iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
32 hedge funds and large institutions have $52.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
59% more capital invested
Capital invested by funds: $32.9M → $52.5M (+$19.6M)
33% more funds holding
Funds holding: 24 → 32 (+8)
23.37% more ownership
Funds ownership: 52.83% → 76.2% (+23%)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$361K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.09M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$323K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$180K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$149K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$80.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
26
Retirement Group
San Diego,
California
| $14.2K | -$11.7K | -488 | -45% |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $8.17K | -$1.01K | -42 | -11% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $7.17K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $1.75K | -$96 | -4 | -5% |
|
|
BTI
31
Blue Trust Inc
Alpharetta,
Georgia
| $1K | +$793 | +33 | New |
|
32
Wells Fargo
San Francisco,
California
| $39 | +$24 | +1 | +100% |
|
|
CSPIA
33
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$80.9K | -3,380 | Closed |
|
IGBH Hedge Fund Activity: Q4 2023 in Review
32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2023, worth a combined $52.5M — up 59% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IGBH positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was Jane Street, cutting an estimated $1.09M.
- 32 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2023, up from 24 in Q3 2023.
- Funds reported $52.5M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2023, up 59% quarter-over-quarter.
- 9 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +8 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.2M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2023.