iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
658 hedge funds and large institutions have $8.76B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 278 increasing their positions, 187 reducing their positions, and 43 closing their positions.
128% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 43
49% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 187
17% more funds holding in top 10
Funds holding in top 10: 65 → 76 (+11)
8% more capital invested
Capital invested by funds: $8.13B → $8.76B (+$629M)
8% more funds holding
Funds holding: 612 → 658 (+46)
5.48% more ownership
Funds ownership: 66.59% → 72.07% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$377M |
| 2 |
JP Morgan Chase
New York
|
+$118M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$44.6M |
| 4 |
BlackRock
New York
|
+$43.9M |
| 5 |
FI
Fosun International
Hong Kong,
China
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$128M |
| 2 |
Jane Street
New York
|
-$57.1M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$36.4M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.9M |
IGSB Hedge Fund Activity: Q4 2019 in Review
658 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2019, worth a combined $8.76B — up 7.7% from $8.13B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IGSB positions and 43 closed out — a net gain of 55 holders — while 278 added to existing stakes and 187 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $377M. The largest seller was Fidelity Investments, cutting an estimated $128M.
- 658 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2019, up from 612 in Q3 2019.
- Funds reported $8.76B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
- 98 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 43 closed out, a net change of +55 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $377M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2019 was Fidelity Investments, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2019.