iShares AAA-A Rated Corporate Bond ETF
QLTA
116 hedge funds and large institutions have $444M invested in iShares AAA-A Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 24
27% more capital invested
Capital invested by funds: $349M → $444M (+$94.7M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 105 → 116 (+11)
4.74% more ownership
Funds ownership: 41.63% → 46.37% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$66.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.55M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$5.41M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$3.47M |
| 5 |
Jane Street
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.75M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$1.53M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$1.33M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
QLTA Hedge Fund Activity: Q2 2023 in Review
116 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q2 2023, worth a combined $444M — up 27% from $349M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QLTA positions and 8 closed out — a net gain of 12 holders — while 48 added to existing stakes and 24 trimmed.
The largest buyer was Miracle Mile Advisors, adding an estimated $66.2M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $8M sold.
- 116 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q2 2023, up from 105 in Q1 2023.
- Funds reported $444M of iShares AAA-A Rated Corporate Bond ETF stock for Q2 2023, up 27% quarter-over-quarter.
- 20 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q2 2023 and 8 closed out, a net change of +12 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q2 2023 was Miracle Mile Advisors, an estimated $66.2M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $8M sold.
Based on aggregated 13F filings for Q2 2023.