iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
6 hedge funds and large institutions have $9.34M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
21% more capital invested
Capital invested by funds: $7.7M → $9.34M (+$1.65M)
4.77% more ownership
Funds ownership: 88.33% → 93.09% (+4.8%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$980K |
| 2 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$370K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$206K |
| 4 |
AssetMark Inc
Concord,
California
|
+$142K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$236K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Covington Investment Advisors
Ligonier,
Pennsylvania
| $7.54M | +$370K | +14,801 | +5% |
|
|
2
Jane Street
New York
| $983K | +$980K | +39,195 | New |
|
|
3
Wells Fargo
San Francisco,
California
| $334K | +$123K | +4,920 | +59% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $208K | +$206K | +8,233 | New |
|
|
5
AssetMark Inc
Concord,
California
| $164K | +$142K | +5,665 | +641% |
|
|
LTI
6
Laffer Tengler Investments
Nashville,
Tennessee
| $117K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$236K | -9,483 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$3K | -104 | Closed |
|
IGBH Hedge Fund Activity: Q1 2017 in Review
6 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2017, worth a combined $9.34M — up 21% from $7.7M a quarter earlier.
Fund positioning in IGBH was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $980K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $236K sold.
- 6 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $9.34M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2017, up 21% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2017 and 2 closed out, a net change of 0 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2017 was Jane Street, an estimated $980K added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2017 was Susquehanna International Group, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2017.