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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

39 hedge funds and large institutions have $56.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
2
WWM
Western Wealth Management
Colorado
+$1.04M
3
Morgan Stanley
Morgan Stanley
New York
+$842K
4
Osaic Holdings
Osaic Holdings
Arizona
+$589K
5
Citadel Advisors
Citadel Advisors
Florida
+$451K

Top Sellers

1
CW
Connectus Wealth
Ohio
-$13.1M
2
CFO
Collective Family Office
Pennsylvania
-$1.05M
3
Jane Street
Jane Street
New York
-$1.03M
4
Stifel Financial
Stifel Financial
Missouri
-$580K
5
Wells Fargo
Wells Fargo
California
-$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
Howard Wealth Management
Connecticut
$214K +$214K +9,550 New
Bank of America
27
Bank of America
North Carolina
$188K +$24.5K +1,092 +15%
BAM
28
Belpointe Asset Management
Nevada
$117K -$183K -8,132 -61%
UBS Group
29
UBS Group
Switzerland
$71K +$63.8K +2,864 +889%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$61K +$3.87K +172 +7%
TAM
31
Tucker Asset Management
Colorado
$27.3K – – –
RBA
32
Richard Bernstein Advisors
New York
$18K -$299 -14 -2%
RG
33
Retirement Group
California
$17K +$138 +6 +0.8%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$13K – – –
IA
35
IFP Advisors
Florida
$10K +$25 +1 +0.2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5K -$1.92K -83 -28%
GWM
37
Geneos Wealth Management
Colorado
$3K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$7 – – –
CFO
40
Collective Family Office
Pennsylvania
– -$1.05M -45,360 Closed
FFG
41
Ford Financial Group
California
– -$223K -9,703 Closed
BTI
42
Blue Trust Inc
Georgia
– -$70K -2,928 Closed
FMB
43
Field & Main Bank
Kentucky
– -$2K -99 Closed
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