iShares Aaa - A Rated Corporate Bond

QLTA • ARCA

iShares Aaa - A Rated Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 180 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. FMR LLC is the largest holder with a position valued at $172.3M.

Overview

Overview of institutional ownership in QLTA as of Q3 2025

All Institutions

Institutions: 180
Value Held: $1.3B
Shares Held: 27.2M
Avg Position: $7.3M
Median Position: $689.7K

Hedge Funds

Hedge Funds: 1
Value Held: $286.0K
Shares Held: 5.9K
Avg Position: $286.0K
Median Position: $286.0K

Biggest Investors

Institutions with the largest positions in QLTA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$172.3M 0.01% of portfolio	3.6M shares	Q3 2022 Held for 3y 2m	$1.92T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$139.7M 0.04% of portfolio	2.9M shares	Q3 2020 Held for 5y 2m	$341.99B
L LPL Financial LLC Institution	-	$97.7M 0.03% of portfolio	2.0M shares	Q1 2015 Held for 10y 8m	$340.07B
Miracle Mile Advisors, LLC RIA/Wealth	Bruce Wayne Milam CEO	$97.1M 1.47% of portfolio	2.0M shares	Q4 2022 Held for 2y 11m	$6.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$80.7M 0.01% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$49.2M 0.06% of portfolio	1.0M shares	Q4 2019 Held for 5y 11m	$87.7B
MAI Wealth Advisors RIA/Wealth	Richard James Buoncore Chairman	$49.1M 0.31% of portfolio	1.0M shares	Q4 2024 Held for 11 months	$16.0B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$47.5M 0.00% of portfolio	980.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$39.4M 0.05% of portfolio	813.4K shares	Q4 2022 Held for 2y 11m	$85.4B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$29.3M 0.01% of portfolio	603.8K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B

Net Capital Flow

Institutional buying and selling activity for QLTA in Q3 2025

Traded: +$123.1M
Buyers: 117
Sellers: 60
Total Bought: +$189.2M
Total Sold: −$66.1M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$30.5M +630.2K shares	$139.7M 2.9M shares
L LPL Financial LLC Institution	+$16.5M +340.6K shares	$97.7M 2.0M shares
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC RIA/Wealth	+$12.3M +252.8K shares	$18.7M 386.1K shares
S State of New Jersey Common Pension Fund D Institution	+$12.1M +250.0K shares	$12.1M 250.0K shares
Diversify Advisory Services, LLC RIA/Wealth	+$11.0M +227.6K shares	$11.0M 227.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	+$10.8M +221.9K shares	$97.1M 2.0M shares
UBS Group AG Institution	+$8.9M +184.2K shares	$25.9M 534.9K shares
Cetera Investment Advisers RIA/Wealth	+$6.8M +141.2K shares	$39.4M 813.4K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	+$6.1M +126.5K shares	$6.1M 126.5K shares
R Resources Investment Advisors, Inc. Pension/Endowment	+$5.9M +122.2K shares	$5.9M 122.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$16.4M −337.6K shares	$17.7M 365.0K shares
A Advisor Group Holdings, Inc. Institution	−$10.0M −206.9K shares	$6.5M 133.9K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$8.2M −169.5K shares	$21.8M 450.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.4M −91.7K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$4.3M −87.8K shares	$2.6M 53.7K shares
FMR LLC Institution	−$3.9M −81.2K shares	$172.3M 3.6M shares
S SeaBridge Investment Advisors LLC RIA/Wealth	−$3.9M −81.4K shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$2.0M −41.6K shares	$29.3M 603.8K shares
F FLOW TRADERS U.S. LLC Institution	−$2.0M −41.4K shares	$254.9K 5.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$1.4M −29.1K shares	$80.7M 1.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited QLTA in Q3 2025

New Positions: 18
New Value: $36.3M
Exited Positions: 17
Exited Value: $12.2M

New Positions

Institution	Position Value
S State of New Jersey Common Pension Fund D Institution	$12.1M 250.0K shares
Diversify Advisory Services, LLC RIA/Wealth	$11.0M 227.6K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	$6.1M 126.5K shares
Clear Creek Financial Management, LLC RIA/Wealth	$3.6M 74.9K shares
NorthRock Partners, LLC RIA/Wealth	$1.8M 36.6K shares
Transamerica Financial Advisors, Inc. Institution	$495.9K 10.2K shares
Professional Financial Advisors, LLC RIA/Wealth	$363.8K 7.5K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$286.0K 5.9K shares
Strategic Blueprint, LLC RIA/Wealth	$246.8K 5.1K shares
Embree Financial Group RIA/Wealth	$212.5K 4.4K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.4M 91.7K shares
S SeaBridge Investment Advisors LLC RIA/Wealth	$3.9M 81.4K shares
P PRUDENTIAL PLC Institution	$813.0K 17.0K shares
Csenge Advisory Group RIA/Wealth	$637.2K 13.5K shares
Ameritas Advisory Services, LLC RIA/Wealth	$513.5K 10.7K shares
BAILARD, INC. RIA/Wealth	$501.4K 10.5K shares
A Annex Advisory Services, LLC Institution	$380.7K 8.0K shares
Keebeck Wealth Management, LLC RIA/Wealth	$275.0K 5.7K shares
TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth	$243.4K 5.1K shares
Fortune Financial Advisors, LLC RIA/Wealth	$235.6K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in QLTA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with QLTA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Pacific Wealth Management RIA/Wealth	Justin Chandler Kuntz Managing Partner	7.47% $14.8M	305.9K shares	Q4 2022 Held for 2y 11m	$198.6M
STERLING INVESTMENT ADVISORS LLC /ADV RIA/Wealth	James Gatlin Jones Managing Partner	3.89% $7.9M	162.2K shares	Q1 2019 Held for 6y 8m	$201.9M
K Kelly Financial Services LLC RIA/Wealth	Kelly D. Kelly President	3.66% $13.7M	282.4K shares	Q4 2023 Held for 1y 11m	$373.6M
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC RIA/Wealth	Thomas Joseph Scalici CEO	3.27% $18.7M	386.1K shares	Q4 2023 Held for 1y 11m	$572.0M
COLTON GROOME FINANCIAL ADVISORS, LLC RIA/Wealth	George Tatum Groome CEO	2.21% $7.2M	148.5K shares	Q4 2022 Held for 2y 11m	$325.9M
F Fonville Wealth Management LLC Institution	-	2.02% $9.0M	185.5K shares	Q4 2023 Held for 1y 11m	$444.5M
Cornerstone Financial Group, LLC /NE/ RIA/Wealth	Christopher Kendall Abts President	1.71% $2.2M	45.6K shares	Q4 2024 Held for 11 months	$129.2M
PETRA FINANCIAL ADVISORS INC RIA/Wealth	Jonathan Stephen Forbes President	1.62% $2.8M	56.8K shares	Q4 2022 Held for 2y 11m	$169.8M
Miracle Mile Advisors, LLC RIA/Wealth	Bruce Wayne Milam CEO	1.47% $97.1M	2.0M shares	Q4 2022 Held for 2y 11m	$6.6B
S ShoreHaven Wealth Partners, LLC RIA/Wealth	Michael Lawrence Durso CEO	1.46% $3.8M	78.8K shares	Q1 2023 Held for 2y 8m	$261.1M

Hedge Fund Spotlight

Discover hedge funds investing in QLTA

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in iShares Aaa - A Rated Corporate Bond

Market Value: $286.0K
Shares Held: 5.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%