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iShares AAA-A Rated Corporate Bond ETF
QLTA

152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

54% more capital invested

Capital invested by funds: $577M → $886M (+$309M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 131 → 152 (+21)

8.33% more ownership

Funds ownership: 54.37% → 62.69% (+8.3%)

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
61
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
Bank of America
Bank of America
North Carolina
+$40.6M
4
LPL Financial
LPL Financial
California
+$21.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.6M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$27.1M
2
SWP
Stratos Wealth Partners
Ohio
-$12.4M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.36M
5
SIA
SeaBridge Investment Advisors
New Jersey
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1
Miracle Mile Advisors
California
$79M +$3.95M +81,895 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$76.1M +$74.7M +1,547,966 +166,987%
LPL Financial
3
LPL Financial
California
$59.6M +$21.2M +440,493 +57%
Bank of America
4
Bank of America
North Carolina
$55.9M +$40.6M +842,188 +285%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51M +$48.9M +1,013,681 +4,414%
EB
6
Eastern Bank
Massachusetts
$40.2M +$493K +10,231 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$35M +$2.89M +59,955 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$28.5M +$20.6M +426,881 +279%
Wells Fargo
9
Wells Fargo
California
$26.6M +$6.6M +136,780 +34%
Morgan Stanley
10
Morgan Stanley
New York
$26.1M +$13.7M +284,441 +115%
PWM
11
Pacific Wealth Management
California
$25.2M +$993K +20,577 +4%
MAM
12
Madison Asset Management
Wisconsin
$23.3M -$27.1M -562,342 -54%
B
13
Bailard
California
$23.2M +$8.85M +183,450 +64%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.3M +$12.7M +263,494 +296%
UBS Group
15
UBS Group
Switzerland
$16.6M +$4.25M +88,041 +35%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$16.1M +$10.1M +209,043 +176%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$15.6M +$815K +16,889 +6%
PPW
18
Parcion Private Wealth
Washington
$14.6M +$24.6K +510 +0.2%
Ameriprise
19
Ameriprise
Minnesota
$12.1M +$2.09M +43,268 +21%
AssetMark Inc
20
AssetMark Inc
California
$12M +$11.8M +244,403 New
JP Morgan Chase
21
JP Morgan Chase
New York
$10.7M +$5.13M +106,456 +96%
HCA
22
Heck Capital Advisors
Wisconsin
$9.35M +$355K +7,366 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.18M -$1.75M -36,318 -16%
Creative Planning
24
Creative Planning
Kansas
$8.31M +$55.7K +1,155 +0.7%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$8.17M -$2.36M -48,913 -23%
1
2 3 4 5

QLTA Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.

  • 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2024.