QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

118 hedge funds and large institutions have $440M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
40
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$41.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
AAS
3
Ameritas Advisory Services
Nebraska
$7.45M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.82M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$23.7M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$332K
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$3.87M
3
Jane Street
3
Jane Street
New York
$4.01M
4
B
4
Bailard
California
$13.3M
5
VAS
5
Valicenti Advisory Services
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$66.9M 1,484,485 +70,076 +5%
MAM
2
Madison Asset Management
Wisconsin
$41.1M 911,933 +797,698 +698%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.7M 526,809 +71,098 +16%
PWM
4
Pacific Wealth Management
California
$20.9M 464,111 +8,717 +2%
SIM
5
Stratos Investment Management
Ohio
$20.6M 457,751 +25,494 +6%
LPL Financial
6
LPL Financial
California
$18.5M 409,680 +31,992 +8%
B
7
Bailard
California
$13.3M 293,981 -92,992 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M 289,506 -73,494 -20%
Bank of America
9
Bank of America
North Carolina
$12.7M 281,279 +43,856 +18%
UBS Group
10
UBS Group
Switzerland
$12.4M 274,775 +37,424 +16%
Ameriprise
11
Ameriprise
Minnesota
$10.8M 238,889 +15,355 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.1M 224,743 +224,743 New
Morgan Stanley
13
Morgan Stanley
New York
$9.87M 219,020 +2,767 +1%
Creative Planning
14
Creative Planning
Kansas
$8.63M 191,500 -10,025 -5%
IAN
15
Integrated Advisors Network
Texas
$7.98M 177,112 -4,418 -2%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$7.95M 176,360 +12,056 +7%
HCA
17
Heck Capital Advisors
Wisconsin
$7.81M 173,187 +3,686 +2%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$7.6M 168,645 -7,078 -4%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$7.57M 167,901 +2,548 +2%
AAS
20
Ameritas Advisory Services
Nebraska
$7.45M 165,328 +165,328 New
PGA
21
Portland Global Advisors
Maine
$6.5M 144,120 +35,090 +32%
Wells Fargo
22
Wells Fargo
California
$6.15M 136,314 +16,773 +14%
RWM
23
RKL Wealth Management
Pennsylvania
$5.68M 125,911 +12,041 +11%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$4.77M 105,910 +20,021 +23%
NAM
25
NorthCrest Asset Manangement
Minnesota
$4.25M 94,171 +1,942 +2%
1
2 3 4 5