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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

33 hedge funds and large institutions have $55.4M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$781K
2
Morgan Stanley
Morgan Stanley
New York
+$408K
3
SIS
Sound Income Strategies
Florida
+$259K
4
CW
Connectus Wealth
Ohio
+$201K
5
FFA
Farther Finance Advisors
California
+$98.8K

Top Sellers

1
SCM
Seascape Capital Management
New Hampshire
-$8.41M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.6M
3
Wells Fargo
Wells Fargo
California
-$4.24M
4
Stifel Financial
Stifel Financial
Missouri
-$2.33M
5
LTI
Laffer Tengler Investments
Tennessee
-$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$21.1K -$4.24M -181,118 -100%
RG
27
Retirement Group
California
$13K -$4.47K -191 -26%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$10.7K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$6.98K – – –
GWM
30
Geneos Wealth Management
Colorado
$3.74K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$2.76K -$70 -3 -2%
BTI
33
Blue Trust Inc
Georgia
$1K – – –
SCM
34
Seascape Capital Management
New Hampshire
– -$8.41M -362,148 Closed
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
– -$5.6M -241,323 Closed
LTI
36
Laffer Tengler Investments
Tennessee
– -$2.17M -93,416 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– -$1.79M -77,172 Closed
AWS
38
Atria Wealth Solutions
New York
– -$528K -22,733 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$373K -16,045 Closed
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
– -$288K -12,384 Closed
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