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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
11
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
Connectus Wealth
Ohio
$34.5M
2
SIS
Sound Income Strategies
Florida
$3.73M
3
HWMA
Heritage Wealth Management (Arizona)
Arizona
$2.52M
4
LTI
Laffer Tengler Investments
Tennessee
$2.17M
5
AWS
Atria Wealth Solutions
New York
$528K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.89M
3
CAN
Cetera Advisor Networks
California
$0
4
PA
Procyon Advisors
Connecticut
$0
5
SCM
Seascape Capital Management
New Hampshire
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$34.5M +$23.5M +1,012,889 +214%
SCM
2
Seascape Capital Management
New Hampshire
$8.41M -$414K -17,829 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.6M +$217K +9,357 +4%
SCA
4
Southern Capital Advisors
Tennessee
$4.65M -$137K -5,917 -3%
Wells Fargo
5
Wells Fargo
California
$4.23M -$94.8K -4,084 -2%
SIS
6
Sound Income Strategies
Florida
$3.73M +$3.73M +160,458 New
Morgan Stanley
7
Morgan Stanley
New York
$2.89M -$538K -23,177 -16%
Stifel Financial
8
Stifel Financial
Missouri
$2.89M -$406K -17,485 -12%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.81M -$43.9K -1,889 -2%
HWMA
10
Heritage Wealth Management (Arizona)
Arizona
$2.52M +$1.23M +52,950 +95%
LTI
11
Laffer Tengler Investments
Tennessee
$2.17M +$869K +37,436 +67%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.11M +$433K +18,636 +26%
CFGS
13
Concourse Financial Group Securities
Alabama
$1.79M -$21.7K -936 -1%
LPL Financial
14
LPL Financial
California
$1.49M -$72.9K -3,139 -5%
WWM
15
Western Wealth Management
Colorado
$1.06M -$5.69K -245 -0.5%
DWM
16
Destination Wealth Management
California
$681K +$2.32K +100 +0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$604K +$138K +5,954 +30%
AWS
18
Atria Wealth Solutions
New York
$528K +$528K +22,733 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$373K +$81.6K +3,509 +28%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$337K +$337K +14,495 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$330K -$60.9K -2,618 -16%
BCM
22
Brookstone Capital Management
Illinois
$322K -$59.5K -2,537 -16%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$288K +$288K +12,384 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$243K +$231 +10 +0.1%
FFA
25
Farther Finance Advisors
California
$230K +$230K +9,905 New
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