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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

17 hedge funds and large institutions have $15.4M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more funds holding

Funds holding: 1217 (+5)

10% less capital invested

Capital invested by funds: $17.1M → $15.4M (-$1.71M)

16.68% less ownership

Funds ownership: 92.57%75.89% (-17%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
6
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

IGBH Hedge Fund Activity: Q1 2018 in Review

17 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2018, worth a combined $15.4M — down 10% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGBH positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Good Life Advisors, adding an estimated $3.14M. The largest seller was Virtu Financial, exiting entirely with an estimated $531K sold.

  • 17 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2018, up from 12 in Q4 2017.
  • Funds reported $15.4M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2018, down 10% quarter-over-quarter.
  • 6 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2018 and 1 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2018 was Good Life Advisors, an estimated $3.14M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2018 was Virtu Financial, an estimated $531K sold.

Based on aggregated 13F filings for Q1 2018.