iShares AAA-A Rated Corporate Bond ETF
QLTA
162 hedge funds and large institutions have $1.19B invested in iShares AAA-A Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
57% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 44
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
34% more capital invested
Capital invested by funds: $886M → $1.19B (+$303M)
11.06% more ownership
Funds ownership: 62.37% → 73.43% (+11%)
7% more funds holding
Funds holding: 152 → 162 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$115M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$39.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$14.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$36.5M |
| 2 |
PWM
Pacific Wealth Management
San Diego,
California
|
-$9.47M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.84M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.67M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.4M |
QLTA Hedge Fund Activity: Q4 2024 in Review
162 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares AAA-A Rated Corporate Bond ETF (QLTA) for Q4 2024, worth a combined $1.19B — up 34% from $886M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new QLTA positions and 13 closed out — a net gain of 15 holders — while 69 added to existing stakes and 44 trimmed.
The largest buyer was Annex Advisory Services, opening a new position worth an estimated $115M. The largest seller was Eastern Bank, cutting an estimated $36.5M.
- 162 institutional investors held iShares AAA-A Rated Corporate Bond ETF (QLTA) as of Q4 2024, up from 152 in Q3 2024.
- Funds reported $1.19B of iShares AAA-A Rated Corporate Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 28 funds opened new iShares AAA-A Rated Corporate Bond ETF positions in Q4 2024 and 13 closed out, a net change of +15 holders.
- The largest iShares AAA-A Rated Corporate Bond ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $115M added.
- The largest iShares AAA-A Rated Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $36.5M sold.
Based on aggregated 13F filings for Q4 2024.