iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
420 hedge funds and large institutions have $7.19B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 162 reducing their positions, and 37 closing their positions.
300% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $284K
73% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 37
12% more capital invested
Capital invested by funds: $6.41B → $7.19B (+$779M)
5% more funds holding
Funds holding: 401 → 420 (+19)
3% more ownership
Funds ownership: 122.53% → 125.53% (+3%)
2% less funds holding in top 10
Funds holding in top 10: 60 → 59 (-1)
19% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$46.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$44M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.8M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$26.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$94.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$38.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$33.3M |
| 4 |
Morgan Stanley
New York
|
-$27.9M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$24.6M |
IGSB Hedge Fund Activity: Q4 2014 in Review
420 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2014, worth a combined $7.19B — up 12% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IGSB positions and 37 closed out — a net gain of 27 holders — while 132 added to existing stakes and 162 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $46.1M. The largest seller was RiverFront Investment Group, cutting an estimated $94.4M.
- 420 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2014, up from 401 in Q3 2014.
- Funds reported $7.19B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
- 64 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2014 and 37 closed out, a net change of +27 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $46.1M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2014 was RiverFront Investment Group, an estimated $94.4M sold.
Based on aggregated 13F filings for Q4 2014.