iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
578 hedge funds and large institutions have $6.92B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 220 reducing their positions, and 47 closing their positions.
45% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 47
2% more funds holding
Funds holding: 567 → 578 (+11)
2% more capital invested
Capital invested by funds: $6.79B → $6.92B (+$120M)
0.57% less ownership
Funds ownership: 69.89% → 69.32% (-0.57%)
8% less funds holding in top 10
Funds holding in top 10: 61 → 56 (-5)
12% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 220
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$244M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$47.7M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$39.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$201M |
| 2 |
AssetMark Inc
Concord,
California
|
-$140M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$74.7M |
| 4 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$28.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$28M |
IGSB Hedge Fund Activity: Q1 2019 in Review
578 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2019, worth a combined $6.92B — up 1.8% from $6.79B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IGSB positions and 47 closed out — a net gain of 21 holders — while 194 added to existing stakes and 220 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $244M. The largest seller was BlackRock, cutting an estimated $201M.
- 578 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2019, up from 567 in Q4 2018.
- Funds reported $6.92B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 1.8% quarter-over-quarter.
- 68 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 47 closed out, a net change of +21 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $244M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2019 was BlackRock, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2019.