iShares AAA-A Rated Corporate Bond ETF
QLTA
44 hedge funds and large institutions have $94.9M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $78.4M → $94.9M (+$16.5M)
6.16% more ownership
Funds ownership: 54.57% → 60.73% (+6.2%)
5% more funds holding
Funds holding: 42 → 44 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$10M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$3.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.34M |
| 5 |
CI
Conning Inc
Hartford,
Connecticut
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$789K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
| 4 |
VF
Virtu Financial
New York
|
-$333K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$259K |
QLTA Hedge Fund Activity: Q3 2018 in Review
44 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2018, worth a combined $94.9M — up 21% from $78.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QLTA positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Old National Bancorp, opening a new position worth an estimated $10M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.12M.
- 44 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $94.9M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 9 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2018 and 7 closed out, a net change of +2 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2018 was Old National Bancorp, an estimated $10M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2018.