QLTA icon

iShares AAA-A Rated Corporate Bond ETF
QLTA

Overview Fund Activity

162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
69
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
MCM
3
MAI Capital Management
Ohio
$38.9M
4
MIA
4
Madison Investment Advisors
Wisconsin
$33.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.1M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.5M
2
PWM
2
Pacific Wealth Management
California
$14.7M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.11M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.23M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$178M 3,813,483 +2,264,590 +146%
AAS
2
Annex Advisory Services
Wisconsin
$113M 2,415,882 +2,415,882 New
MMA
3
Miracle Mile Advisors
California
$75.9M 1,621,534 +13,868 +0.9%
LPL Financial
4
LPL Financial
California
$70.6M 1,509,822 +298,116 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.7M 1,319,689 +283,042 +27%
Bank of America
6
Bank of America
North Carolina
$57.3M 1,225,146 +87,175 +8%
MCM
7
MAI Capital Management
Ohio
$38.9M 831,436 +831,436 New
HighTower Advisors
8
HighTower Advisors
Illinois
$35.9M 766,344 +54,662 +8%
MAM
9
Madison Asset Management
Wisconsin
$33.6M 718,296 +243,767 +51%
MIA
10
Madison Investment Advisors
Wisconsin
$33.6M 718,296 +718,296 New
Wells Fargo
11
Wells Fargo
California
$31.4M 670,681 +129,615 +24%
Morgan Stanley
12
Morgan Stanley
New York
$30.8M 658,303 +126,658 +24%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$26.2M 560,322 -19,776 -3%
B
14
Bailard
California
$21.4M 458,303 -13,093 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$21.1M 450,242 +450,242 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$20.3M 432,904 +80,440 +23%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$18.9M 404,133 +76,530 +23%
UBS Group
18
UBS Group
Switzerland
$15.3M 326,972 -11,418 -3%
PWM
19
Pacific Wealth Management
California
$14.7M 314,927 -198,268 -39%
PPW
20
Parcion Private Wealth
Washington
$14.1M 301,430 +4,368 +1%
AssetMark Inc
21
AssetMark Inc
California
$13.1M 280,311 +35,908 +15%
Ameriprise
22
Ameriprise
Minnesota
$13.1M 279,337 +32,768 +13%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$11.8M 251,199 +84,923 +51%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.25M 197,641 -20,157 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.64M 184,683 -2,083 -1%
1
2 3 4 5