iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
396 hedge funds and large institutions have $7.73B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 180 increasing their positions, 134 reducing their positions, and 29 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 134
33% more call options, than puts
Call options by funds: $422K | Put options by funds: $317K
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
18% more capital invested
Capital invested by funds: $6.55B → $7.73B (+$1.18B)
3.21% more ownership
Funds ownership: 124.13% → 127.34% (+3.2%)
3% more funds holding in top 10
Funds holding in top 10: 71 → 73 (+2)
2% more funds holding
Funds holding: 389 → 396 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$1.02B |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$88.2M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$43.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$42.8M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$68.4M |
| 2 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$44.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$39.1M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$24.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$22.3M |
IGSB Hedge Fund Activity: Q1 2014 in Review
396 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2014, worth a combined $7.73B — up 18% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IGSB positions and 29 closed out — a net gain of 8 holders — while 180 added to existing stakes and 134 trimmed.
The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $1.02B. The largest seller was Invesco, cutting an estimated $68.4M.
- 396 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2014, up from 389 in Q4 2013.
- Funds reported $7.73B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2014, up 18% quarter-over-quarter.
- 37 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2014 and 29 closed out, a net change of +8 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2014 was Windhaven Investment Management, an estimated $1.02B added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2014 was Invesco, an estimated $68.4M sold.
Based on aggregated 13F filings for Q1 2014.