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QLTB

ISHARES BAA BA RATED CORP BOND FUND
QLTB

Delisted

QLTB was delisted on the 23rd of August, 2016.

25 hedge funds and large institutions have $22.2M invested in ISHARES BAA BA RATED CORP BOND FUND in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9% more funds holding

Funds holding: 2325 (+2)

3% more capital invested

Capital invested by funds: $21.5M → $22.2M (+$681K)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $39.1M

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
9
Closed
1
Calls
Puts
$39.1M
Net Calls
-$39.1M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$4.3M -$228K -4,671 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.31M -$1.14M -23,371 -26%
Bank of America
3
Bank of America
North Carolina
$3.21M +$822K +16,822 +36%
Jane Street
4
Jane Street
New York
$1.93M +$943K +19,301 +103%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.31M +$866K +17,735 +224%
Wells Fargo
6
Wells Fargo
California
$1.04M +$308K +6,300 +44%
FIM
7
Freedom Investment Management
Connecticut
$1.04M -$1.06M -21,762 -52%
NC
8
NewSquare Capital
Pennsylvania
$950K +$48.1K +985 +6%
1IA
9
1834 Investment Advisors
Wisconsin
$860K
ACM
10
Argentus Capital Management
Texas
$705K -$258K -5,283 -27%
LPL Financial
11
LPL Financial
California
$705K +$112K +2,300 +20%
VKH
12
Virtu KCG Holdings
New York
$626K -$1.32M -27,067 -69%
DIA
13
Dana Investment Advisors
Wisconsin
$625K +$571K +11,685 +1,970%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$383K -$240K -4,918 -40%
Ameriprise
15
Ameriprise
Minnesota
$333K +$320K +6,551 New
UBS Group
16
UBS Group
Switzerland
$304K +$243K +4,969 +497%
AIG
17
American International Group
New York
$239K -$208K -4,256 -48%
AI
18
Atria Investments
North Carolina
$219K +$210K +4,294 New
JP Morgan Chase
19
JP Morgan Chase
New York
$48K -$292K -5,985 -86%
TRCT
20
Tower Research Capital (TRC)
New York
$20K +$9.77K +200 +100%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$18K -$6.84K -140 -28%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.2K +332 New
MFS
23
MSI Financial Services
Massachusetts
$15K +$49 +1 +0.3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5K
SEI Investments
25
SEI Investments
Pennsylvania
-$1K -15 Closed

QLTB Hedge Fund Activity: Q1 2016 in Review

25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ISHARES BAA BA RATED CORP BOND FUND (QLTB) for Q1 2016, worth a combined $22.2M — up 3.2% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QLTB positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $943K. The largest seller was Virtu KCG Holdings, cutting an estimated $1.32M.

  • 25 institutional investors held ISHARES BAA BA RATED CORP BOND FUND (QLTB) as of Q1 2016, up from 23 in Q4 2015.
  • Funds reported $22.2M of ISHARES BAA BA RATED CORP BOND FUND stock for Q1 2016, up 3.2% quarter-over-quarter.
  • 3 funds opened new ISHARES BAA BA RATED CORP BOND FUND positions in Q1 2016 and 1 closed out, a net change of +2 holders.
  • The largest ISHARES BAA BA RATED CORP BOND FUND buyer in Q1 2016 was Jane Street, an estimated $943K added.
  • The largest ISHARES BAA BA RATED CORP BOND FUND seller in Q1 2016 was Virtu KCG Holdings, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2016.