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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

39 hedge funds and large institutions have $56.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.57% more ownership

Funds ownership: 65.5%68.07% (+2.6%)

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

18% less capital invested

Capital invested by funds: $68.8M → $56.5M (-$12.2M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
Connectus Wealth
Ohio
$10.6M -$13.5M -584,245 -55%
SCM
2
Seascape Capital Management
New Hampshire
$8.53M +$59.7K +2,585 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.21M +$442K +19,142 +9%
SCA
4
Southern Capital Advisors
Tennessee
$4.63M +$99.1K +4,292 +2%
Wells Fargo
5
Wells Fargo
California
$4.18M -$409K -17,716 -9%
Morgan Stanley
6
Morgan Stanley
New York
$3.31M +$866K +37,504 +34%
Stifel Financial
7
Stifel Financial
Missouri
$3.18M -$597K -25,843 -15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.76M +$2.84M +122,929 New
CFGS
9
Concourse Financial Group Securities
Alabama
$1.75M +$10.4K +450 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.62M +$606K +26,227 +57%
LPL Financial
11
LPL Financial
California
$1.51M -$133K -5,774 -8%
LTI
12
Laffer Tengler Investments
Tennessee
$1.26M -$13.1K -565 -1%
HWMA
13
Heritage Wealth Management (Arizona)
Arizona
$1.25M +$171K +7,419 +15%
WWM
14
Western Wealth Management
Colorado
$1.04M +$1.06M +46,071 New
Jane Street
15
Jane Street
New York
$1.02M -$1.06M -45,705 -50%
DWM
16
Destination Wealth Management
California
$656K +$161K +6,953 +31%
CAN
17
Cetera Advisor Networks
California
$533K -$3.88K -168 -0.7%
Citadel Advisors
18
Citadel Advisors
Florida
$451K +$464K +20,078 New
PA
19
Procyon Advisors
Connecticut
$438K -$176K -7,632 -28%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$377K +$19.8K +858 +5%
BCM
21
Brookstone Capital Management
Illinois
$360K -$19.1K -829 -5%
AWM
22
AE Wealth Management
Kansas
$307K -$7.18K -311 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$281K -$11.9K -515 -4%
OWA
24
Outlook Wealth Advisors
Texas
$267K -$7.18K -311 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$235K -$322K -13,941 -57%

IGBH Hedge Fund Activity: Q3 2022 in Review

39 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2022, worth a combined $56.5M — down 18% from $68.8M a quarter earlier.

Fund positioning in IGBH was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.84M. The largest seller was Connectus Wealth, cutting an estimated $13.5M.

  • 39 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $56.5M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 4 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.84M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2022 was Connectus Wealth, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.