iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
39 hedge funds and large institutions have $68.8M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 17 closing their positions.
25.59% more ownership
Funds ownership: 39.91% → 65.5% (+26%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
24% less funds holding
Funds holding: 51 → 39 (-12)
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
64% less capital invested
Capital invested by funds: $193M → $68.8M (-$124M)
71% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.05M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$1.83M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.21M |
| 4 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$1.13M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$52.3M |
| 2 |
Jane Street
New York
|
-$20.5M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$19.8M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$8.38M |
| 5 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$4.93M |
IGBH Hedge Fund Activity: Q2 2022 in Review
39 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2022, worth a combined $68.8M — down 64% from $193M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IGBH and 5 opened new positions — a net loss of 12 holders — while 19 trimmed existing stakes and 9 added.
The largest buyer was Wells Fargo, adding an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $52.3M.
- 39 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2022, down from 51 in Q1 2022.
- Funds reported $68.8M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2022, down 64% quarter-over-quarter.
- 5 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2022 and 17 closed out, a net change of -12 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $2.05M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2022 was Bank of America, an estimated $52.3M sold.
Based on aggregated 13F filings for Q2 2022.