iShares AAA-A Rated Corporate Bond ETF
QLTA
152 hedge funds and large institutions have $886M invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
76% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 34
54% more capital invested
Capital invested by funds: $577M → $886M (+$309M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more funds holding
Funds holding: 131 → 152 (+21)
8% more ownership
Funds ownership: 54.37% → 62.37% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$74.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$21.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$27.1M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$12.4M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.5M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$2.36M |
| 5 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$2.28M |
QLTA Hedge Fund Activity: Q3 2024 in Review
152 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q3 2024, worth a combined $886M — up 54% from $577M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new QLTA positions and 13 closed out — a net gain of 22 holders — while 60 added to existing stakes and 34 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was Madison Asset Management, cutting an estimated $27.1M.
- 152 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q3 2024, up from 131 in Q2 2024.
- Funds reported $886M of iShares AAA-A Rated Corporate Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
- 35 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of +22 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $74.7M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q3 2024 was Madison Asset Management, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2024.