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iShares AAA-A Rated Corporate Bond ETF
QLTA
QLTA
127 hedge funds and large institutions have $532M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0.84% more ownership
Funds ownership: 49.34% → 50.18% (+0.84%)
1% more funds holding
Funds holding: 126 → 127 (+1)
0% more capital invested
Capital invested by funds: $531M → $532M (+$926K)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
15
Increased
40
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$37.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$18M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$12.9M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$9.3M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.57M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$26.8M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$22M |
| 3 |
Morgan Stanley
New York
|
-$9.98M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.1M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.19M |
