iShares AAA-A Rated Corporate Bond ETF
QLTA
123 hedge funds and large institutions have $666M invested in iShares AAA-A Rated Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 17 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1% more funds holding
Funds holding: 122 → 123 (+1)
0.18% more ownership
Funds ownership: 48.65% → 48.83% (+0.18%)
2% less capital invested
Capital invested by funds: $681M → $666M (-$14.7M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$31.8M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.55M |
| 4 |
Jane Street
New York
|
+$7.85M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$6.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.87M |
| 4 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$5.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.88M |
QLTA Hedge Fund Activity: Q1 2021 in Review
123 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2021, worth a combined $666M — down 2.2% from $681M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new QLTA positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Charles Schwab, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $19.4M.
- 123 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2021, up from 122 in Q4 2020.
- Funds reported $666M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2021, down 2.2% quarter-over-quarter.
- 19 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +2 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $31.8M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2021 was Morgan Stanley, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2021.