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iShares AAA-A Rated Corporate Bond ETF
QLTA

110 hedge funds and large institutions have $643M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $468M → $643M (+$175M)

9.8% more ownership

Funds ownership: 39.82% → 49.62% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 114 → 110 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
25
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$250M
2
Creative Planning
Creative Planning
Kansas
+$9.99M
3
Jane Street
Jane Street
New York
+$6.89M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.1M
5
Charles Schwab
Charles Schwab
California
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.31M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.97M
3
NAM
NorthCrest Asset Manangement
Minnesota
-$5.37M
4
FNC
First National Corp
Massachusetts
-$4.24M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
76
Catalyst Capital Advisors
New York
$228K – – –
TCM
77
Teza Capital Management
Illinois
$228K – – –
Truist Financial
78
Truist Financial
North Carolina
$219K -$91.9K -1,724 -29%
DCM
79
Donaldson Capital Management
Indiana
$218K – – –
MBT
80
Montecito Bank & Trust
California
$216K +$223K +4,174 New
William Blair & Company
81
William Blair & Company
Illinois
$196K – – –
APA
82
American Portfolios Advisors
New York
$188K +$53 +1 +0%
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$171K – – –
TWC
84
TD Waterhouse Canada
Ontario, Canada
$155K – – –
US Bancorp
85
US Bancorp
Minnesota
$131K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$122K – – –
CA
87
Clearstead Advisors
Ohio
$120K – – –
T
88
TCWP
Ohio
$111K +$115K +2,151 New
CTC
89
Central Trust Company
Missouri
$104K – – –
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$3.52K -66 -3%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$90K -$77.6K -1,455 -46%
FCA
92
FinTrust Capital Advisors
South Carolina
$68K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$59K +$19.5K +366 +48%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$54K – – –
IFAM
95
Institutional & Family Asset Management
Colorado
$54K – – –
BWM
96
BerganKDV Wealth Management
Minnesota
$36K – – –
AWM
97
Atticus Wealth Management
Florida
$20K -$67.2K -1,260 -77%
GTAM
98
Global Trust Asset Management
Florida
$20K – – –
MWM
99
Mascoma Wealth Management
New Hampshire
$16K – – –
CIAS
100
Capital Investment Advisory Services
North Carolina
$13K +$1.01K +19 +8%
1 2 3
4
5

QLTA Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2022, worth a combined $643M — up 37% from $468M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QLTA and 8 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 25 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $250M. The largest seller was Morgan Stanley, cutting an estimated $7.31M.

  • 110 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2022, down from 114 in Q4 2021.
  • Funds reported $643M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2022, up 37% quarter-over-quarter.
  • 8 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -2 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $250M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2022.