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iShares AAA-A Rated Corporate Bond ETF
QLTA

105 hedge funds and large institutions have $348M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $282M → $348M (+$66.7M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

3.38% more ownership

Funds ownership: 38.25% → 41.63% (+3.4%)

3% more funds holding

Funds holding: 102 → 105 (+3)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
34
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Compass Ion Advisors
Pennsylvania
+$32.2M
2
IAN
Integrated Advisors Network
Texas
+$7.9M
3
PWM
Pacific Wealth Management
California
+$7.23M
4
LPL Financial
LPL Financial
California
+$5.72M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$4.35M

Top Sellers

1
CWM
Curi Wealth Management
North Carolina
-$10.3M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
4
BIA
Bigelow Investment Advisors
Maine
-$1.38M
5
RJA
Raymond James & Associates
Florida
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$262K +$852 +18 +0.3%
SI
77
Stephens Inc
Arkansas
$252K – – –
Truist Financial
78
Truist Financial
North Carolina
$251K +$2.22K +47 +0.9%
AWA
79
Acorn Wealth Advisors
Michigan
$247K -$9.94K -210 -4%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$246K -$240K -5,069 -50%
IFPG
81
Intrepid Financial Planning Group
Indiana
$219K – – –
FCA
82
FinTrust Capital Advisors
South Carolina
$145K – – –
ASN
83
Advisory Services Network
Georgia
$120K -$284K -5,993 -70%
PTC
84
Private Trust Company
Ohio
$112K -$1.99K -42 -2%
US Bancorp
85
US Bancorp
Minnesota
$62.2K – – –
IFAM
86
Institutional & Family Asset Management
Colorado
$49.7K – – –
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$45K +$44.8K +946 New
WP
88
WealthPLAN Partners
Nebraska
$33.2K +$32.8K +693 New
BWM
89
BerganKDV Wealth Management
Minnesota
$32.8K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$31K +$27.7K +585 +929%
BlackRock
91
BlackRock
New York
$23.7K +$21.3K +449 +955%
SS
92
Sunbelt Securities
Texas
$22.1K +$22K +465 New
MWM
93
Mascoma Wealth Management
New Hampshire
$21.6K +$7.1K +150 +50%
HR
94
Howe & Rusling
New York
$18.5K – – –
William Blair & Company
95
William Blair & Company
Illinois
$14.5K – – –
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$10.6K – – –
GTAM
97
Global Trust Asset Management
Florida
$9.78K – – –
HI
98
Harbour Investments
Wisconsin
$9.09K – – –
JP Morgan Chase
99
JP Morgan Chase
New York
$8K -$13.2K -278 -62%
GWM
100
Geneos Wealth Management
Colorado
$7.27K – – –
1 2 3
4
5

QLTA Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2023, worth a combined $348M — up 24% from $282M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QLTA positions and 16 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $32.2M. The largest seller was Curi Wealth Management, cutting an estimated $10.3M.

  • 105 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2023, up from 102 in Q4 2022.
  • Funds reported $348M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 20 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +4 holders.
  • The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2023 was Compass Ion Advisors, an estimated $32.2M added.
  • The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2023 was Curi Wealth Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.