iShares AAA-A Rated Corporate Bond ETF
QLTA
102 hedge funds and large institutions have $282M invested in iShares AAA-A Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% less funds holding
Funds holding: 107 → 102 (-5)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
17.31% less ownership
Funds ownership: 55.56% → 38.25% (-17%)
46% less capital invested
Capital invested by funds: $518M → $282M (-$236M)
48% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$17M |
| 2 |
PWM
Pacific Wealth Management
San Diego,
California
|
+$14.5M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$7.58M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$4.57M |
| 5 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$166M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$49.4M |
| 3 |
Morgan Stanley
New York
|
-$14.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$10.1M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$8.45M |
QLTA Hedge Fund Activity: Q4 2022 in Review
102 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q4 2022, worth a combined $282M — down 46% from $518M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of QLTA and 15 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 22 added.
The largest buyer was Stratos Investment Management, opening a new position worth an estimated $17M. The largest seller was JP Morgan Chase, cutting an estimated $166M.
- 102 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q4 2022, down from 107 in Q3 2022.
- Funds reported $282M of iShares AAA-A Rated Corporate Bond ETF stock for Q4 2022, down 46% quarter-over-quarter.
- 15 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q4 2022 and 18 closed out, a net change of -3 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q4 2022 was Stratos Investment Management, an estimated $17M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q4 2022 was JP Morgan Chase, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2022.