Who Owns iShares Aaa - A Rated Corporate Bond ETF (QLTA)?Hedge Fund & Institutional Holders

$47.67+0.19 (+0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -0

Price History

$46.18$46.99$47.80$48.61$49.42Sep 24Jun 25Mar 26

QLTA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
State of New Jersey Common Pension Fund DIncreased+500K+$23.9B
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCNew Position+448K+$21.5B
Pacific Wealth ManagementNew Position+315K+$15.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+324K+$15.0B
Fonville Wealth Management LLCNew Position+198K+$9.5B
STERLING INVESTMENT ADVISORS LLC /ADVNew Position+169K+$8.1B
COLTON GROOME FINANCIAL ADVISORS, LLCNew Position+158K+$7.6B
Heck Capital Advisors, LLCNew Position+140K+$6.7B
Procyon Advisors, LLCNew Position+123K+$5.9B
Compass Wealth Management, LLC/GAIncreased+124K+$5.8B
AMERIPRISE FINANCIAL INCIncreased+121K+$5.2B
Climber Capital SANew Position+117K+$4.4B
Midwest Professional Planners, LTD.New Position+74K+$3.6B
Triad Wealth Partners, LLCNew Position+74K+$3.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+76K+$3.4B

QLTA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-425K-$97.7B
Cetera Investment AdvisersDecreased-224K-$39.4B
Vestmark Advisory Solutions, Inc.Decreased-165K-$17.7B
MML INVESTORS SERVICES, LLCDecreased-29K-$15.3B
ASSETMARK, INCDecreased-211K-$10.3B
Creative PlanningDecreased-22K-$7.5B
WELLS FARGO & COMPANY/MNDecreased-134K-$7.3B
Integrated Wealth Concepts LLCDecreased-44K-$6.6B
JPMORGAN CHASE & CODecreased-80K-$5.4B
OSAIC HOLDINGS, INC.Decreased-73K-$4.5B
Integrated Advisors Network LLCDecreased-71K-$3.7B
CreativeOne Wealth, LLCDecreased-42K-$3.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-20K-$2.3B
ROYAL BANK OF CANADADecreased-51-$1.3B
UBS Group AGDecreased-22K-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC2,273,096$109.0B5.56%Share
2BANK OF AMERICA CORP /DE/873,874$42.0B3.06%Share
3State of New Jersey Common Pension Fund D750,000$36.1B130.36%Share
4Compass Wealth Management, LLC/GA673,307$32.4B13.33%Share
5AMERIPRISE FINANCIAL INC551,190$26.0B5.88%Share
6UBS Group AG512,349$24.6B4.00%Share
7CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC447,791$21.5B3.49%Share
8Parcion Private Wealth LLC398,431$19.2B1.17%Share
9WELLS FARGO & COMPANY/MN381,638$18.0B3.28%Share
10RAYMOND JAMES FINANCIAL INC394,274$18.0B5.60%Share
11Pacific Wealth Management315,081$15.2B7.03%Share
12COMMONWEALTH EQUITY SERVICES, LLC323,589$15.0B20.00%Share
13JPMORGAN CHASE & CO305,605$14.0B0.88%Share
14ASSETMARK, INC272,273$13.1B26.70%Share
15Kelly Financial Services LLC270,386$13.0B3.26%Share
16BANK OF AMERICA CORP /DE/235,395$11.0B0.80%Share
17Fonville Wealth Management LLC198,117$9.5B1.95%Share
18Madison Asset Management, LLC188,104$9.0B104.00%Share
19STERLING INVESTMENT ADVISORS LLC /ADV168,719$8.1B3.93%Share
20COLTON GROOME FINANCIAL ADVISORS, LLC157,587$7.6B2.17%Share
21ROYAL BANK OF CANADA161,399$7.0B1.14%Share
22Heck Capital Advisors, LLC140,079$6.7B0.50%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP129,797$6.0B0.69%Share
24Procyon Advisors, LLC122,970$5.9B0.29%Share
25OneDigital Investment Advisors LLC118,987$5.0B49.01%Share
26Climber Capital SA116,807$4.4B2.89%Share
27WELLS FARGO & COMPANY/MN88,559$4.0B0.73%Share
28Midwest Professional Planners, LTD.74,355$3.6B0.85%Share
29Triad Wealth Partners, LLC74,099$3.6B0.34%Share
30Glen Eagle Advisors, LLC65,755$3.2B0.43%Share
31DIVERSIFY WEALTH MANAGEMENT, LLC56,813$2.7B0.13%Share
32PETRA FINANCIAL ADVISORS INC56,888$2.7B1.61%Share
33ShoreHaven Wealth Partners, LLC56,157$2.7B0.97%Share
34Quadrant Private Wealth Management, LLC52,407$2.5B0.41%Share
35Cornerstone Financial Group, LLC /NE/46,233$2.2B1.55%Share
36RKL Wealth Management LLC42,127$2.0B0.17%Share
37UNITED CAPITAL FINANCIAL ADVISORS, LLC54,030$2.0B12.04%Share
38CITADEL ADVISORS LLC58,102$2.0B0.30%Share
39OSAIC HOLDINGS, INC.41,848$2.0B2.92%Share
40LFA - Lugano Financial Advisors SA38,309$1.8B0.95%Share
41HANOVER ADVISORS INC30,837$1.5B0.58%Share
42Dynamic Wealth Strategies, LLC27,067$1.3B0.77%Share
43Bigelow Investment Advisors, LLC24,691$1.2B0.46%Share
44Freestone Capital Holdings, LLC23,531$1.1B0.03%Share
45Detalus Advisors, LLC23,007$1.1B0.27%Share
46Orion Porfolio Solutions, LLC24,636$1.0B7.33%Share
47STIFEL FINANCIAL CORP35,661$1.0B0.90%Share
48JONES FINANCIAL COMPANIES LLLP23,389$1.0B0.61%Share
49Integrated Advisors Network LLC25,513$1.0B0.04%Share
50GUGGENHEIM CAPITAL LLC35,903$1.0B7.16%Share

QLTA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025185$565.0B+68
Q3 2025117$579.7B-32
Q2 2025149$1.1T-27
Q1 2025176$925.2B+43
Q4 2024133$90.8T+27
Q3 2024106$210.0T+15
Q2 202491$90.4T+6
Q1 202485$82.0T—

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As of Q4 2025, 50 institutional investors hold QLTA (iShares Aaa - A Rated Corporate Bond ETF). The largest holder is FMR LLC with $109.0B in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own QLTA?

As of Q4 2025, 50 institutional investors report holding QLTA (iShares Aaa - A Rated Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of QLTA?

The largest institutional holder of QLTA is FMR LLC with $109.0B in shares.

Is institutional ownership of QLTA increasing or decreasing?

This quarter, 11 institutions opened new positions in QLTA and 0 closed their positions.