iShares AAA-A Rated Corporate Bond ETF
QLTA
126 hedge funds and large institutions have $532M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 13 closing their positions.
1.85% more ownership
Funds ownership: 48.33% → 50.18% (+1.9%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% more capital invested
Capital invested by funds: $520M → $532M (+$11.8M)
0% more funds holding
Funds holding: 126 → 126 (0)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$37.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$18M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$12.9M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$9.3M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$26.8M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$22M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.1M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.19M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.19M |
QLTA Hedge Fund Activity: Q1 2024 in Review
126 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q1 2024, worth a combined $532M — up 2.3% from $520M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new QLTA positions and 13 closed out — a net gain of 1 holder — while 41 added to existing stakes and 43 trimmed.
The largest buyer was Eastern Bank, opening a new position worth an estimated $37.5M. The largest seller was Wells Fargo, cutting an estimated $26.8M.
- 126 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $532M of iShares AAA-A Rated Corporate Bond ETF stock for Q1 2024, up 2.3% quarter-over-quarter.
- 14 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q1 2024 and 13 closed out, a net change of +1 holder.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q1 2024 was Eastern Bank, an estimated $37.5M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $26.8M sold.
Based on aggregated 13F filings for Q1 2024.