iShares AAA-A Rated Corporate Bond ETF
QLTA
42 hedge funds and large institutions have $78.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $72.4M → $78.4M (+$6.01M)
8% more funds holding
Funds holding: 39 → 42 (+3)
3.07% more ownership
Funds ownership: 51.5% → 54.57% (+3.1%)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.1M |
| 2 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$668K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$289K |
| 4 |
LPL Financial
San Diego,
California
|
+$75K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$65.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$913K |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$700K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$655K |
QLTA Hedge Fund Activity: Q2 2018 in Review
42 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2018, worth a combined $78.4M — up 8.3% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QLTA positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $24.1M. The largest seller was Jane Street, cutting an estimated $12.2M.
- 42 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2018, up from 39 in Q1 2018.
- Funds reported $78.4M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2018, up 8.3% quarter-over-quarter.
- 6 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2018 and 3 closed out, a net change of +3 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2018 was Bank of America, an estimated $24.1M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2018 was Jane Street, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2018.