iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
36 hedge funds and large institutions have $40.6M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
10% less funds holding
Funds holding: 40 → 36 (-4)
21.6% less ownership
Funds ownership: 66.19% → 44.59% (-22%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
64% less capital invested
Capital invested by funds: $113M → $40.6M (-$72.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.31M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$366K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$267K |
| 4 |
JP Morgan Chase
New York
|
+$206K |
| 5 |
LPL Financial
San Diego,
California
|
+$56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$45.3M |
| 2 |
YCG
Yeomans Consulting Group
Marietta,
Georgia
|
-$13.8M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$6.44M |
| 4 |
Morgan Stanley
New York
|
-$4.11M |
| 5 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$3.04M |
IGBH Hedge Fund Activity: Q3 2024 in Review
36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2024, worth a combined $40.6M — down 64% from $113M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IGBH and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.31M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $45.3M sold.
- 36 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2024, down from 40 in Q2 2024.
- Funds reported $40.6M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2024, down 64% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of -4 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.31M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2024 was Mainstay Capital Management, an estimated $45.3M sold.
Based on aggregated 13F filings for Q3 2024.