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iShares AAA-A Rated Corporate Bond ETF
QLTA
QLTA
34 hedge funds and large institutions have $25.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
7.14% less ownership
Funds ownership: 33.52% → 26.38% (-7.1%)
8% less funds holding
Funds holding: 37 → 34 (-3)
26% less capital invested
Capital invested by funds: $34.7M → $25.6M (-$9.09M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$4.53M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$3.21M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.6M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$998K |
| 5 |
Morgan Stanley
New York
|
-$738K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $30K | -$64.9K | -1,245 | -69% |
|
27
SEI Investments
Oaks,
Pennsylvania
| $29K | -$626 | -12 | -2% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $23K | +$52 | +1 | +0.2% |
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8K | +$8.45K | +162 | New |
|
30
BlackRock
New York
| $7K | – | – | – |
|
|
PCTC
31
Perkins Coie Trust Company
Seattle,
Washington
| $7K | – | – | – |
|
|
VIA
32
Vantage Investment Advisors
State College,
Pennsylvania
| $5K | – | – | – |
|
|
IWM
33
IHT Wealth Management
Chicago,
Illinois
| $14 | – | – | – |
|
|
UCFA
34
United Capital Financial Advisors
Irving,
Texas
| – | -$1.6M | -31,043 | Closed |
|
35
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$551K | -10,671 | Closed |
|
36
Ameriprise
Minneapolis,
Minnesota
| – | -$461K | -9,003 | Closed |
|
|
IAA
37
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$405K | -7,839 | Closed |
|
38
Creative Planning
Overland Park,
Kansas
| – | -$14K | -279 | Closed |
|