iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
24 hedge funds and large institutions have $32.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
64% more capital invested
Capital invested by funds: $20M → $32.9M (+$12.9M)
11.73% more ownership
Funds ownership: 41.1% → 52.83% (+12%)
17% less funds holding
Funds holding: 29 → 24 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
Jane Street
New York
|
+$1.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$252K |
| 4 |
LPL Financial
San Diego,
California
|
+$246K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$718K |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$414K |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$352K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$346K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| – | -$346K | -14,545 | Closed |
|
|
BCM
27
Brookstone Capital Management
Wheaton,
Illinois
| – | -$241K | -10,213 | Closed |
|
28
Rockefeller Capital Management
New York
| – | -$190K | -7,985 | Closed |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.8K | -160 | Closed |
|
IGBH Hedge Fund Activity: Q3 2023 in Review
24 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2023, worth a combined $32.9M — up 64% from $20M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IGBH and 0 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 11 added.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Susquehanna International Group, cutting an estimated $718K.
- 24 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2023, down from 29 in Q2 2023.
- Funds reported $32.9M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2023, up 64% quarter-over-quarter.
- 0 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2023 and 5 closed out, a net change of -5 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $12.6M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $718K sold.
Based on aggregated 13F filings for Q3 2023.