iShares AAA-A Rated Corporate Bond ETF
QLTA
46 hedge funds and large institutions have $65.4M invested in iShares AAA-A Rated Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
5% more funds holding
Funds holding: 44 → 46 (+2)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
24.49% less ownership
Funds ownership: 60.73% → 36.25% (-24%)
31% less capital invested
Capital invested by funds: $94.9M → $65.4M (-$29.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$780K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$610K |
| 3 |
Jane Street
New York
|
+$554K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$500K |
| 5 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.2M |
| 2 |
Morgan Stanley
New York
|
-$2.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$628K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$346K |
QLTA Hedge Fund Activity: Q4 2018 in Review
46 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q4 2018, worth a combined $65.4M — down 31% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QLTA positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Barclays, opening a new position worth an estimated $780K. The largest seller was Bank of America, cutting an estimated $26.2M.
- 46 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q4 2018, up from 44 in Q3 2018.
- Funds reported $65.4M of iShares AAA-A Rated Corporate Bond ETF stock for Q4 2018, down 31% quarter-over-quarter.
- 9 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q4 2018 and 6 closed out, a net change of +3 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q4 2018 was Barclays, an estimated $780K added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q4 2018 was Bank of America, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2018.