iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
404 hedge funds and large institutions have $6.47B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
2% more funds holding
Funds holding: 396 → 404 (+8)
6.51% less ownership
Funds ownership: 127.34% → 120.83% (-6.5%)
15% less funds holding in top 10
Funds holding in top 10: 73 → 62 (-11)
15% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 170
16% less capital invested
Capital invested by funds: $7.73B → $6.47B (-$1.26B)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $729K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.4M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$86.6M |
| 3 |
SCM
Saba Capital Management
New York
|
+$74M |
| 4 |
BlackRock
New York
|
+$36.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$1.02B |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$242M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$74.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$54M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$46.2M |
IGSB Hedge Fund Activity: Q2 2014 in Review
404 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2014, worth a combined $6.47B — down 16% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IGSB positions and 22 closed out — a net gain of 12 holders — while 144 added to existing stakes and 170 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $90.4M. The largest seller was Windhaven Investment Management, cutting an estimated $1.02B.
- 404 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2014, up from 396 in Q1 2014.
- Funds reported $6.47B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2014, down 16% quarter-over-quarter.
- 34 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 22 closed out, a net change of +12 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Fidelity Investments, an estimated $90.4M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Windhaven Investment Management, an estimated $1.02B sold.
Based on aggregated 13F filings for Q2 2014.