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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

111 hedge funds and large institutions have $643M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$243M
2
Creative Planning
2
Creative Planning
Kansas
$9.71M
3
Jane Street
3
Jane Street
New York
$16.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14M
5
Charles Schwab
5
Charles Schwab
California
$56.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.6M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
FNC
4
First National Corp
Massachusetts
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$243M 4,681,132 +4,681,132 New
Charles Schwab
2
Charles Schwab
California
$56.6M 1,092,268 +31,851 +3%
B
3
Bailard
California
$28.7M 553,788 +26,349 +5%
Bank of America
4
Bank of America
North Carolina
$26.6M 512,443 -61,178 -11%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M 476,134 -137,081 -22%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.6M 398,032 -111,995 -22%
Jane Street
7
Jane Street
New York
$16.4M 317,356 +129,236 +69%
Citadel Advisors
8
Citadel Advisors
Florida
$14M 270,035 +58,158 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.7M 265,080 -28,515 -10%
LRWA
10
Long Run Wealth Advisors
New York
$13.7M 264,803 -57,216 -18%
LPL Financial
11
LPL Financial
California
$13.2M 253,887 -383 -0.2%
CWM
12
Curi Wealth Management
North Carolina
$12.9M 248,562 +19,522 +9%
RJA
13
Raymond James & Associates
Florida
$12.5M 240,959 +15,465 +7%
SIAM
14
Sterling Investment Advisors (Missouri)
Missouri
$12.2M 235,414 -73,043 -24%
UBS Group
15
UBS Group
Switzerland
$12.2M 235,119 -59,292 -20%
Creative Planning
16
Creative Planning
Kansas
$9.71M 187,345 +187,345 New
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$9.5M 183,348 +7,018 +4%
TTWM
18
TCV Trust & Wealth Management
Virginia
$9.5M 183,190 +12,982 +8%
AAS
19
Ameritas Advisory Services
Nebraska
$9.3M 179,441 +2,948 +2%
PGA
20
Portland Global Advisors
Maine
$6.52M 125,793 -280 -0.2%
VAS
21
Valicenti Advisory Services
New York
$5.84M 112,596 -33,195 -23%
RWM
22
RKL Wealth Management
Pennsylvania
$4.78M 92,145 +8,401 +10%
CI
23
Cambiar Investors
Colorado
$4.35M 83,877 -2,298 -3%
Wells Fargo
24
Wells Fargo
California
$3.96M 76,443 -33,870 -31%
KWA
25
KCS Wealth Advisory
California
$3.69M 71,167 +10,662 +18%
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