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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$781K
2
Morgan Stanley
Morgan Stanley
New York
+$408K
3
SIS
Sound Income Strategies
Florida
+$259K
4
CW
Connectus Wealth
Ohio
+$201K
5
FFA
Farther Finance Advisors
California
+$98.8K

Top Sellers

1
SCM
Seascape Capital Management
New Hampshire
-$8.41M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.6M
3
Wells Fargo
Wells Fargo
California
-$4.24M
4
Stifel Financial
Stifel Financial
Missouri
-$2.33M
5
LTI
Laffer Tengler Investments
Tennessee
-$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$34.9M +$201K +8,609 +0.6%
SCA
2
Southern Capital Advisors
Tennessee
$4.71M +$33.6K +1,437 +0.7%
SIS
3
Sound Income Strategies
Florida
$4.01M +$259K +11,068 +7%
Morgan Stanley
4
Morgan Stanley
New York
$3.32M +$408K +17,447 +14%
LPL Financial
5
LPL Financial
California
$1.46M -$41.5K -1,777 -3%
WWM
6
Western Wealth Management
Colorado
$1.12M +$45.1K +1,929 +4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$904K -$1.92M -82,340 -68%
Jane Street
8
Jane Street
New York
$781K +$781K +33,400 New
DWM
9
Destination Wealth Management
California
$688K +$2.85K +122 +0.4%
Stifel Financial
10
Stifel Financial
Missouri
$574K -$2.33M -99,797 -80%
Citadel Advisors
11
Citadel Advisors
Florida
$506K -$103K -4,391 -17%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$351K +$12.5K +533 +4%
FFA
13
Farther Finance Advisors
California
$330K +$98.8K +4,226 +43%
BCM
14
Brookstone Capital Management
Illinois
$289K -$32.7K -1,394 -10%
LCGC
15
Legacy Capital Group California
California
$285K +$285K +12,192 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$245K +$140 +6 +0.1%
Bank of America
17
Bank of America
North Carolina
$208K +$10.6K +453 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$185K -$147K -6,288 -44%
Osaic Holdings
19
Osaic Holdings
Arizona
$125K -$2M -85,434 -94%
ASN
20
Advisory Services Network
Georgia
$110K – – –
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$79K – – –
BAM
22
Belpointe Asset Management
Nevada
$59.5K -$6.45K -276 -10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$52.4K -$4.86K -208 -8%
TAM
24
Tucker Asset Management
Colorado
$28.3K – – –
UBS Group
25
UBS Group
Switzerland
$26.8K +$4K +171 +18%
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