iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.
146% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 26
144% more call options, than puts
Call options by funds: $1.16M | Put options by funds: $475K
13% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 127
9% more funds holding
Funds holding: 355 → 388 (+33)
9% more funds holding in top 10
Funds holding in top 10: 65 → 71 (+6)
3.72% more ownership
Funds ownership: 120.4% → 124.12% (+3.7%)
12% less capital invested
Capital invested by funds: $7.49B → $6.62B (-$869M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$216M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$101M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$71.7M |
| 4 |
Morgan Stanley
New York
|
+$61.2M |
| 5 |
Goldman Sachs
New York
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$61.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$57.6M |
| 3 |
IT
Investors Trust
Dallas,
Texas
|
-$36.9M |
| 4 |
EFM
Equinox Fund Management
Denver,
Colorado
|
-$30.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$29.5M |
IGSB Hedge Fund Activity: Q4 2013 in Review
388 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2013, worth a combined $6.62B — down 12% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IGSB positions and 26 closed out — a net gain of 38 holders — while 144 added to existing stakes and 127 trimmed.
The largest buyer was UBS, adding an estimated $216M. The largest seller was Edelman Financial Services, cutting an estimated $61.5M.
- 388 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2013, up from 355 in Q3 2013.
- Funds reported $6.62B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2013, down 12% quarter-over-quarter.
- 64 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2013 and 26 closed out, a net change of +38 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2013 was UBS, an estimated $216M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2013 was Edelman Financial Services, an estimated $61.5M sold.
Based on aggregated 13F filings for Q4 2013.