iShares AAA-A Rated Corporate Bond ETF
QLTA
62 hedge funds and large institutions have $175M invested in iShares AAA-A Rated Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
19% more capital invested
Capital invested by funds: $148M → $175M (+$27.6M)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1.51% less ownership
Funds ownership: 42.22% → 40.71% (-1.5%)
2% less funds holding
Funds holding: 63 → 62 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.46M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$6.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$3.46M |
| 5 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.33M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$2.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.22M |
| 4 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
-$601K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$453K |
QLTA Hedge Fund Activity: Q3 2019 in Review
62 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2019, worth a combined $175M — up 19% from $148M a quarter earlier.
Fund positioning in QLTA was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 14 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $6.46M. The largest seller was Citadel Advisors, cutting an estimated $2.33M.
- 62 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2019, down from 63 in Q2 2019.
- Funds reported $175M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2019, up 19% quarter-over-quarter.
- 7 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2019 and 7 closed out, a net change of 0 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2019 was Ameriprise, an estimated $6.46M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $2.33M sold.
Based on aggregated 13F filings for Q3 2019.