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iShares AAA-A Rated Corporate Bond ETF

131 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.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $532M → $577M (+$44.9M)

4.18% more ownership

Funds ownership: 50.18%54.37% (+4.2%)

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.89%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$71.5M +$7.68M +164,508 +12%
MAM
2
Madison Asset Management
Wisconsin
$48.6M +$4.02M +86,044 +9%
EB
3
Eastern Bank
Massachusetts
$37.9M +$758K +16,232 +2%
LPL Financial
4
LPL Financial
California
$36.1M -$354K -7,569 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$30.5M +$2.87M +61,444 +10%
PWM
6
Pacific Wealth Management
California
$23.1M +$1.81M +38,661 +9%
Wells Fargo
7
Wells Fargo
California
$18.9M -$16.9K -362 -0.1%
SWP
8
Stratos Wealth Partners
Ohio
$15.5M +$2.73M +58,543 +21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$14.1M +$383K +8,204 +3%
PPW
10
Parcion Private Wealth
Washington
$13.9M +$210K +4,497 +2%
Bank of America
11
Bank of America
North Carolina
$13.9M +$986K +21,102 +8%
B
12
Bailard
California
$13.5M +$259K +5,535 +2%
UBS Group
13
UBS Group
Switzerland
$11.7M -$1.02M -21,816 -8%
Morgan Stanley
14
Morgan Stanley
New York
$11.6M +$313K +6,694 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.43M +30,699 +16%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$10.1M +$814K +17,419 +9%
Ameriprise
17
Ameriprise
Minnesota
$9.53M +$681K +14,580 +8%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$9.09M +$92.8K +1,987 +1%
HCA
19
Heck Capital Advisors
Wisconsin
$8.57M +$61.8K +1,323 +0.7%
Creative Planning
20
Creative Planning
Kansas
$7.87M -$358K -7,673 -4%
CGFA
21
Colton Groome Financial Advisors
North Carolina
$7.39M +$6.96K +149 +0.1%
RWM
22
RKL Wealth Management
Pennsylvania
$7.34M +$221K +4,722 +3%
AAS
23
Ameritas Advisory Services
Nebraska
$7.27M -$290K -6,211 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$7.18M +$4.21M +90,183 +143%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$6.75M -$129K -2,755 -2%

QLTA Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2024, worth a combined $577M — up 8.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTA positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $7.68M. The largest seller was Cynosure Group, exiting entirely with an estimated $1.19M sold.

  • 131 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $577M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 17 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2024 was Miracle Mile Advisors, an estimated $7.68M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2024 was Cynosure Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2024.