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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

49 hedge funds and large institutions have $763M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
6
Increased
28
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
+$13.8M
2
Bank of America
Bank of America
North Carolina
+$8.76M
3
WWM
WJ Wealth Management
Arizona
+$5.14M
4
SCM
Seascape Capital Management
New Hampshire
+$5.04M
5
Jane Street
Jane Street
New York
+$2.41M

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$538K
2
Osaic Holdings
Osaic Holdings
Arizona
-$434K
3
FFG
Ford Financial Group
California
-$167K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$154K
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$98K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$577K +$192K +7,638 +50%
DAS
27
Dynamic Advisor Solutions
Arizona
$474K -$25.1K -1,000 -5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$468K -$154K -6,113 -25%
WWM
29
Wolff Wiese Magana
California
$463K +$35.9K +1,430 +8%
Wells Fargo
30
Wells Fargo
California
$426K +$50.4K +2,004 +13%
TW
31
TrinityPoint Wealth
Connecticut
$370K +$88.8K +3,534 +32%
OWA
32
Outlook Wealth Advisors
Texas
$350K -$33K -1,313 -9%
AWM
33
AE Wealth Management
Kansas
$346K -$31.2K -1,243 -8%
Lido Advisors
34
Lido Advisors
California
$260K +$7.67K +306 +3%
SI
35
Stephens Inc
Arkansas
$251K +$251K +9,996 New
FA
36
FDx Advisors
Illinois
$242K -$56K -2,227 -19%
SW
37
SVB Wealth
Massachusetts
$225K +$25.7K +1,024 +13%
RG
38
Retirement Group
California
$166K +$326 +13 +0.2%
LTI
39
Laffer Tengler Investments
Tennessee
$111K +$41.4K +1,646 +59%
IFAM
40
Institutional & Family Asset Management
Colorado
$34K – – –
TAM
41
Tucker Asset Management
Colorado
$30.6K +$30.6K +1,213 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$30K +$25.3K +989 +532%
S
43
SignatureFD
Georgia
$18K -$123 -5 -0.7%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$13K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K – – –
TWA
46
TCI Wealth Advisors
Arizona
$7K +$7K +262 New
CFD
47
Creative Financial Designs
Indiana
$5K +$25 +1 +0.5%
GWM
48
Geneos Wealth Management
Colorado
$4K – – –
PA
49
Parallel Advisors
California
$1K – – –
SWA
50
Stratos Wealth Advisors
Ohio
– -$538K -21,199 Closed
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