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iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

128 hedge funds and large institutions have $532M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
41
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$37.6M
2
LPL Financial
2
LPL Financial
California
$37M
3
SWP
3
Stratos Wealth Partners
Ohio
$13M
4
MAM
4
Madison Asset Management
Wisconsin
$45.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.2M
2
SIM
2
Stratos Investment Management
Ohio
$563K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.13M
5
ARC
5
Advisor Resource Council
Texas
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$64.6M 1,361,263 -33,791 -2%
MAM
2
Madison Asset Management
Wisconsin
$45.1M 950,827 +196,125 +26%
EB
3
Eastern Bank
Massachusetts
$37.6M 791,961 +791,961 New
LPL Financial
4
LPL Financial
California
$37M 778,782 +379,680 +95%
HighTower Advisors
5
HighTower Advisors
Illinois
$28M 590,283 +39,086 +7%
PWM
6
Pacific Wealth Management
California
$21.8M 453,957 – –
Wells Fargo
7
Wells Fargo
California
$19.2M 404,648 -564,302 -58%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.9M 292,553 +15,153 +5%
PPW
9
Parcion Private Wealth
Washington
$13.9M 292,055 -9,906 -3%
B
10
Bailard
California
$13.4M 282,411 -2,246 -0.8%
Bank of America
11
Bank of America
North Carolina
$13M 274,681 +28,181 +11%
SWP
12
Stratos Wealth Partners
Ohio
$13M 273,091 +273,091 New
UBS Group
13
UBS Group
Switzerland
$12.9M 272,165 -8,437 -3%
Morgan Stanley
14
Morgan Stanley
New York
$11.4M 240,510 -210,436 -47%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$9.39M 197,770 +28,005 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.13M 192,385 -107,582 -36%
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$9.11M 191,895 +4,572 +2%
Ameriprise
18
Ameriprise
Minnesota
$8.96M 188,721 -53,682 -22%
HCA
19
Heck Capital Advisors
Wisconsin
$8.62M 181,460 +5,125 +3%
Creative Planning
20
Creative Planning
Kansas
$8.34M 175,667 -11,245 -6%
AAS
21
Ameritas Advisory Services
Nebraska
$7.67M 161,443 +21,917 +16%
CGFA
22
Colton Groome Financial Advisors
North Carolina
$7.48M 157,472 +10,079 +7%
RWM
23
RKL Wealth Management
Pennsylvania
$7.21M 151,936 +4,576 +3%
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$6.97M 146,724 +4,662 +3%
IAN
25
Integrated Advisors Network
Texas
$5.92M 124,696 -50,822 -29%
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