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iShares Aaa - A Rated Corporate Bond ETF (QLTA) Institutional Ownership

iShares Aaa - A Rated Corporate Bond ETF logo
$46.96 -0.13 (-0.28%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Aaa - A Rated Corporate Bond ETF (NYSEARCA:QLTA)

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$625.39M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$177.63M
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QLTA Institutional Buying and Selling by Quarter

iShares Aaa - A Rated Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Bailard Inc.28,491$1.35M0.0%-93.8%0.082%
5/2/2025Summit X LLC21,274$1.01M0.2%+56.0%0.061%
5/2/2025SeaBridge Investment Advisors LLC64,292$3.06M0.7%+69.5%0.185%
5/2/2025Parcion Private Wealth LLC309,567$14.71M1.2%+2.7%0.890%
5/2/2025Lord & Richards Wealth Management LLC4,613$219K0.2%+5.6%0.013%
5/1/2025 Gateway Wealth Partners LLC5,109$243K0.1%N/A0.015%
5/1/2025 Fonville Wealth Management LLC176,376$8.38M2.5%+5.7%0.507%
4/30/2025 Cornerstone Planning Group LLC715$33K0.0%N/A0.002%
4/30/2025 Synergy Investment Management LLC9,322$443K0.2%+37.5%0.027%
4/29/2025 Centennial Bank AR 3,289$156K0.1%+49.9%0.009%
4/29/2025 Envestnet Asset Management Inc.2,116,247$100.59M0.0%+60.4%6.081%
4/29/2025 World Investment Advisors19,077$907K0.0%+166.8%0.055%
4/28/2025 First Horizon Advisors Inc.2,503$119K0.0%+21.9%0.007%
4/28/2025 Detalus Advisors LLC7,753$369K0.1%+63.9%0.022%
4/28/2025 Oregon Pacific Wealth Management LLC6,415$305K0.3%N/A0.018%
4/28/2025 LFA Lugano Financial Advisors SA81,746$3.89M2.6%-1.5%0.235%
4/28/2025 RKL Wealth Management LLC98,290$4.67M0.4%-16.3%0.282%
4/25/2025 Ameritas Advisory Services LLC23,254$1.11M0.0%-51.2%0.067%
4/25/2025 Sterling Investment Advisors LLC ADV166,028$7.89M4.4%+5.4%0.477%
4/24/2025 Cornerstone Advisors Asset Management LLC131,845$6.27M1.3%+0.4%0.379%
4/24/2025 Mirae Asset Global Investments Co. Ltd.49,810$2.36M0.0%-5.6%0.143%
4/23/2025 Sequoia Financial Advisors LLC46,552$2.21M0.0%N/A0.134%
4/23/2025 Perigon Wealth Management LLC4,774$227K0.0%+8.3%0.014%
4/23/2025 Golden State Wealth Management LLC984$47K0.0%+217.4%0.003%
4/23/2025 Balboa Wealth Partners5,010$238K0.1%N/A0.014%
4/22/2025 Avantra Family Wealth Inc.21,157$1.01M1.0%N/A0.061%
4/22/2025 Petra Financial Advisors Inc.54,643$2.60M2.1%+8.1%0.157%
4/22/2025 Advisor Resource Council36,760$1.73M0.1%N/A0.106%
4/21/2025 Envestnet Portfolio Solutions Inc.247,777$11.78M0.0%+41.5%0.712%
4/21/2025 Bigelow Investment Advisors LLC20,346$967K0.5%-5.7%0.058%
4/21/2025 PSI Advisors LLC2,695$128K0.0%+58.1%0.008%
4/18/2025 Cushing Capital Partners LLC27,780$1.32M1.2%-31.1%0.079%
4/18/2025 Tennessee Valley Asset Management Partners8,581$408K0.1%N/A0.024%
4/17/2025 Fortis Advisors LLC6,703$319K0.2%+6.6%0.019%
4/17/2025 Lockerman Financial Group Inc.5,734$273K0.4%N/A0.016%
4/17/2025 Dynamic Advisor Solutions LLC9,656$459K0.0%-19.8%0.027%
4/17/2025 Dohj LLC13,683$650K0.1%N/A0.039%
4/16/2025 Wealth Enhancement Advisory Services LLC10,354$492K0.0%-6.0%0.029%
4/16/2025 NorthCrest Asset Manangement LLC79,816$3.79M0.1%-11.0%0.226%
4/15/2025 Kelly Financial Services LLC215,045$10.22M3.6%+53.5%0.609%
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4/15/2025 Integrated Advisors Network LLC87,383$4.15M0.2%+17.5%0.248%
4/15/2025 Simplicity Wealth LLC14,358$682K0.1%N/A0.041%
4/15/2025 Signet Financial Management LLC23,131$1.10M0.1%N/A0.066%
4/14/2025 Park Avenue Securities LLC106,803$5.08M0.1%+46.7%0.303%
4/14/2025 Miracle Mile Advisors LLC1,675,092$79.62M1.6%+3.3%4.745%
