QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

132 hedge funds and large institutions have $577M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
54
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$71.5M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$5.56M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.18M
4
MAM
4
Madison Asset Management
Wisconsin
$48.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M

Top Sellers

1
CG
1
Cynosure Group
Utah
$0
2
UBS Group
2
UBS Group
Switzerland
$11.7M
3
TB
3
Treynor Bancshares
Iowa
$1.05M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.35M
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$71.5M 1,525,771 +164,508 +12%
MAM
2
Madison Asset Management
Wisconsin
$48.6M 1,036,871 +86,044 +9%
EB
3
Eastern Bank
Massachusetts
$37.9M 808,193 +16,232 +2%
LPL Financial
4
LPL Financial
California
$36.1M 771,213 -7,569 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M 651,727 +61,444 +10%
PWM
6
Pacific Wealth Management
California
$23.1M 492,618 +38,661 +9%
Wells Fargo
7
Wells Fargo
California
$18.9M 404,286 -362 -0.1%
SWP
8
Stratos Wealth Partners
Ohio
$15.5M 331,634 +58,543 +21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$14.1M 300,757 +8,204 +3%
PPW
10
Parcion Private Wealth
Washington
$13.9M 296,552 +4,497 +2%
Bank of America
11
Bank of America
North Carolina
$13.9M 295,783 +21,102 +8%
B
12
Bailard
California
$13.5M 287,946 +5,535 +2%
UBS Group
13
UBS Group
Switzerland
$11.7M 250,349 -21,816 -8%
Morgan Stanley
14
Morgan Stanley
New York
$11.6M 247,204 +6,694 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.5M 223,084 +30,699 +16%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$10.1M 215,189 +17,419 +9%
Ameriprise
17
Ameriprise
Minnesota
$9.53M 203,301 +14,580 +8%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$9.09M 193,882 +1,987 +1%
HCA
19
Heck Capital Advisors
Wisconsin
$8.57M 182,783 +1,323 +0.7%
Creative Planning
20
Creative Planning
Kansas
$7.87M 167,994 -7,673 -4%
CGFA
21
Colton Groome Financial Advisors
North Carolina
$7.39M 157,621 +149 +0.1%
RWM
22
RKL Wealth Management
Pennsylvania
$7.34M 156,658 +4,722 +3%
AAS
23
Ameritas Advisory Services
Nebraska
$7.27M 155,232 -6,211 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$7.18M 153,217 +90,183 +143%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$6.75M 143,969 -2,755 -2%
1
2 3 4 5