iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
34 hedge funds and large institutions have $614M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 3 closing their positions.
2,085% more capital invested
Capital invested by funds: $28.1M → $614M (+$586M)
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
127% more funds holding
Funds holding: 15 → 34 (+19)
19.25% more ownership
Funds ownership: 80.56% → 99.81% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$410M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$123M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.15M |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$672K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $34K | +$33.2K | +1,376 | New |
|
|
CAAS
27
Capital Asset Advisory Services
Williamston,
Michigan
| $25K | +$24.2K | +1,000 | New |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $22K | +$21.1K | +873 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $14K | – | – | – |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | +$12.3K | +511 | New |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | +$7.1K | +294 | New |
|
|
FHA
32
First Horizon Advisors
Memphis,
Tennessee
| $6K | +$6.16K | +255 | New |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$24.2K | +1,000 | +625% |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
35
Jane Street
New York
| – | -$2.1M | -90,380 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$672K | -28,955 | Closed |
|
|
37
UBS Group
Zurich,
Switzerland
| – | -$45K | -1,933 | Closed |
|
IGBH Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2020, worth a combined $614M — up 2,085% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IGBH positions and 3 closed out — a net gain of 19 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $410M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.
- 34 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2020, up from 15 in Q3 2020.
- Funds reported $614M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2020, up 2,085% quarter-over-quarter.
- 22 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +19 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2020 was Bank of America, an estimated $410M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2020.