We are live on ! Find out more
IGBH icon

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

34 hedge funds and large institutions have $614M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,085% more capital invested

Capital invested by funds: $28.1M → $614M (+$586M)

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

127% more funds holding

Funds holding: 1534 (+19)

19.25% more ownership

Funds ownership: 80.56%99.81% (+19%)

Holders
34
Holders Change
+19
Holders Change %
+126.67%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
8
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$423M +$410M +16,963,611 New
RBA
2
Richard Bernstein Advisors
New York
$127M +$123M +5,073,012 New
NAM
3
NorthCoast Asset Management
Connecticut
$23.6M +$1.36M +56,455 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18M +$17M +703,786 +4,042%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.36M +$6.15M +254,713 New
TCA
6
Transcend Capital Advisors
New Jersey
$5.45M +$5.28M +218,551 New
VWM
7
Venturi Wealth Management
Texas
$1.98M +$1.91M +79,190 New
Stifel Financial
8
Stifel Financial
Missouri
$1.74M +$331K +13,707 +24%
AC
9
Avestar Capital
New York
$1.35M +$71.5K +2,961 +6%
PP
10
Patron Partners
Texas
$661K +$640K +26,480 New
DWM
11
Destination Wealth Management
California
$556K
Osaic Holdings
12
Osaic Holdings
Arizona
$534K +$82.2K +3,400 +19%
WWM
13
Wolff Wiese Magana
California
$484K +$469K +19,406 New
Wells Fargo
14
Wells Fargo
California
$455K +$5.29K +219 +1%
LPL Financial
15
LPL Financial
California
$450K +$436K +18,031 New
NL
16
NWAM LLC
Washington
$398K +$385K +15,937 New
FA
17
FDx Advisors
Illinois
$331K +$321K +13,273 New
ICP
18
Interchange Capital Partners
Pennsylvania
$317K +$308K +12,740 New
SW
19
SVB Wealth
Massachusetts
$280K +$271K +11,221 New
Lido Advisors
20
Lido Advisors
California
$251K +$243K +10,066 New
M&T Bank
21
M&T Bank
New York
$219K +$212K +8,780 New
LTI
22
Laffer Tengler Investments
Tennessee
$203K
RG
23
Retirement Group
California
$163K +$435 +18 +0.3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$114K +$111K +4,579 New
IFAM
25
Institutional & Family Asset Management
Colorado
$34K +$32.5K +1,345 New

IGBH Hedge Fund Activity: Q4 2020 in Review

34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2020, worth a combined $614M — up 2,085% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGBH positions and 3 closed out — a net gain of 19 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $410M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.

  • 34 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2020, up from 15 in Q3 2020.
  • Funds reported $614M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2020, up 2,085% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +19 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2020 was Bank of America, an estimated $410M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.