iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
662 hedge funds and large institutions have $8.26B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 255 reducing their positions, and 72 closing their positions.
18% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 72
11% more funds holding in top 10
Funds holding in top 10: 76 → 84 (+8)
0% more funds holding
Funds holding: 659 → 662 (+3)
0.68% less ownership
Funds ownership: 69.21% → 68.53% (-0.68%)
4% less capital invested
Capital invested by funds: $8.63B → $8.26B (-$375M)
11% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 255
52% less call options, than puts
Call options by funds: $220K | Put options by funds: $456K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$365M |
| 2 |
BlackRock
New York
|
+$223M |
| 3 |
Millennium Management
New York
|
+$138M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$71M |
| 5 |
Jane Street
New York
|
+$61.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$470M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$249M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$56.1M |
| 4 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
-$51.2M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$41.4M |
IGSB Hedge Fund Activity: Q1 2020 in Review
662 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2020, worth a combined $8.26B — down 4.3% from $8.63B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IGSB positions and 72 closed out — a net gain of 13 holders — while 228 added to existing stakes and 255 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $365M. The largest seller was JP Morgan Chase, cutting an estimated $470M.
- 662 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2020, up from 659 in Q4 2019.
- Funds reported $8.26B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2020, down 4.3% quarter-over-quarter.
- 85 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 72 closed out, a net change of +13 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $365M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $470M sold.
Based on aggregated 13F filings for Q1 2020.