iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
9 hedge funds and large institutions have $9.79M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
5% more capital invested
Capital invested by funds: $9.34M → $9.79M (+$444K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16.66% less ownership
Funds ownership: 93.09% → 76.44% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$232K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$86.2K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$73.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$47.9K |
| 5 |
AssetMark Inc
Concord,
California
|
+$44.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$192K |
| 2 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
-$62.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Covington Investment Advisors
Ligonier,
Pennsylvania
| $7.63M | -$62.6K | -2,490 | -0.8% |
|
|
2
Jane Street
New York
| $808K | -$192K | -7,629 | -19% |
|
|
3
Wells Fargo
San Francisco,
California
| $428K | +$86.2K | +3,433 | +26% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $287K | +$73.5K | +2,926 | +36% |
|
|
5
LPL Financial
San Diego,
California
| $237K | +$232K | +9,249 | New |
|
|
6
AssetMark Inc
Concord,
California
| $213K | +$44.2K | +1,760 | +27% |
|
|
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $119K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $49K | +$47.9K | +1,908 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $16K | +$16.6K | +660 | New |
|
IGBH Hedge Fund Activity: Q2 2017 in Review
9 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2017, worth a combined $9.79M — up 4.8% from $9.34M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IGBH positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $232K. The largest seller was Jane Street, cutting an estimated $192K.
- 9 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2017, up from 6 in Q1 2017.
- Funds reported $9.79M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2017 was LPL Financial, an estimated $232K added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2017 was Jane Street, an estimated $192K sold.
Based on aggregated 13F filings for Q2 2017.