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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

17 hedge funds and large institutions have $51.9M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

11% more capital invested

Capital invested by funds: $46.9M → $51.9M (+$5.01M)

9.43% more ownership

Funds ownership: 76.22%85.65% (+9.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less funds holding

Funds holding: 2017 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
1
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
NorthCoast Asset Management
Connecticut
$30.7M +$2.99M +121,629 +11%
GLA
2
Good Life Advisors
Pennsylvania
$9.18M +$229K +9,295 +3%
VWA
3
V Wealth Advisors
Kansas
$4.3M
LPL Financial
4
LPL Financial
California
$2.81M +$258K +10,492 +10%
Stifel Financial
5
Stifel Financial
Missouri
$1.57M +$259K +10,533 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$937K -$91.5K -3,723 -9%
Wells Fargo
7
Wells Fargo
California
$677K -$7.18K -292 -1%
Jane Street
8
Jane Street
New York
$626K -$617K -25,081 -50%
DWM
9
Destination Wealth Management
California
$565K
LTI
10
Laffer Tengler Investments
Tennessee
$249K +$19.2K +779 +9%
RG
11
Retirement Group
California
$110K +$107K +4,358 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$60K
ASN
13
Advisory Services Network
Georgia
$25K +$5.16K +210 +27%
SPIA
14
Steward Partners Investment Advisory
New York
$24K
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$22K +$9.64K +392 +83%
GWM
16
Geneos Wealth Management
Colorado
$4K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$226K -9,367 Closed
AssetMark Inc
19
AssetMark Inc
California
-$154K -6,400 Closed
UBS Group
20
UBS Group
Switzerland
-$11K -439 Closed
SB
21
Strategic Blueprint
Georgia
-$7K -303 Closed

IGBH Hedge Fund Activity: Q4 2019 in Review

17 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2019, worth a combined $51.9M — up 11% from $46.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IGBH and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was NorthCoast Asset Management, adding an estimated $2.99M. The largest seller was Jane Street, cutting an estimated $617K.

  • 17 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2019, down from 20 in Q3 2019.
  • Funds reported $51.9M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 1 fund opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of -3 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2019 was NorthCoast Asset Management, an estimated $2.99M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $617K sold.

Based on aggregated 13F filings for Q4 2019.