iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
420 hedge funds and large institutions have $6.71B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 172 reducing their positions, and 27 closing their positions.
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
3.63% more ownership
Funds ownership: 128.67% → 132.3% (+3.6%)
3% more funds holding in top 10
Funds holding in top 10: 58 → 60 (+2)
4% more capital invested
Capital invested by funds: $6.43B → $6.71B (+$280M)
0% more funds holding
Funds holding: 418 → 420 (+2)
19% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 172
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $327K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$114M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.7M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$34.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$66.7M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$41.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.2M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$23.4M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$15M |
IGSB Hedge Fund Activity: Q2 2015 in Review
420 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2015, worth a combined $6.71B — up 4.3% from $6.43B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IGSB positions and 27 closed out — a net gain of 9 holders — while 139 added to existing stakes and 172 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $114M. The largest seller was Northern Trust, cutting an estimated $66.7M.
- 420 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2015, up from 418 in Q1 2015.
- Funds reported $6.71B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2015, up 4.3% quarter-over-quarter.
- 36 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2015 and 27 closed out, a net change of +9 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2015 was United Capital Financial Advisors, an estimated $114M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2015 was Northern Trust, an estimated $66.7M sold.
Based on aggregated 13F filings for Q2 2015.