iShares AAA-A Rated Corporate Bond ETF
QLTA
39 hedge funds and large institutions have $72.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
49% more capital invested
Capital invested by funds: $48.6M → $72.4M (+$23.8M)
12.69% more ownership
Funds ownership: 38.81% → 51.5% (+13%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
7% less funds holding
Funds holding: 42 → 39 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$32.9M |
| 2 |
Jane Street
New York
|
+$10.4M |
| 3 |
VF
Virtu Financial
New York
|
+$560K |
| 4 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$458K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$365K |
Top Sellers
QLTA Hedge Fund Activity: Q1 2018 in Review
39 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2018, worth a combined $72.4M — up 49% from $48.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QLTA and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was United Capital Financial Advisors, cutting an estimated $13M.
- 39 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2018, down from 42 in Q4 2017.
- Funds reported $72.4M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2018, up 49% quarter-over-quarter.
- 2 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2018 and 5 closed out, a net change of -3 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2018 was Morgan Stanley, an estimated $32.9M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2018 was United Capital Financial Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2018.