iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
49 hedge funds and large institutions have $763M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
5% more capital invested
Capital invested by funds: $723M → $763M (+$39.5M)
0.12% less ownership
Funds ownership: 95.06% → 94.94% (-0.12%)
6% less funds holding
Funds holding: 52 → 49 (-3)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$13.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.77M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$5.15M |
| 4 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
+$5.05M |
| 5 |
Jane Street
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$538K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$434K |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
-$167K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$154K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
51
Ford Financial Group
Fresno,
California
| – | -$167K | -6,607 | Closed |
|
|
CSPIA
52
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$98K | -3,880 | Closed |
|
|
MFT
53
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$12K | -462 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$9K | -370 | Closed |
|
|
SB
55
Strategic Blueprint
Atlanta,
Georgia
| – | -$8K | -303 | Closed |
|
56
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -147 | Closed |
|
IGBH Hedge Fund Activity: Q3 2021 in Review
49 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2021, worth a combined $763M — up 5.5% from $723M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IGBH and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 28 added.
The largest buyer was Richard Bernstein Advisors, adding an estimated $13.8M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $538K sold.
- 49 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2021, down from 52 in Q2 2021.
- Funds reported $763M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2021 and 8 closed out, a net change of -2 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2021 was Richard Bernstein Advisors, an estimated $13.8M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2021 was Stratos Wealth Advisors, an estimated $538K sold.
Based on aggregated 13F filings for Q3 2021.