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QLTB

ISHARES BAA BA RATED CORP BOND FUND
QLTB

Delisted

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

29 hedge funds and large institutions have $22.5M invested in ISHARES BAA BA RATED CORP BOND FUND in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

16% more funds holding

Funds holding: 2529 (+4)

1% more capital invested

Capital invested by funds: $22.2M → $22.5M (+$250K)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$3.93M -$515K -10,000 -12%
Bank of America
2
Bank of America
North Carolina
$3.51M +$178K +3,461 +5%
Jane Street
3
Jane Street
New York
$2.84M +$816K +15,836 +42%
UBS AM
4
UBS AM
Illinois
$1.62M
Morgan Stanley
5
Morgan Stanley
New York
$1.49M -$1.89M -36,704 -56%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.31M -$40K -777 -3%
VKH
7
Virtu KCG Holdings
New York
$1.28M +$619K +12,022 +98%
FIM
8
Freedom Investment Management
Connecticut
$907K -$166K -3,218 -16%
1IA
9
1834 Investment Advisors
Wisconsin
$886K -$5.92K -115 -0.7%
JG
10
Jefferies Group
New York
$784K +$765K +14,847 New
DIA
11
Dana Investment Advisors
Wisconsin
$711K +$61.6K +1,195 +10%
LPL Financial
12
LPL Financial
California
$478K -$249K -4,836 -35%
Barclays
13
Barclays
United Kingdom
$385K +$376K +7,290 New
RJA
14
Raymond James & Associates
Florida
$364K +$356K +6,905 New
Ameriprise
15
Ameriprise
Minnesota
$346K +$464 +9 +0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$345K -$51.5K -999 -13%
AI
17
Atria Investments
North Carolina
$307K +$78.7K +1,528 +36%
Wells Fargo
18
Wells Fargo
California
$252K -$811K -15,739 -77%
AG
19
Advisor Group
Arizona
$249K +$243K +4,724 New
ACM
20
Argentus Capital Management
Texas
$164K -$583K -11,318 -78%
UBS Group
21
UBS Group
Switzerland
$157K -$154K -2,985 -50%
IA
22
IFP Advisors
Florida
$30K +$29.1K +564 New
NC
23
NewSquare Capital
Pennsylvania
$22K -$940K -18,252 -98%
TRCT
24
Tower Research Capital (TRC)
New York
$21K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$21K +$3.04K +59 +18%

QLTB Hedge Fund Activity: Q2 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ISHARES BAA BA RATED CORP BOND FUND (QLTB) for Q2 2016, worth a combined $22.5M — up 1.1% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QLTB positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $816K. The largest seller was Morgan Stanley, cutting an estimated $1.89M.

  • 29 institutional investors held ISHARES BAA BA RATED CORP BOND FUND (QLTB) as of Q2 2016, up from 25 in Q1 2016.
  • Funds reported $22.5M of ISHARES BAA BA RATED CORP BOND FUND stock for Q2 2016, up 1.1% quarter-over-quarter.
  • 6 funds opened new ISHARES BAA BA RATED CORP BOND FUND positions in Q2 2016 and 2 closed out, a net change of +4 holders.
  • The largest ISHARES BAA BA RATED CORP BOND FUND buyer in Q2 2016 was Jane Street, an estimated $816K added.
  • The largest ISHARES BAA BA RATED CORP BOND FUND seller in Q2 2016 was Morgan Stanley, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2016.