iShares AAA-A Rated Corporate Bond ETF
QLTA
110 hedge funds and large institutions have $643M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 11 closing their positions.
37% more capital invested
Capital invested by funds: $468M → $643M (+$175M)
9.8% more ownership
Funds ownership: 39.82% → 49.62% (+9.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 115 → 110 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
43% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$250M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$9.99M |
| 3 |
Jane Street
New York
|
+$6.89M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.31M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.97M |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$5.37M |
| 4 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$4.24M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.22M |
QLTA Hedge Fund Activity: Q1 2022 in Review
110 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2022, worth a combined $643M — up 37% from $468M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of QLTA and 8 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 25 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $250M. The largest seller was Morgan Stanley, cutting an estimated $7.31M.
- 110 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2022, down from 115 in Q4 2021.
- Funds reported $643M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2022, up 37% quarter-over-quarter.
- 8 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2022 and 11 closed out, a net change of -3 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $250M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $7.31M sold.
Based on aggregated 13F filings for Q1 2022.