iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
401 hedge funds and large institutions have $6.41B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 146 increasing their positions, 171 reducing their positions, and 21 closing their positions.
1.71% more ownership
Funds ownership: 120.82% → 122.53% (+1.7%)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
0% less funds holding
Funds holding: 403 → 401 (-2)
3% less capital invested
Capital invested by funds: $6.57B → $6.41B (-$166M)
3% less funds holding in top 10
Funds holding in top 10: 62 → 60 (-2)
15% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 171
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $600K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$110M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$38.2M |
| 3 |
TH
TCTC Holdings
Dallas,
Texas
|
+$21M |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$13.5M |
| 5 |
SC
SouthState Corp
Winter Haven,
Florida
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$62.7M |
| 2 |
SCM
Saba Capital Management
New York
|
-$49.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$36.6M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$32.6M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$31.2M |
IGSB Hedge Fund Activity: Q3 2014 in Review
401 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2014, worth a combined $6.41B — down 2.5% from $6.57B a quarter earlier.
Fund positioning in IGSB was balanced in Q3 2014: 21 funds opened new positions, 21 closed out, 146 added to existing stakes and 171 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $110M. The largest seller was Duff & Phelps Investment Management, cutting an estimated $62.7M.
- 401 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2014, down from 403 in Q2 2014.
- Funds reported $6.41B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2014, down 2.5% quarter-over-quarter.
- 21 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 21 closed out, a net change of 0 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Fidelity Investments, an estimated $110M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was Duff & Phelps Investment Management, an estimated $62.7M sold.
Based on aggregated 13F filings for Q3 2014.