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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

51 hedge funds and large institutions have $193M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 6051 (-9)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

50.68% less ownership

Funds ownership: 90.59%39.91% (-51%)

74% less capital invested

Capital invested by funds: $739M → $193M (-$546M)

Holders
51
Holders Change
-9
Holders Change %
-15%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
17
Reduced
20
Closed
16
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
$53.7M -$397M -16,429,828 -88%
CW
2
Connectus Wealth
Ohio
$27.7M +$26.9M +1,116,362 New
Jane Street
3
Jane Street
New York
$23.2M +$23.2M +960,852 New
RBA
4
Richard Bernstein Advisors
New York
$20.1M -$148M -6,145,202 -88%
SCM
5
Seascape Capital Management
New Hampshire
$9.22M +$3.55M +146,924 +62%
SI
6
Stephens Inc
Arkansas
$8.38M +$7.97M +330,292 +1,910%
PA
7
Procyon Advisors
Connecticut
$5.7M +$214K +8,873 +4%
SCA
8
Southern Capital Advisors
Tennessee
$4.78M +$2.19M +90,873 +85%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.89M -$19.2M -793,693 -83%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.79M +$2.34M +97,111 +161%
IAIM
11
Industrial Alliance Investment Management
Quebec, Canada
$3.62M +$3.62M +150,000 New
Stifel Financial
12
Stifel Financial
Missouri
$3.42M +$107K +4,439 +3%
Morgan Stanley
13
Morgan Stanley
New York
$2.83M +$442K +18,318 +18%
Wells Fargo
14
Wells Fargo
California
$2.81M +$2.25M +93,162 +398%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.79M +$450K +18,661 +19%
RH
16
RFG Holdings
Texas
$2.33M -$6.29M -260,392 -73%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.03M -$9.27M -384,054 -82%
AC
18
Avestar Capital
New York
$1.92M -$130K -5,401 -6%
LPL Financial
19
LPL Financial
California
$1.75M -$1.2M -49,675 -41%
CFO
20
Collective Family Office
Pennsylvania
$1.48M -$1.15M -47,530 -44%
Citadel Advisors
21
Citadel Advisors
Florida
$835K -$696K -28,819 -45%
TCA
22
Transcend Capital Advisors
New Jersey
$750K -$5.16M -213,868 -87%
DWM
23
Destination Wealth Management
California
$704K
CAN
24
Cetera Advisor Networks
California
$654K +$48K +1,989 +8%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$640K -$202K -8,354 -24%

IGBH Hedge Fund Activity: Q1 2022 in Review

51 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2022, worth a combined $193M — down 74% from $739M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IGBH and 8 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $26.9M. The largest seller was Bank of America, cutting an estimated $397M.

  • 51 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2022, down from 60 in Q4 2021.
  • Funds reported $193M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2022, down 74% quarter-over-quarter.
  • 8 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2022 and 16 closed out, a net change of -8 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2022 was Connectus Wealth, an estimated $26.9M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.