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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

127 hedge funds and large institutions have $531M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
38
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$46.6M
2
PPW
2
Parcion Private Wealth
Washington
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.7M
4
CAAM
4
Cornerstone Advisors Asset Management
Pennsylvania
$5.75M
5
ARC
5
Advisor Resource Council
Texas
$4.74M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$36.3M
2
PGA
2
Portland Global Advisors
Maine
$0
3
MMA
3
Miracle Mile Advisors
California
$67.1M
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$67.1M 1,395,054 -89,431 -6%
Wells Fargo
2
Wells Fargo
California
$46.6M 968,950 +832,636 +611%
MAM
3
Madison Asset Management
Wisconsin
$36.3M 754,702 -157,231 -17%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.5M 551,197 +24,388 +5%
SIM
5
Stratos Investment Management
Ohio
$22.9M 475,884 +18,133 +4%
PWM
6
Pacific Wealth Management
California
$21.8M 453,957 -10,154 -2%
Morgan Stanley
7
Morgan Stanley
New York
$21.7M 450,946 +231,926 +106%
LPL Financial
8
LPL Financial
California
$19.2M 399,102 -10,578 -3%
PPW
9
Parcion Private Wealth
Washington
$14.5M 301,961 +301,961 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.4M 299,967 +10,461 +4%
B
11
Bailard
California
$13.7M 284,657 -9,324 -3%
UBS Group
12
UBS Group
Switzerland
$13.5M 280,602 +5,827 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.4M 277,400 +52,657 +23%
Bank of America
14
Bank of America
North Carolina
$11.9M 246,500 -34,779 -12%
Ameriprise
15
Ameriprise
Minnesota
$11.7M 242,403 +3,514 +1%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$9.02M 187,323 +10,963 +6%
Creative Planning
17
Creative Planning
Kansas
$9M 186,912 -4,588 -2%
HCA
18
Heck Capital Advisors
Wisconsin
$8.49M 176,335 +3,148 +2%
IAN
19
Integrated Advisors Network
Texas
$8.45M 175,518 -1,594 -0.9%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$8.17M 169,765 +1,120 +0.7%
CGFA
21
Colton Groome Financial Advisors
North Carolina
$7.09M 147,393 +41,483 +39%
RWM
22
RKL Wealth Management
Pennsylvania
$7.09M 147,360 +21,449 +17%
SIAM
23
Sterling Investment Advisors (Missouri)
Missouri
$6.84M 142,062 -25,839 -15%
AAS
24
Ameritas Advisory Services
Nebraska
$6.72M 139,526 -25,802 -16%
CAAM
25
Cornerstone Advisors Asset Management
Pennsylvania
$5.75M 119,528 +119,528 New
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