iShares AAA-A Rated Corporate Bond ETF
QLTA
105 hedge funds and large institutions have $349M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
24% more capital invested
Capital invested by funds: $282M → $349M (+$67.1M)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
3.38% more ownership
Funds ownership: 38.25% → 41.63% (+3.4%)
3% more funds holding
Funds holding: 102 → 105 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$32.2M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$7.9M |
| 3 |
PWM
Pacific Wealth Management
San Diego,
California
|
+$7.23M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.72M |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
-$10.3M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$10M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 4 |
BIA
Bigelow Investment Advisors
Portland,
Maine
|
-$1.38M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.25M |
QLTA Hedge Fund Activity: Q1 2023 in Review
105 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2023, worth a combined $349M — up 24% from $282M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QLTA positions and 16 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $32.2M. The largest seller was Curi Wealth Management, cutting an estimated $10.3M.
- 105 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2023, up from 102 in Q4 2022.
- Funds reported $349M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 20 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +4 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2023 was Compass Ion Advisors, an estimated $32.2M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2023 was Curi Wealth Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2023.