iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
12 hedge funds and large institutions have $17.1M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
64% more capital invested
Capital invested by funds: $10.4M → $17.1M (+$6.69M)
25.04% more ownership
Funds ownership: 67.53% → 92.57% (+25%)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$5.4M |
| 2 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$1.21M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$82.7K |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$41.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$30.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$407K |
| 2 |
VF
Virtu Financial
New York
|
-$33.4K |
| 3 |
LPL Financial
San Diego,
California
|
-$19.8K |
| 4 |
AssetMark Inc
Concord,
California
|
-$6.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Covington Investment Advisors
Ligonier,
Pennsylvania
| $8.07M | +$1.21M | +46,375 | +18% |
|
|
GLA
2
Good Life Advisors
Reading,
Pennsylvania
| $5.49M | +$5.4M | +207,657 | New |
|
|
DWM
3
Destination Wealth Management
Walnut Creek,
California
| $1.64M | +$41.9K | +1,612 | +3% |
|
|
VF
4
Virtu Financial
New York
| $531K | -$33.4K | -1,285 | -6% |
|
|
5
Wells Fargo
San Francisco,
California
| $487K | +$30.3K | +1,165 | +7% |
|
|
6
Stifel Financial
St. Louis,
Missouri
| $445K | +$82.7K | +3,181 | +23% |
|
|
7
LPL Financial
San Diego,
California
| $227K | -$19.8K | -763 | -8% |
|
|
LTI
8
Laffer Tengler Investments
Nashville,
Tennessee
| $123K | – | – | – |
|
|
9
AssetMark Inc
Concord,
California
| $48K | -$6.35K | -244 | -12% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | +$21.4K | +822 | +100% |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
12
Morgan Stanley
New York
| $3K | +$3.33K | +128 | New |
|
|
13
Jane Street
New York
| – | -$407K | -15,823 | Closed |
|
IGBH Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2017, worth a combined $17.1M — up 64% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IGBH positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Good Life Advisors, opening a new position worth an estimated $5.4M. The largest seller was Jane Street, exiting entirely with an estimated $407K sold.
- 12 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $17.1M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2017, up 64% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2017 was Good Life Advisors, an estimated $5.4M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2017 was Jane Street, an estimated $407K sold.
Based on aggregated 13F filings for Q4 2017.