iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
890 hedge funds and large institutions have $18B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 29 closing their positions.
403% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 29
64% more repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 236
30% more capital invested
Capital invested by funds: $13.9B → $18B (+$4.12B)
13% more funds holding
Funds holding: 788 → 890 (+102)
6% more funds holding in top 10
Funds holding in top 10: 108 → 115 (+7)
6.07% more ownership
Funds ownership: 71.07% → 77.14% (+6.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $778K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$755M |
| 2 |
Morgan Stanley
New York
|
+$136M |
| 3 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$105M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$90M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$107M |
| 2 |
BlackRock
New York
|
-$66.2M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$29.6M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$23.5M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$23.3M |
IGSB Hedge Fund Activity: Q4 2020 in Review
890 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2020, worth a combined $18B — up 30% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new IGSB positions and 29 closed out — a net gain of 117 holders — while 387 added to existing stakes and 236 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $755M. The largest seller was Truist Financial, cutting an estimated $107M.
- 890 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2020, up from 788 in Q3 2020.
- Funds reported $18B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 146 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 29 closed out, a net change of +117 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was Fidelity Investments, an estimated $755M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Truist Financial, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2020.