iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
19 hedge funds and large institutions have $35.3M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12% more funds holding
Funds holding: 17 → 19 (+2)
2.6% less ownership
Funds ownership: 85.65% → 83.05% (-2.6%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
32% less capital invested
Capital invested by funds: $51.9M → $35.3M (-$16.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$4.05M |
| 2 |
AC
Avestar Capital
New York
|
+$835K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$700K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$440K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$49.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$8.16M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$4.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.98M |
| 4 |
Jane Street
New York
|
-$268K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$66.1K |
IGBH Hedge Fund Activity: Q1 2020 in Review
19 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2020, worth a combined $35.3M — down 32% from $51.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IGBH positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was NorthCoast Asset Management, adding an estimated $4.05M. The largest seller was Good Life Advisors, cutting an estimated $8.16M.
- 19 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2020, up from 17 in Q4 2019.
- Funds reported $35.3M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2020 and 2 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2020 was NorthCoast Asset Management, an estimated $4.05M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2020 was Good Life Advisors, an estimated $8.16M sold.
Based on aggregated 13F filings for Q1 2020.