iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
20 hedge funds and large institutions have $46.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $43.7M → $46.9M (+$3.2M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.45% less ownership
Funds ownership: 78.67% → 76.22% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$2.38M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$502K |
| 4 |
Jane Street
New York
|
+$427K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$261K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$254K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$69.5K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$48.6K |
IGBH Hedge Fund Activity: Q3 2019 in Review
20 of the 4,575 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2019, worth a combined $46.9M — up 7.3% from $43.7M a quarter earlier.
Fund positioning in IGBH was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was NorthCoast Asset Management, adding an estimated $2.38M. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $261K sold.
- 20 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $46.9M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2019 was NorthCoast Asset Management, an estimated $2.38M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2019 was Castle Rock Wealth Management, an estimated $261K sold.
Based on aggregated 13F filings for Q3 2019.