iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
568 hedge funds and large institutions have $6.81B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 242 reducing their positions, and 43 closing their positions.
84% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 43
11% more funds holding in top 10
Funds holding in top 10: 55 → 61 (+6)
6% more funds holding
Funds holding: 535 → 568 (+33)
0.02% less ownership
Funds ownership: 69.92% → 69.9% (-0.02%)
10% less capital invested
Capital invested by funds: $7.57B → $6.81B (-$764M)
37% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$89.5M |
| 2 |
Goldman Sachs
New York
|
+$47.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.8M |
| 4 |
FG
Fiduciary Group
Savannah,
Georgia
|
+$22.6M |
| 5 |
TH
TCTC Holdings
Dallas,
Texas
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$54M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
-$47.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$41.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$29.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$16.9M |
IGSB Hedge Fund Activity: Q4 2018 in Review
568 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2018, worth a combined $6.81B — down 10% from $7.57B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IGSB positions and 43 closed out — a net gain of 36 holders — while 153 added to existing stakes and 242 trimmed.
The largest buyer was Northern Trust, adding an estimated $89.5M. The largest seller was BlackRock, cutting an estimated $54M.
- 568 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2018, up from 535 in Q3 2018.
- Funds reported $6.81B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2018, down 10% quarter-over-quarter.
- 79 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2018 and 43 closed out, a net change of +36 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2018 was Northern Trust, an estimated $89.5M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2018 was BlackRock, an estimated $54M sold.
Based on aggregated 13F filings for Q4 2018.