iShares AAA-A Rated Corporate Bond ETF
QLTA
122 hedge funds and large institutions have $681M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 21 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 28
1.22% less ownership
Funds ownership: 49.87% → 48.65% (-1.2%)
6% less funds holding
Funds holding: 130 → 122 (-8)
6% less capital invested
Capital invested by funds: $727M → $681M (-$46.2M)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.63M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.57M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.95M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.88M |
| 5 |
B
Bailard
Foster City,
California
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$71.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.6M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$8.88M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.35M |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$5.37M |
QLTA Hedge Fund Activity: Q4 2020 in Review
122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q4 2020, worth a combined $681M — down 6.4% from $727M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of QLTA and 16 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 56 added.
The largest buyer was Bank of America, adding an estimated $7.63M. The largest seller was Citadel Advisors, cutting an estimated $71.9M.
- 122 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q4 2020, down from 130 in Q3 2020.
- Funds reported $681M of iShares AAA-A Rated Corporate Bond ETF stock for Q4 2020, down 6.4% quarter-over-quarter.
- 16 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q4 2020 and 21 closed out, a net change of -5 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q4 2020 was Bank of America, an estimated $7.63M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $71.9M sold.
Based on aggregated 13F filings for Q4 2020.