iShares AAA-A Rated Corporate Bond ETF
QLTA
84 hedge funds and large institutions have $346M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 12 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
71% more capital invested
Capital invested by funds: $203M → $346M (+$143M)
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
10.28% more ownership
Funds ownership: 44.97% → 55.25% (+10%)
6% more funds holding
Funds holding: 79 → 84 (+5)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$51.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.7M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$24.2M |
| 4 |
B
Bailard
Foster City,
California
|
+$21.7M |
| 5 |
Morgan Stanley
New York
|
+$14.9M |
Top Sellers
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$16.3M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$11.4M |
| 3 |
Jane Street
New York
|
-$9.89M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$7.65M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.68M |
QLTA Hedge Fund Activity: Q1 2020 in Review
84 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2020, worth a combined $346M — up 71% from $203M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QLTA positions and 12 closed out — a net gain of 8 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $51.5M. The largest seller was Eastern Bank, cutting an estimated $16.3M.
- 84 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2020, up from 79 in Q4 2019.
- Funds reported $346M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2020, up 71% quarter-over-quarter.
- 20 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2020 and 12 closed out, a net change of +8 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2020 was Bank of America, an estimated $51.5M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2020 was Eastern Bank, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2020.