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iShares AAA-A Rated Corporate Bond ETF
QLTA

33 hedge funds and large institutions have $36.5M invested in iShares AAA-A Rated Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

65% more capital invested

Capital invested by funds: $22.1M → $36.5M (+$14.3M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7.54% more ownership

Funds ownership: 30.18% → 37.72% (+7.5%)

6% more funds holding

Funds holding: 31 → 33 (+2)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$12.4M
2
RJA
Raymond James & Associates
Florida
+$2.12M
3
Bank of America
Bank of America
North Carolina
+$883K
4
VWM
Venturi Wealth Management
Texas
+$716K
5
Wells Fargo
Wells Fargo
California
+$691K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.27M
2
JG
Jefferies Group
New York
-$959K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$587K
4
Jane Street
Jane Street
New York
-$448K
5
AIG
American International Group
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$32K -$17.5K -332 -36%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.8K +431 New
RCA
28
Rowland Carmichael Advisors
Arizona
$21K +$21.1K +400 New
IA
29
IFP Advisors
Florida
$11K +$10.6K +200 New
PCTC
30
Perkins Coie Trust Company
Washington
$7K – – –
VIA
31
Vantage Investment Advisors
Pennsylvania
$5K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$3K +$3.22K +61 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
– -$587K -11,212 Closed
Jane Street
34
Jane Street
New York
– -$448K -8,548 Closed
AIG
35
American International Group
New York
– -$303K -5,781 Closed
BCM
36
Bluefin Capital Management
New York
– -$288K -5,492 Closed
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