iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
33 hedge funds and large institutions have $55.4M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
13.19% less ownership
Funds ownership: 79.08% → 65.89% (-13%)
15% less funds holding
Funds holding: 39 → 33 (-6)
35% less capital invested
Capital invested by funds: $85.4M → $55.4M (-$30M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$787K |
| 2 |
Morgan Stanley
New York
|
+$411K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$261K |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$203K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$99.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
-$8.41M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.27M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.35M |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$2.17M |
IGBH Hedge Fund Activity: Q1 2023 in Review
33 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2023, worth a combined $55.4M — down 35% from $85.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IGBH and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Jane Street, opening a new position worth an estimated $787K. The largest seller was Seascape Capital Management, exiting entirely with an estimated $8.41M sold.
- 33 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2023, down from 39 in Q4 2022.
- Funds reported $55.4M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2023, down 35% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2023 and 7 closed out, a net change of -5 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $787K added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2023 was Seascape Capital Management, an estimated $8.41M sold.
Based on aggregated 13F filings for Q1 2023.