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iShares AAA-A Rated Corporate Bond ETF
QLTA

42 hedge funds and large institutions have $48.6M invested in iShares AAA-A Rated Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

44% more capital invested

Capital invested by funds: $33.6M → $48.6M (+$15M)

20% more funds holding

Funds holding: 35 → 42 (+7)

8.45% more ownership

Funds ownership: 30.36% → 38.81% (+8.5%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$4.93M
2
Morgan Stanley
Morgan Stanley
New York
+$4.42M
3
Jane Street
Jane Street
New York
+$1.18M
4
LWM
Lenox Wealth Management
Ohio
+$1.16M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$206K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$60K
2
BF
BOK Financial
Oklahoma
-$52K
3
RWM
RKL Wealth Management
Pennsylvania
-$32.3K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30K
5
IA
IFP Advisors
Florida
-$2.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$43K – – –
CA
27
Calton & Associates
Florida
$42K +$43K +815 New
SEI Investments
28
SEI Investments
Pennsylvania
$30K – – –
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K – – –
IA
30
IFP Advisors
Florida
$28K -$2.53K -48 -8%
MPPLM
31
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K +$27.2K +517 New
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K – – –
IWM
33
IHT Wealth Management
Illinois
$11K – – –
APA
34
American Portfolios Advisors
New York
$10.8K +$10.8K +204 New
BlackRock
35
BlackRock
New York
$7K – – –
PCTC
36
Perkins Coie Trust Company
Washington
$7K – – –
VIA
37
Vantage Investment Advisors
Pennsylvania
$5K – – –
CAC
38
Certified Advisory Corp
Florida
$4K +$4.06K +77 New
ASN
39
Advisory Services Network
Georgia
$2K – – –
SWP
40
Stratos Wealth Partners
Ohio
$1K +$896 +17 New
PCG
41
Private Capital Group
Connecticut
$6 +$56.1K +1,065 New
BF
42
BOK Financial
Oklahoma
– -$52K -984 Closed
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
– -$30K -570 Closed
1
2

QLTA Hedge Fund Activity: Q4 2017 in Review

42 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q4 2017, worth a combined $48.6M — up 44% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QLTA positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $4.93M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $60K.

  • 42 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $48.6M of iShares AAA-A Rated Corporate Bond ETF stock for Q4 2017, up 44% quarter-over-quarter.
  • 9 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q4 2017 was United Capital Financial Advisors, an estimated $4.93M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $60K sold.

Based on aggregated 13F filings for Q4 2017.