iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
20 hedge funds and large institutions have $43.7M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
5% more capital invested
Capital invested by funds: $41.5M → $43.7M (+$2.18M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.32% less ownership
Funds ownership: 79.99% → 78.67% (-1.3%)
5% less funds holding
Funds holding: 21 → 20 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$3.08M |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$260K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$253K |
| 4 |
Jane Street
New York
|
+$129K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$62.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$449K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$294K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$244K |
| 4 |
LPL Financial
San Diego,
California
|
-$181K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$157K |
IGBH Hedge Fund Activity: Q2 2019 in Review
20 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2019, worth a combined $43.7M — up 5.3% from $41.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IGBH and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was NorthCoast Asset Management, adding an estimated $3.08M. The largest seller was Citadel Advisors, cutting an estimated $449K.
- 20 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2019, down from 21 in Q1 2019.
- Funds reported $43.7M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2019, up 5.3% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2019 and 4 closed out, a net change of -1 holder.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2019 was NorthCoast Asset Management, an estimated $3.08M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2019 was Citadel Advisors, an estimated $449K sold.
Based on aggregated 13F filings for Q2 2019.