iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
613 hedge funds and large institutions have $8.15B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 187 reducing their positions, and 37 closing their positions.
78% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 37
42% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 187
5% more funds holding in top 10
Funds holding in top 10: 62 → 65 (+3)
4% more funds holding
Funds holding: 589 → 613 (+24)
3% more capital invested
Capital invested by funds: $7.88B → $8.15B (+$271M)
0.02% less ownership
Funds ownership: 66.62% → 66.59% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$82.5M |
| 2 |
Jane Street
New York
|
+$57.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$38.5M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$36.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$270M |
| 2 |
AssetMark Inc
Concord,
California
|
-$21.8M |
| 3 |
MM
Meridian Management
Little Rock,
Arkansas
|
-$20M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$19.8M |
| 5 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$14.2M |
IGSB Hedge Fund Activity: Q3 2019 in Review
613 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2019, worth a combined $8.15B — up 3.4% from $7.88B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IGSB positions and 37 closed out — a net gain of 29 holders — while 266 added to existing stakes and 187 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $82.5M. The largest seller was BlackRock, cutting an estimated $270M.
- 613 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2019, up from 589 in Q2 2019.
- Funds reported $8.15B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 3.4% quarter-over-quarter.
- 66 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 37 closed out, a net change of +29 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was EP Wealth Advisors, an estimated $82.5M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $270M sold.
Based on aggregated 13F filings for Q3 2019.