iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
6 hedge funds and large institutions have $7.7M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more capital invested
Capital invested by funds: $7.69M → $7.7M (+$8.01K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.52% less ownership
Funds ownership: 91.85% → 88.33% (-3.5%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$203K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$113K |
| 3 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$65.1K |
| 4 |
AssetMark Inc
Concord,
California
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$627K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$41.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Covington Investment Advisors
Ligonier,
Pennsylvania
| $7.11M | +$65.1K | +2,685 | +0.9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $236K | -$41.6K | -1,713 | -15% |
|
|
3
Wells Fargo
San Francisco,
California
| $208K | +$203K | +8,364 | New |
|
|
LTI
4
Laffer Tengler Investments
Nashville,
Tennessee
| $116K | +$113K | +4,661 | New |
|
|
5
AssetMark Inc
Concord,
California
| $22K | +$21.4K | +884 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | -$24.1K | -993 | -91% |
|
|
7
Jane Street
New York
| – | -$627K | -26,212 | Closed |
|
IGBH Hedge Fund Activity: Q4 2016 in Review
6 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2016, worth a combined $7.7M — up 0.1% from $7.69M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IGBH positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $203K. The largest seller was Jane Street, exiting entirely with an estimated $627K sold.
- 6 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2016, up from 4 in Q3 2016.
- Funds reported $7.7M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2016, up 0.1% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2016 and 1 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2016 was Wells Fargo, an estimated $203K added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2016 was Jane Street, an estimated $627K sold.
Based on aggregated 13F filings for Q4 2016.