iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
12% more capital invested
Capital invested by funds: $6.68B → $7.51B (+$826M)
3% more funds holding in top 10
Funds holding in top 10: 60 → 62 (+2)
3.26% more ownership
Funds ownership: 131.83% → 135.09% (+3.3%)
3% more funds holding
Funds holding: 418 → 430 (+12)
35% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 191
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $210K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$92.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$79.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71M |
| 4 |
AssetMark Inc
Concord,
California
|
+$65.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$60.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.3M |
| 3 |
Morgan Stanley
New York
|
-$43.7M |
| 4 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$21.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$21M |
IGSB Hedge Fund Activity: Q3 2015 in Review
430 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2015, worth a combined $7.51B — up 12% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IGSB positions and 33 closed out — a net gain of 16 holders — while 125 added to existing stakes and 191 trimmed.
The largest buyer was Duff & Phelps Investment Management, adding an estimated $92.7M. The largest seller was BlackRock, cutting an estimated $60.8M.
- 430 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2015, up from 418 in Q2 2015.
- Funds reported $7.51B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 12% quarter-over-quarter.
- 49 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 33 closed out, a net change of +16 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Duff & Phelps Investment Management, an estimated $92.7M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was BlackRock, an estimated $60.8M sold.
Based on aggregated 13F filings for Q3 2015.