iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
895 hedge funds and large institutions have $18.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 414 increasing their positions, 264 reducing their positions, and 67 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 264
21% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 67
9% more capital invested
Capital invested by funds: $16.6B → $18.2B (+$1.56B)
1.39% more ownership
Funds ownership: 77.15% → 78.53% (+1.4%)
1% more funds holding
Funds holding: 889 → 895 (+6)
4% less funds holding in top 10
Funds holding in top 10: 115 → 110 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$514M |
| 2 |
Goldman Sachs
New York
|
+$194M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$142M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$122M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$290M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$51.6M |
| 3 |
BlackRock
New York
|
-$49.4M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$32.9M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$29.6M |
IGSB Hedge Fund Activity: Q1 2021 in Review
895 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2021, worth a combined $18.2B — up 9.4% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IGSB positions and 67 closed out — a net gain of 14 holders — while 414 added to existing stakes and 264 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $514M. The largest seller was EP Wealth Advisors, cutting an estimated $290M.
- 895 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2021, up from 889 in Q4 2020.
- Funds reported $18.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
- 81 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 67 closed out, a net change of +14 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $514M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2021 was EP Wealth Advisors, an estimated $290M sold.
Based on aggregated 13F filings for Q1 2021.