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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mirae Asset Global Investments Co., Ltd.Sell-2,020-3.7%52,040$2.48MQ1 2026Aug 12, 2026
Wells Fargo & Company/MnSell-147,807-31.4%322,390$15.34MQ1 2026Jul 08, 2026
Shuttleworth & CoBuy+10,846+24.7%54,745$2.61MQ1 2026May 20, 2026
Bank Of America CorpSell-144,365-13.0%967,205$46.03MQ1 2026May 18, 2026
Citadel Advisors LlcBuy+89,320+153.7%147,422$7.02MQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Sell-88,647-44.3%111,308$5.30MQ1 2026May 15, 2026
Mai Capital ManagementBuy+62,979+5.7%1,159,473$55.18MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-56,948-43.9%72,849$3.47MQ1 2026May 15, 2026
Morgan StanleyBuy+38,789+5.1%796,180$37.89MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+23,447+43.4%77,477$3.68MQ1 2026May 15, 2026
Compass Wealth Management, Llc/GaSell-22,936-3.4%650,371$30.95MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-20,012-49.4%20,527$976.89KQ1 2026May 15, 2026
Efg International AgBuy+19,150—19,150$911.35KQ1 2026May 15, 2026
Northrock Partners, LlcBuy+18,179+35.3%69,682$3.32MQ1 2026May 15, 2026
Summit Financial, LlcBuy+18,079—18,079$860.40KQ1 2026May 15, 2026
Cerity Partners LlcBuy+17,264—17,264$821.59KQ1 2026May 15, 2026
Creativeone Wealth, LlcSell-14,117-20.0%56,567$2.69MQ1 2026May 15, 2026
Glen Eagle Advisors, LlcBuy+13,152+20.0%78,907$3.76MQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+11,014+30.7%46,917$2.23MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+8,452+36.1%31,841$1.50MQ1 2026May 15, 2026
Corient Private Wealth LlcSell-7,373-59.5%5,019$238.85KQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+7,235—7,235$344.31KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+4,194+6.8%65,449$3.11MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+2,773+1.6%174,276$8.29MQ1 2026May 15, 2026
Qube Research & Technologies LtdBuy+2,631—2,631$125.21KQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+2,423+31.0%10,245$487.56KQ1 2026May 15, 2026
Synergy Investment Management, LlcSell-1,372-17.7%6,382$303.72KQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcSell-1,260-9.0%12,694$604.11KQ1 2026May 15, 2026
Advisory Services Network, LlcSell-1,112-9.8%10,197$485.28KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcSell-877-1.0%91,050$4.33MQ1 2026May 15, 2026
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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.