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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

15 hedge funds and large institutions have $28.1M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

4.55% less ownership

Funds ownership: 85.11%80.56% (-4.5%)

21% less funds holding

Funds holding: 1915 (-4)

30% less capital invested

Capital invested by funds: $40.2M → $28.1M (-$12.1M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
6
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change

IGBH Hedge Fund Activity: Q3 2020 in Review

15 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2020, worth a combined $28.1M — down 30% from $40.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IGBH and 1 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $627K. The largest seller was NorthCoast Asset Management, cutting an estimated $12.8M.

  • 15 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2020, down from 19 in Q2 2020.
  • Funds reported $28.1M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2020, down 30% quarter-over-quarter.
  • 1 fund opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2020 and 5 closed out, a net change of -4 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2020 was Jane Street, an estimated $627K added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2020 was NorthCoast Asset Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2020.