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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

17 hedge funds and large institutions have $35.6M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

29% more capital invested

Capital invested by funds: $27.6M → $35.6M (+$7.94M)

2.81% more ownership

Funds ownership: 74.33%77.14% (+2.8%)

0% more funds holding

Funds holding: 1717 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change

IGBH Hedge Fund Activity: Q3 2018 in Review

17 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2018, worth a combined $35.6M — up 29% from $27.6M a quarter earlier.

Fund positioning in IGBH was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was NorthCoast Asset Management, opening a new position worth an estimated $6.62M. The largest seller was Covington Investment Advisors, cutting an estimated $679K.

  • 17 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $35.6M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2018, up 29% quarter-over-quarter.
  • 2 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2018 and 2 closed out, a net change of 0 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2018 was NorthCoast Asset Management, an estimated $6.62M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2018 was Covington Investment Advisors, an estimated $679K sold.

Based on aggregated 13F filings for Q3 2018.