ISHARES AAA - A RATED CORPOR (QLTA) Institutional Ownership Changes & 13F Activity
ISHARES AAA - A RATED CORPOR (QLTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Bank Of America Corp, Citadel Advisors Llc, Vestmark Advisory Solutions, Inc., and Mai Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | Sell | -2,020 | -3.7% | 52,040 | $2.48M | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Sell | -147,807 | -31.4% | 322,390 | $15.34M | Q1 2026 | Jul 08, 2026 |
| Shuttleworth & Co | Buy | +10,846 | +24.7% | 54,745 | $2.61M | Q1 2026 | May 20, 2026 |
| Bank Of America Corp | Sell | -144,365 | -13.0% | 967,205 | $46.03M | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +89,320 | +153.7% | 147,422 | $7.02M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -88,647 | -44.3% | 111,308 | $5.30M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +62,979 | +5.7% | 1,159,473 | $55.18M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -56,948 | -43.9% | 72,849 | $3.47M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +38,789 | +5.1% | 796,180 | $37.89M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +23,447 | +43.4% | 77,477 | $3.68M | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, Llc/Ga | Sell | -22,936 | -3.4% | 650,371 | $30.95M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -20,012 | -49.4% | 20,527 | $976.89K | Q1 2026 | May 15, 2026 |
| Efg International Ag | Buy | +19,150 | — | 19,150 | $911.35K | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Buy | +18,179 | +35.3% | 69,682 | $3.32M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +18,079 | — | 18,079 | $860.40K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +17,264 | — | 17,264 | $821.59K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -14,117 | -20.0% | 56,567 | $2.69M | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, Llc | Buy | +13,152 | +20.0% | 78,907 | $3.76M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +11,014 | +30.7% | 46,917 | $2.23M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +8,452 | +36.1% | 31,841 | $1.50M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Sell | -7,373 | -59.5% | 5,019 | $238.85K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +7,235 | — | 7,235 | $344.31K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +4,194 | +6.8% | 65,449 | $3.11M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +2,773 | +1.6% | 174,276 | $8.29M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +2,631 | — | 2,631 | $125.21K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +2,423 | +31.0% | 10,245 | $487.56K | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Sell | -1,372 | -17.7% | 6,382 | $303.72K | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1,260 | -9.0% | 12,694 | $604.11K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -1,112 | -9.8% | 10,197 | $485.28K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -877 | -1.0% | 91,050 | $4.33M | Q1 2026 | May 15, 2026 |
Frequently asked questions about QLTA activity
Which institutional owners are buying QLTA?
Institutional owners buying QLTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QLTA activity?
"Buy" means an investor increased their reported position in QLTA compared to the prior reporting period. This reflects growing exposure to ISHARES AAA - A RATED CORPOR (QLTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QLTA increasing?
Institutional interest in QLTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.