iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
52 hedge funds and large institutions have $723M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
49% more funds holding
Funds holding: 35 → 52 (+17)
6% more capital invested
Capital invested by funds: $683M → $723M (+$40.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.29% less ownership
Funds ownership: 97.35% → 95.06% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$18.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.3M |
| 3 |
Morgan Stanley
New York
|
+$1.7M |
| 4 |
Jane Street
New York
|
+$1.59M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$453K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$401K |
| 3 |
ICP
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
-$352K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$183K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$156K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $1K | +$1.44K | +57 | New |
|
|
ICP
52
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$352K | -13,800 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
IGBH Hedge Fund Activity: Q2 2021 in Review
52 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2021, worth a combined $723M — up 5.9% from $683M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IGBH positions and 1 closed out — a net gain of 17 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Richard Bernstein Advisors, adding an estimated $18.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $453K.
- 52 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2021, up from 35 in Q1 2021.
- Funds reported $723M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
- 18 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2021 and 1 closed out, a net change of +17 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2021 was Richard Bernstein Advisors, an estimated $18.1M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $453K sold.
Based on aggregated 13F filings for Q2 2021.