iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
38 hedge funds and large institutions have $53.2M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
19% more funds holding
Funds holding: 32 → 38 (+6)
1% more capital invested
Capital invested by funds: $52.5M → $53.2M (+$729K)
25.29% less ownership
Funds ownership: 76.2% → 50.91% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCG
Yeomans Consulting Group
Marietta,
Georgia
|
+$13.6M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$5.33M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.6M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$533K |
| 5 |
LPL Financial
San Diego,
California
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$5.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$981K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$254K |
IGBH Hedge Fund Activity: Q1 2024 in Review
38 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2024, worth a combined $53.2M — up 1.4% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IGBH positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Yeomans Consulting Group, opening a new position worth an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $16M.
- 38 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2024, up from 32 in Q4 2023.
- Funds reported $53.2M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2024, up 1.4% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +6 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2024 was Yeomans Consulting Group, an estimated $13.6M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2024.