iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
417 hedge funds and large institutions have $6.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 184 reducing their positions, and 41 closing their positions.
3.13% more ownership
Funds ownership: 125.53% → 128.66% (+3.1%)
7% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 41
1% less funds holding
Funds holding: 420 → 417 (-3)
2% less funds holding in top 10
Funds holding in top 10: 59 → 58 (-1)
9% less capital invested
Capital invested by funds: $7.19B → $6.51B (-$677M)
31% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 184
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $264K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SR
Swiss Re
Zurich,
Switzerland
|
+$160M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$110M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$87.9M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$29.8M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$72.2M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$62.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$44.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$30.7M |
| 5 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$21.7M |
IGSB Hedge Fund Activity: Q1 2015 in Review
417 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2015, worth a combined $6.51B — down 9.4% from $7.19B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IGSB positions and 41 closed out — a net gain of 3 holders — while 127 added to existing stakes and 184 trimmed.
The largest buyer was Swiss Re, opening a new position worth an estimated $160M. The largest seller was Northern Trust, cutting an estimated $72.2M.
- 417 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2015, down from 420 in Q4 2014.
- Funds reported $6.51B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 9.4% quarter-over-quarter.
- 44 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 41 closed out, a net change of +3 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was Swiss Re, an estimated $160M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Northern Trust, an estimated $72.2M sold.
Based on aggregated 13F filings for Q1 2015.