iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
25% more capital invested
Capital invested by funds: $6.01B → $7.49B (+$1.49B)
18% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 125
3% more funds holding
Funds holding: 343 → 355 (+12)
1.74% more ownership
Funds ownership: 118.65% → 120.4% (+1.7%)
3% less funds holding in top 10
Funds holding in top 10: 67 → 65 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$144M |
| 2 |
LPL Financial
San Diego,
California
|
+$130M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$91.9M |
| 4 |
Goldman Sachs
New York
|
+$42.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$95.3M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$55.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$41.3M |
| 4 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$31.5M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$28M |
IGSB Hedge Fund Activity: Q3 2013 in Review
355 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2013, worth a combined $7.49B — up 25% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IGSB positions and 21 closed out — a net gain of 15 holders — while 148 added to existing stakes and 125 trimmed.
The largest buyer was Northern Trust, adding an estimated $144M. The largest seller was Duff & Phelps Investment Management, cutting an estimated $95.3M.
- 355 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2013, up from 343 in Q2 2013.
- Funds reported $7.49B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 25% quarter-over-quarter.
- 36 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 21 closed out, a net change of +15 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Northern Trust, an estimated $144M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was Duff & Phelps Investment Management, an estimated $95.3M sold.
Based on aggregated 13F filings for Q3 2013.