iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
39 hedge funds and large institutions have $85.4M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.
51% more capital invested
Capital invested by funds: $56.5M → $85.4M (+$28.9M)
31.32% more ownership
Funds ownership: 68.07% → 99.39% (+31%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$23.2M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$3.67M |
| 3 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$1.21M |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$857K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.02M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$533K |
| 3 |
Morgan Stanley
New York
|
-$531K |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$438K |
| 5 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
-$408K |
IGBH Hedge Fund Activity: Q4 2022 in Review
39 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2022, worth a combined $85.4M — up 51% from $56.5M a quarter earlier.
Fund positioning in IGBH was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 11 added to existing stakes and 16 trimmed.
The largest buyer was Connectus Wealth, adding an estimated $23.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.02M sold.
- 39 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $85.4M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2022, up 51% quarter-over-quarter.
- 8 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of 0 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2022 was Connectus Wealth, an estimated $23.2M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2022.