iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
36 hedge funds and large institutions have $42.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $40.6M → $42.9M (+$2.33M)
1.84% more ownership
Funds ownership: 44.59% → 46.43% (+1.8%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding
Funds holding: 36 → 36 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$898K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$710K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$368K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
| 3 |
YCG
Yeomans Consulting Group
Marietta,
Georgia
|
-$2.01M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$387K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$60.5K |
IGBH Hedge Fund Activity: Q4 2024 in Review
36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2024, worth a combined $42.9M — up 5.7% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IGBH positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.49M. The largest seller was Morgan Stanley, cutting an estimated $4M.
- 36 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $42.9M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
- 5 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $4.49M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2024.