iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
479 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 184 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
1% more funds holding
Funds holding: 474 → 479 (+5)
0% less capital invested
Capital invested by funds: $7.3B → $7.3B (-$5.13M)
2% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 184
2.33% less ownership
Funds ownership: 138.21% → 135.88% (-2.3%)
4% less funds holding in top 10
Funds holding in top 10: 73 → 70 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$51.7M |
| 2 |
Goldman Sachs
New York
|
+$43.1M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
+$34.2M |
| 4 |
T
Thomaspartners
Boston,
Massachusetts
|
+$25.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$57.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$55.3M |
| 3 |
AssetMark Inc
Concord,
California
|
-$31.4M |
| 4 |
HFA
High Falls Advisors
Rochester,
New York
|
-$20.8M |
| 5 |
Morgan Stanley
New York
|
-$20.5M |
IGSB Hedge Fund Activity: Q3 2016 in Review
479 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2016, worth a combined $7.3B — down 0.07% from $7.3B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IGSB positions and 24 closed out — a net gain of 10 holders — while 180 added to existing stakes and 184 trimmed.
The largest buyer was Bank of America, adding an estimated $51.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $57.1M.
- 479 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2016, up from 474 in Q2 2016.
- Funds reported $7.3B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2016, down 0.07% quarter-over-quarter.
- 34 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 24 closed out, a net change of +10 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Bank of America, an estimated $51.7M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2016 was Janney Montgomery Scott, an estimated $57.1M sold.
Based on aggregated 13F filings for Q3 2016.