IGBH icon

iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
+$6.8M
2
PA
Procyon Advisors
Connecticut
+$5.65M
3
CFO
Collective Family Office
Pennsylvania
+$2.71M
4
CSPAM
Cary Street Partners Asset Management
Virginia
+$2.33M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.02M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.99M
2
WWM
WJ Wealth Management
Arizona
-$3.82M
3
LPL Financial
LPL Financial
California
-$2.88M
4
Bank of America
Bank of America
North Carolina
-$2.52M
5
NL
NWAM LLC
Washington
-$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Patron Partners
Texas
$805K -$69.8K -2,811 -8%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$735K +$15K +605 +2%
DWM
28
Destination Wealth Management
California
$725K – – –
CAN
29
Cetera Advisor Networks
California
$625K +$625K +25,153 New
Wells Fargo
30
Wells Fargo
California
$581K +$161K +6,472 +38%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$497K +$497K +20,000 New
WWM
32
Wolff Wiese Magana
California
$477K +$19.8K +800 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$472K -$98.4K -3,963 -17%
TW
34
TrinityPoint Wealth
Connecticut
$466K +$100K +4,048 +27%
SI
35
Stephens Inc
Arkansas
$429K +$181K +7,300 +73%
AWM
36
AE Wealth Management
Kansas
$344K +$1.32K +53 +0.4%
SW
37
SVB Wealth
Massachusetts
$335K +$113K +4,541 +51%
NL
38
NWAM LLC
Washington
$332K -$914K -36,768 -73%
OWA
39
Outlook Wealth Advisors
Texas
$326K -$19.4K -782 -6%
BAM
40
Belpointe Asset Management
Nevada
$253K +$253K +10,151 New
LTI
41
Laffer Tengler Investments
Tennessee
$124K +$14.3K +574 +13%
UBS Group
42
UBS Group
Switzerland
$44K +$44K +1,773 New
IFAM
43
Institutional & Family Asset Management
Colorado
$33K – – –
TAM
44
Tucker Asset Management
Colorado
$30.2K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$29K – – –
RG
46
Retirement Group
California
$28K -$136K -5,481 -83%
S
47
SignatureFD
Georgia
$18K – – –
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$15K +$15K +586 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$13K – – –
TCWM
50
Total Clarity Wealth Management
Illinois
$10K +$10K +400 New
1
2
3