4/11/2025 Signal Advisors Wealth LLC14,857$706K0.1%+3.3%0.042%
4/11/2025 Annex Advisory Services LLC26,638$1.27M0.0%-98.9%0.075%
4/10/2025 Beacon Financial Group38,014$1.81M0.2%+210.8%0.108%
4/9/2025 SigFig Wealth Management LLC13,556$643K0.0%+66.4%0.038%
3/17/2025 Wealth Enhancement Advisory Services LLC11,016$515K0.0%+26.4%0.032%
3/17/2025 NorthCrest Asset Manangement LLC89,706$4.20M0.1%+6.6%0.265%
2/25/2025Heck Capital Advisors LLC143,832$6.73M0.4%N/A0.648%
2/25/2025 Integrated Advisors Network LLC74,337$3.48M0.2%-39.9%0.335%
2/19/2025Invst LLC21,101$987K0.1%+20.7%0.095%
2/18/2025Focus Partners Advisor Solutions LLC75,484$3.53M0.1%-7.0%0.340%
2/18/2025Glen Eagle Advisors LLC34,148$1.60M0.3%+16.4%0.154%
2/17/2025Guardian Wealth Advisors LLC NC2,434$114K0.0%+279.7%0.011%
2/17/2025CoreCap Advisors LLC769$36K0.0%-54.8%0.003%
2/17/2025Cornerstone Financial Group LLC NE 35,246$1.65M1.6%N/A0.159%
2/17/2025Cetera Investment Advisers560,322$26.22M0.1%-3.4%2.524%
2/17/2025Citadel Advisors LLC86,574$4.05M0.0%+65.6%0.390%
2/17/2025Bank of America Corp DE1,225,146$57.33M0.0%+7.7%5.519%
2/17/2025Ameriprise Financial Inc.279,337$13.07M0.0%+13.3%1.258%
2/17/2025Aptus Capital Advisors LLC2,615$122K0.0%+107.9%0.012%
2/14/2025Mercer Global Advisors Inc. ADV67,331$3.15M0.0%-42.8%0.303%
2/14/2025LGT Financial Advisors LLC3,330$156K0.3%-6.4%0.015%
2/14/2025Jane Street Group LLC74,486$3.49M0.0%N/A0.336%
2/14/2025Comerica Bank2,550$119K0.0%+88.5%0.011%
2/14/2025Integrated Wealth Concepts LLC143,828$6.73M0.1%+17.0%0.648%
2/14/2025Stifel Financial Corp21,640$1.01M0.0%-1.6%0.097%
2/14/2025MML Investors Services LLC116,709$5.46M0.0%+47.9%0.526%
2/14/2025Concourse Financial Group Securities Inc.7,648$358K0.0%+98.4%0.034%
2/13/2025NewEdge Advisors LLC10,751$503K0.0%+42.9%0.048%
2/13/2025CreativeOne Wealth LLC68,276$3.20M0.1%+12.9%0.308%
2/13/2025Dynamic Wealth Strategies LLC20,762$971K0.9%+2.8%0.094%
2/13/2025Keystone Financial Group7,007$328K0.0%N/A0.032%
2/13/2025Raymond James Financial Inc.450,242$21.07M0.0%N/A2.028%
2/13/2025FMR LLC3,813,483$178.43M0.0%+146.2%17.178%
2/13/2025 Envestnet Asset Management Inc.1,319,689$61.75M0.0%+27.3%5.945%
2/13/2025Wells Fargo & Company MN670,681$31.38M0.0%+24.0%3.021%
2/13/2025Prudential PLC23,505$1.10M0.0%-38.9%0.106%
2/12/2025 Climber Capital SA111,164$5.20M4.0%N/A0.501%
2/12/2025 World Investment Advisors7,150$335K0.0%+44.1%0.032%
2/12/2025Pacific Wealth Management314,927$14.74M7.8%-38.6%1.419%
2/12/2025Treynor Bancshares Inc.41,262$1.93M2.0%+32.3%0.186%
2/12/2025Orion Portfolio Solutions LLC12,074$565K0.0%+18.3%0.054%
2/12/2025Nomura Asset Management Co. Ltd.66,836$3.13M0.0%-22.1%0.301%
2/12/2025JPMorgan Chase & Co.197,641$9.25M0.0%-9.3%0.890%
2/12/2025Ausdal Financial Partners Inc.11,981$561K0.0%+24.4%0.054%
2/11/2025LPL Financial LLC1,509,822$70.65M0.0%+24.6%6.801%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
2/11/2025 SigFig Wealth Management LLC8,146$382K0.0%+62.5%0.037%
2/10/2025Thrivent Financial for Lutherans4,518$211K0.0%N/A0.020%
2/10/2025 Petra Financial Advisors Inc.50,543$2.37M1.6%+1.7%0.228%
2/10/2025Harbour Investments Inc.975$46K0.0%+712.5%0.004%
2/10/2025 Envestnet Portfolio Solutions Inc.175,169$8.20M0.0%+30.6%0.789%
2/10/2025Madison Investment Advisors LLC718,296$33.61M0.4%N/A3.236%
2/10/2025Commonwealth Equity Services LLC432,904$20.26M0.0%+22.8%1.950%
2/10/2025 LFA Lugano Financial Advisors SA83,015$3.88M2.5%-6.7%0.374%
2/10/2025Avantax Advisory Services Inc.26,854$1.26M0.0%+4.5%0.121%
2/7/2025Summit X LLC13,639$638K0.1%-7.5%0.061%
(Data available from 1/1/2016 forward)

QLTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QLTA shares?

During the previous two years, 179 institutional investors and hedge funds held shares of iShares Aaa - A Rated Corporate Bond ETF. The most heavily invested institutionals were FMR LLC ($178.43M), Envestnet Asset Management Inc. ($100.59M), Miracle Mile Advisors LLC ($79.62M), LPL Financial LLC ($70.65M), Bank of America Corp DE ($57.33M), Eastern Bank ($40.23M), and Madison Asset Management LLC ($36.32M).Learn more on QLTA's institutional investors.

Which institutional investors have been buying iShares Aaa - A Rated Corporate Bond ETF stock?

Of the 154 institutional investors that purchased iShares Aaa - A Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.81M), Annex Advisory Services LLC ($2.42M), Miracle Mile Advisors LLC ($1.78M), Envestnet Asset Management Inc. ($1.10M), Wells Fargo & Company MN ($962.25K), Raymond James Financial Inc. ($900.48K), and Madison Investment Advisors LLC ($718.30K).

How much institutional buying is happening at iShares Aaa - A Rated Corporate Bond ETF?

Institutional investors have bought a total of 18,051,462 shares in the last 24 months. This purchase volume represents approximately $854.22M in transactions.

Which iShares Aaa - A Rated Corporate Bond ETF major shareholders have been selling company stock?

Of the 70 institutional investors that sold iShares Aaa - A Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($2.39M), Compass Ion Advisors LLC ($640.36K), Bailard Inc. ($545.22K), Mirae Asset Global Investments Co. Ltd. ($361.08K), Pacific Wealth Management ($220.66K), Curi Wealth Management LLC ($218.54K), and Raymond James & Associates ($169.07K).

How much institutional selling is happening at iShares Aaa - A Rated Corporate Bond ETF?

Institutional investors have sold a total of 6,147,456 shares in the last 24 months. This volume of shares sold represents approximately $289.53M in transactions.


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This page (NYSEARCA:QLTA) was last updated on 5/3/2025 by MarketBeat.com Staff
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