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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

32 hedge funds and large institutions have $52.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

59% more capital invested

Capital invested by funds: $32.9M → $52.5M (+$19.6M)

33% more funds holding

Funds holding: 2432 (+8)

23.37% more ownership

Funds ownership: 52.83%76.2% (+23%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.6M +$16.2M +672,815 +100%
CW
2
Connectus Wealth
Ohio
$5.21M -$323K -13,429 -6%
SIS
3
Sound Income Strategies
Florida
$4.79M +$186K +7,725 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.51M +$2.23M +92,638 +820%
Bank of America
5
Bank of America
North Carolina
$1.23M +$1M +41,630 +452%
LPL Financial
6
LPL Financial
California
$1.09M +$66.9K +2,785 +7%
Jane Street
7
Jane Street
New York
$1.04M -$1.09M -45,418 -51%
DWM
8
Destination Wealth Management
California
$722K +$3.58K +149 +0.5%
Stifel Financial
9
Stifel Financial
Missouri
$379K -$180K -7,507 -32%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$377K +$6.9K +287 +2%
AAS
11
Ameritas Advisory Services
Nebraska
$363K +$361K +15,019 New
Osaic Holdings
12
Osaic Holdings
Arizona
$333K +$17.5K +727 +6%
JWCA
13
J.W. Cole Advisors
Florida
$315K
OIA
14
OneDigital Investment Advisors
Kansas
$311K +$309K +12,848 New
FPAS
15
Focus Partners Advisor Solutions
Missouri
$257K +$255K +10,620 New
Citadel Advisors
16
Citadel Advisors
Florida
$254K -$149K -6,195 -37%
KWM
17
Kingsview Wealth Management
Oregon
$238K +$237K +9,858 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$135K
ASN
19
Advisory Services Network
Georgia
$113K +$113K +4,693 New
PS
20
Principal Securities
Iowa
$66.7K +$66.3K +2,761 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$50K
HI
22
Harbour Investments
Wisconsin
$49.5K +$49.3K +2,050 New
TAM
23
Tucker Asset Management
Colorado
$29.3K
RFG
24
REAP Financial Group
Texas
$23K +$22.9K +952 New
UBS Group
25
UBS Group
Switzerland
$19K -$69.4K -2,888 -79%

IGBH Hedge Fund Activity: Q4 2023 in Review

32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2023, worth a combined $52.5M — up 59% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGBH positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was Jane Street, cutting an estimated $1.09M.

  • 32 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $52.5M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2023, up 59% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +8 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.2M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.