iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
60 hedge funds and large institutions have $739M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
22% more funds holding
Funds holding: 49 → 60 (+11)
3% less capital invested
Capital invested by funds: $763M → $739M (-$24M)
4.35% less ownership
Funds ownership: 94.94% → 90.59% (-4.4%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$6.89M |
| 2 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$5.73M |
| 3 |
CFO
Collective Family Office
York,
Pennsylvania
|
+$2.74M |
| 4 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$2.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.98M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.87M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.56M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$926K |
IGBH Hedge Fund Activity: Q4 2021 in Review
60 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2021, worth a combined $739M — down 3.1% from $763M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IGBH positions and 7 closed out — a net gain of 12 holders — while 23 added to existing stakes and 10 trimmed.
The largest buyer was Richard Bernstein Advisors, adding an estimated $6.89M. The largest seller was Jane Street, exiting entirely with an estimated $3.98M sold.
- 60 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2021, up from 49 in Q3 2021.
- Funds reported $739M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2021, down 3.1% quarter-over-quarter.
- 19 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2021 and 7 closed out, a net change of +12 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2021 was Richard Bernstein Advisors, an estimated $6.89M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2021 was Jane Street, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2021.