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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

51 hedge funds and large institutions have $193M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 6051 (-9)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

50.68% less ownership

Funds ownership: 90.59%39.91% (-51%)

74% less capital invested

Capital invested by funds: $739M → $193M (-$546M)

Holders
51
Holders Change
-9
Holders Change %
-15%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
17
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F4L
26
Fortune 45 LLC
Louisiana
$524K -$329K -13,633 -39%
MML Investors Services
27
MML Investors Services
Massachusetts
$371K -$87.1K -3,606 -19%
AWM
28
AE Wealth Management
Kansas
$357K +$23.3K +967 +7%
LTI
29
Laffer Tengler Investments
Tennessee
$355K +$235K +9,730 +195%
BAM
30
Belpointe Asset Management
Nevada
$338K +$93K +3,852 +38%
OWA
31
Outlook Wealth Advisors
Texas
$314K -$1.91K -79 -0.6%
HWM
32
Howard Wealth Management
Connecticut
$252K +$253K +10,475 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$247K +$247K +10,225 New
FFG
34
Ford Financial Group
California
$232K +$97 +4 +0%
CSPAM
35
Cary Street Partners Asset Management
Virginia
$206K -$2.06M -85,217 -91%
Osaic Holdings
36
Osaic Holdings
Arizona
$87K -$1.11M -45,971 -93%
UBS Group
37
UBS Group
Switzerland
$59K +$15.7K +649 +37%
UB
38
UMB Bank
Missouri
$55K +$55.1K +2,281 New
WWM
39
Wolff Wiese Magana
California
$52K -$412K -17,067 -89%
TAM
40
Tucker Asset Management
Colorado
$29.2K
RG
41
Retirement Group
California
$27K +$72 +3 +0.3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$14K
IA
43
IFP Advisors
Florida
$10K +$9.71K +402 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$9K +$8.55K +354 +8,850%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7K
IFAM
46
Institutional & Family Asset Management
Colorado
$4K -$28.7K -1,190 -88%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
48
Geneos Wealth Management
Colorado
$3K
WWP
49
WR Wealth Planners
Missouri
$1.18K +$1.18K +49 New
S
50
SignatureFD
Georgia
$1K -$17K -703 -96%

IGBH Hedge Fund Activity: Q1 2022 in Review

51 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2022, worth a combined $193M — down 74% from $739M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IGBH and 8 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $26.9M. The largest seller was Bank of America, cutting an estimated $397M.

  • 51 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2022, down from 60 in Q4 2021.
  • Funds reported $193M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2022, down 74% quarter-over-quarter.
  • 8 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2022 and 16 closed out, a net change of -8 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2022 was Connectus Wealth, an estimated $26.9M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.