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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
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$6.27K -$1.56K -33 -20%
VWM
102
Venturi Wealth Management
Texas
$4.16K +$4.12K +87 New
FMP
103
Financial Management Professionals
Texas
$4K – – –
BA
104
Bellwether Advisors
Nebraska
$2.77K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$429 +$60.5K +1,279 +17%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
– -$2.45M -52,780 Closed
KWA
108
KCS Wealth Advisory
California
– -$619K -13,351 Closed
TTWM
109
TCV Trust & Wealth Management
Virginia
– -$512K -11,052 Closed
PFA
110
Petra Financial Advisors
Colorado
– -$426K -9,204 Closed
ACA
111
Aptus Capital Advisors
Alabama
– -$348K -7,519 Closed
RJFSA
112
Raymond James Financial Services Advisors
Florida
– -$245K -5,298 Closed
WAP
113
Wealthcare Advisory Partners
Pennsylvania
– -$212K -4,572 Closed
TWC
114
TD Waterhouse Canada
Ontario, Canada
– -$140K -3,000 Closed
CIAS
115
Capital Investment Advisory Services
North Carolina
– -$11.9K -257 Closed
VF
116
VitalStone Financial
Texas
– -$8K -168 Closed
GRP
117
Global Retirement Partners
California
– -$7.55K -163 Closed
USCWA
118
U.S. Capital Wealth Advisors
Texas
– -$3.89K -84 Closed
RIA
119
Realta Investment Advisors
Delaware
– -$3.66K -79 Closed
HWA
120
Heritage Wealth Advisors
Virginia
– -$1.85K -40 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
– -$46 -1 Closed
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.