iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
35 hedge funds and large institutions have $683M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 5 closing their positions.
567% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 3
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $614M → $683M (+$68.8M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 99.81% → 97.35% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.2M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$9.42M |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$5.68M |
| 4 |
RH
RFG Holdings
Argyle,
Texas
|
+$5.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$280K |
| 2 |
M&T Bank
Buffalo,
New York
|
-$219K |
| 3 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$60.4K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$25K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$14K |
IGBH Hedge Fund Activity: Q1 2021 in Review
35 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2021, worth a combined $683M — up 11% from $614M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IGBH positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was SVB Wealth, exiting entirely with an estimated $280K sold.
- 35 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2021, up from 34 in Q4 2020.
- Funds reported $683M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $20.2M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2021 was SVB Wealth, an estimated $280K sold.
Based on aggregated 13F filings for Q1 2021.