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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

19 hedge funds and large institutions have $40.2M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $35.3M → $40.2M (+$4.86M)

2.05% more ownership

Funds ownership: 83.05%85.11% (+2.1%)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
4
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change

IGBH Hedge Fund Activity: Q2 2020 in Review

19 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2020, worth a combined $40.2M — up 14% from $35.3M a quarter earlier.

Fund positioning in IGBH was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 9 trimmed.

The largest buyer was NorthCoast Asset Management, adding an estimated $1.24M. The largest seller was Stifel Financial, cutting an estimated $239K.

  • 19 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $40.2M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2020, up 14% quarter-over-quarter.
  • 1 fund opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2020 and 1 closed out, a net change of 0 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2020 was NorthCoast Asset Management, an estimated $1.24M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2020 was Stifel Financial, an estimated $239K sold.

Based on aggregated 13F filings for Q2 2020.