iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
29 hedge funds and large institutions have $20M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.
12% less funds holding
Funds holding: 33 → 29 (-4)
24.79% less ownership
Funds ownership: 65.89% → 41.1% (-25%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
64% less capital invested
Capital invested by funds: $55.4M → $20M (-$35.4M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$305K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$256K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$224K |
| 4 |
Morgan Stanley
New York
|
+$108K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$63.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$29.2M |
| 2 |
SCA
Southern Capital Advisors
Jackson,
Tennessee
|
-$4.71M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.12M |
| 4 |
LPL Financial
San Diego,
California
|
-$715K |
| 5 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $3.8K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $1.12K | -$1.66K | -71 | -60% |
|
29
UBS Group
Zurich,
Switzerland
| $24 | -$26.7K | -1,145 | -100% |
|
|
SCA
30
Southern Capital Advisors
Jackson,
Tennessee
| – | -$4.71M | -201,643 | Closed |
|
|
WWM
31
Western Wealth Management
Golden,
Colorado
| – | -$1.12M | -47,755 | Closed |
|
|
LCGC
32
Legacy Capital Group California
Los Gatos,
California
| – | -$285K | -12,192 | Closed |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$110K | -4,693 | Closed |
|
|
BAM
34
Belpointe Asset Management
Reno,
Nevada
| – | -$59.5K | -2,544 | Closed |
|
|
BTI
35
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -61 | Closed |
|
IGBH Hedge Fund Activity: Q2 2023 in Review
29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2023, worth a combined $20M — down 64% from $55.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IGBH and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 8 added.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $305K. The largest seller was Connectus Wealth, cutting an estimated $29.2M.
- 29 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2023, down from 33 in Q1 2023.
- Funds reported $20M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2023, down 64% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of -4 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2023 was J.W. Cole Advisors, an estimated $305K added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2023 was Connectus Wealth, an estimated $29.2M sold.
Based on aggregated 13F filings for Q2 2023.