iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
889 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 386 increasing their positions, 237 reducing their positions, and 29 closing their positions.
400% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 29
63% more repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 237
20% more capital invested
Capital invested by funds: $13.9B → $16.6B (+$2.74B)
13% more funds holding
Funds holding: 788 → 889 (+101)
6% more funds holding in top 10
Funds holding in top 10: 108 → 115 (+7)
6.06% more ownership
Funds ownership: 71.09% → 77.15% (+6.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $778K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$755M |
| 2 |
Morgan Stanley
New York
|
+$136M |
| 3 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$105M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$90M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$107M |
| 2 |
BlackRock
New York
|
-$66.2M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$29.6M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$23.5M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$23.3M |
IGSB Hedge Fund Activity: Q4 2020 in Review
889 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2020, worth a combined $16.6B — up 20% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new IGSB positions and 29 closed out — a net gain of 116 holders — while 386 added to existing stakes and 237 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $755M. The largest seller was Truist Financial, cutting an estimated $107M.
- 889 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2020, up from 788 in Q3 2020.
- Funds reported $16.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 145 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 29 closed out, a net change of +116 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was Fidelity Investments, an estimated $755M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Truist Financial, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2020.