iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
21 hedge funds and large institutions have $28.3M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
24% more funds holding
Funds holding: 17 → 21 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.46% less ownership
Funds ownership: 77.14% → 73.68% (-3.5%)
21% less capital invested
Capital invested by funds: $35.6M → $28.3M (-$7.31M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$4.65M |
| 2 |
Jane Street
New York
|
+$3.75M |
| 3 |
LPL Financial
San Diego,
California
|
+$548K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$446K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
-$10.3M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.72M |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
-$1.55M |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$306K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$223K |
IGBH Hedge Fund Activity: Q4 2018 in Review
21 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2018, worth a combined $28.3M — down 21% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IGBH positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was V Wealth Advisors, opening a new position worth an estimated $4.65M. The largest seller was Covington Investment Advisors, exiting entirely with an estimated $10.3M sold.
- 21 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2018, up from 17 in Q3 2018.
- Funds reported $28.3M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2018, down 21% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2018 and 2 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2018 was V Wealth Advisors, an estimated $4.65M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2018 was Covington Investment Advisors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2018.