iShares AAA-A Rated Corporate Bond ETF
QLTA
63 hedge funds and large institutions have $148M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
15% more funds holding
Funds holding: 55 → 63 (+8)
13% more capital invested
Capital invested by funds: $131M → $148M (+$17M)
0.2% less ownership
Funds ownership: 42.42% → 42.22% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$16.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.41M |
| 3 |
AssetMark Inc
Concord,
California
|
+$3.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.65M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.58M |
| 3 |
Jane Street
New York
|
-$4.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.72M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$1.41M |
QLTA Hedge Fund Activity: Q2 2019 in Review
63 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2019, worth a combined $148M — up 13% from $131M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new QLTA positions and 8 closed out — a net gain of 8 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Global Financial Private Capital, opening a new position worth an estimated $16.8M. The largest seller was Morgan Stanley, cutting an estimated $11.9M.
- 63 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2019, up from 55 in Q1 2019.
- Funds reported $148M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2019, up 13% quarter-over-quarter.
- 16 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2019 and 8 closed out, a net change of +8 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2019 was Global Financial Private Capital, an estimated $16.8M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2019 was Morgan Stanley, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2019.