iShares AAA-A Rated Corporate Bond ETF
QLTA
130 hedge funds and large institutions have $727M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 11 closing their positions.
294% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 17
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
14% more funds holding
Funds holding: 114 → 130 (+16)
2% more capital invested
Capital invested by funds: $711M → $727M (+$16M)
4.47% less ownership
Funds ownership: 54.34% → 49.87% (-4.5%)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$87.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.25M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$95.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$45.7M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$39.1M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.2M |
| 5 |
Morgan Stanley
New York
|
-$3.19M |
QLTA Hedge Fund Activity: Q3 2020 in Review
130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2020, worth a combined $727M — up 2.2% from $711M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QLTA positions and 11 closed out — a net gain of 18 holders — while 67 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $87.8M. The largest seller was Stifel Financial, cutting an estimated $95.5M.
- 130 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2020, up from 114 in Q2 2020.
- Funds reported $727M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2020, up 2.2% quarter-over-quarter.
- 29 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2020 and 11 closed out, a net change of +18 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2020 was Citadel Advisors, an estimated $87.8M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2020 was Stifel Financial, an estimated $95.5M sold.
Based on aggregated 13F filings for Q3 2020.