iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
945 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 292 increasing their positions, 376 reducing their positions, and 81 closing their positions.
69% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 81
4% more funds holding
Funds holding: 907 → 945 (+38)
1.24% more ownership
Funds ownership: 71.49% → 72.72% (+1.2%)
8% less capital invested
Capital invested by funds: $17.4B → $16B (-$1.39B)
9% less funds holding in top 10
Funds holding in top 10: 113 → 103 (-10)
22% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 376
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$218M |
| 2 |
AssetMark Inc
Concord,
California
|
+$183M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$175M |
| 4 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$90.3M |
| 5 |
Goldman Sachs
New York
|
+$86.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$653M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$395M |
| 3 |
LPL Financial
San Diego,
California
|
-$134M |
| 4 |
Morgan Stanley
New York
|
-$108M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$75.8M |
IGSB Hedge Fund Activity: Q4 2021 in Review
945 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2021, worth a combined $16B — down 8% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new IGSB positions and 81 closed out — a net gain of 56 holders — while 292 added to existing stakes and 376 trimmed.
The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $218M. The largest seller was Envestnet Asset Management, cutting an estimated $653M.
- 945 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2021, up from 907 in Q3 2021.
- Funds reported $16B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2021, down 8% quarter-over-quarter.
- 137 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 81 closed out, a net change of +56 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $218M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $653M sold.
Based on aggregated 13F filings for Q4 2021.