iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
449 hedge funds and large institutions have $6.98B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 148 increasing their positions, 177 reducing their positions, and 38 closing their positions.
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
16% more funds holding in top 10
Funds holding in top 10: 62 → 72 (+10)
4% more funds holding
Funds holding: 432 → 449 (+17)
2.45% more ownership
Funds ownership: 135.11% → 137.56% (+2.5%)
1% more capital invested
Capital invested by funds: $6.89B → $6.98B (+$90.7M)
16% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$215M |
| 2 |
Goldman Sachs
New York
|
+$205M |
| 3 |
LPL Financial
San Diego,
California
|
+$92.5M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$55.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$260M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$245M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$86.6M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$69.8M |
| 5 |
AssetMark Inc
Concord,
California
|
-$50.9M |
IGSB Hedge Fund Activity: Q4 2015 in Review
449 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2015, worth a combined $6.98B — up 1.3% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IGSB positions and 38 closed out — a net gain of 23 holders — while 148 added to existing stakes and 177 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $215M. The largest seller was United Capital Financial Advisors, cutting an estimated $260M.
- 449 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2015, up from 432 in Q3 2015.
- Funds reported $6.98B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2015, up 1.3% quarter-over-quarter.
- 61 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2015 and 38 closed out, a net change of +23 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2015 was Fidelity Investments, an estimated $215M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $260M sold.
Based on aggregated 13F filings for Q4 2015.