iShares AAA-A Rated Corporate Bond ETF
QLTA
114 hedge funds and large institutions have $711M invested in iShares AAA-A Rated Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 9 closing their positions.
333% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 9
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
106% more capital invested
Capital invested by funds: $346M → $711M (+$365M)
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
36% more funds holding
Funds holding: 84 → 114 (+30)
0.91% less ownership
Funds ownership: 55.25% → 54.34% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$94.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$44.2M |
| 3 |
Morgan Stanley
New York
|
+$38.8M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$38.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$39.4M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$9.21M |
| 3 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$1.06M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$651K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$573K |
QLTA Hedge Fund Activity: Q2 2020 in Review
114 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2020, worth a combined $711M — up 106% from $346M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new QLTA positions and 9 closed out — a net gain of 30 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Stifel Financial, adding an estimated $94.7M. The largest seller was AssetMark Inc, cutting an estimated $39.4M.
- 114 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2020, up from 84 in Q1 2020.
- Funds reported $711M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2020, up 106% quarter-over-quarter.
- 39 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2020 and 9 closed out, a net change of +30 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2020 was Stifel Financial, an estimated $94.7M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $39.4M sold.
Based on aggregated 13F filings for Q2 2020.