We are live on ! Find out more
QLTA icon

iShares AAA-A Rated Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M -$62M -1,281,491 -36%
MMA
2
Miracle Mile Advisors
California
$97.7M +$1.36M +28,077 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.5M -$41.4M -854,955 -30%
LPL Financial
4
LPL Financial
California
$76.6M -$20.6M -424,581 -21%
Bank of America
5
Bank of America
North Carolina
$53.5M -$26.8M -554,214 -33%
MCM
6
MAI Capital Management
Ohio
$52.7M +$4M +82,576 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$51.2M +$2.42M +49,975 +5%
Morgan Stanley
8
Morgan Stanley
New York
$36.4M -$10.8M -222,954 -23%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$36.1M +$24.2M +500,000 +200%
CWMG
10
Compass Wealth Management (Georgia)
Georgia
$32.4M +$6M +124,046 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$28.3M -$10.8M -224,111 -28%
Ameriprise
12
Ameriprise
Minnesota
$26.5M +$5.87M +121,174 +28%
UBS Group
13
UBS Group
Switzerland
$24.6M -$1.09M -22,465 -4%
Wells Fargo
14
Wells Fargo
California
$22.6M -$6.47M -133,649 -22%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$21.5M +$2.99M +61,711 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$20.1M +$3.47M +71,667 +21%
PPW
17
Parcion Private Wealth
Washington
$19.2M +$448K +9,246 +2%
Betterment LLC
18
Betterment LLC
New York
$16.6M +$16.7M +344,382 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.6M -$6.12M -126,402 -28%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.4M -$3.89M -80,410 -20%
PWM
21
Pacific Wealth Management
California
$15.2M +$444K +9,163 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$13.8M -$1.4M -28,846 -9%
AssetMark Inc
23
AssetMark Inc
California
$13.1M -$10.2M -211,286 -44%
KFS
24
Kelly Financial Services
Massachusetts
$13M -$580K -11,987 -4%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$12.6M +$453K +9,360 +4%