 +11%
Charles Schwab
4
Charles Schwab
California
$24.3M 440,412 +440,412 New
B
5
Bailard
California
$21.8M 395,414 +395,414 New
Morgan Stanley
6
Morgan Stanley
New York
$21.8M 395,124 +271,570 +220%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M 209,131 +31,961 +18%
SIAM
8
Sterling Investment Advisors (Missouri)
Missouri
$11.5M 208,884 -9,261 -4%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$11.4M 206,560 +206,560 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.2M 202,738 -2,092 -1%
GFPC
11
Global Financial Private Capital
Florida
$9.04M 163,921 -14,194 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.71M 157,892 +145,322 +1,156%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.47M 153,655 +142,274 +1,250%
TTWM
14
TCV Trust & Wealth Management
Virginia
$4.9M 88,771 +11,745 +15%
SIA
15
SeaBridge Investment Advisors
New Jersey
$4.21M 76,325 -775 -1%
WR
16
Watson Rebecca
$4M 70,680 +21,466 +44%
VAS
17
Valicenti Advisory Services
New York
$3.76M 68,091 +17,219 +34%
FCA
18
FinTrust Capital Advisors
South Carolina
$3.64M 66,044 +66,044 New
MFWM
19
Motley Fool Wealth Management
Virginia
$3.35M 60,715 +60,715 New
AWM
20
Argent Wealth Management
Massachusetts
$3.17M 58,027 +2,388 +4%
Wells Fargo
21
Wells Fargo
California
$3.06M 55,534 +18,061 +48%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$2.9M 51,973 +51,973 New
RWM
23
RKL Wealth Management
Pennsylvania
$2.88M 52,229 -3,811 -7%
LPL Financial
24
LPL Financial
California
$2.68M 48,546 +3,574 +8%
Stifel Financial
25
Stifel Financial
Missouri
$2.3M 41,650 +4,216 +11%
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