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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Overview Fund Activity

38 hedge funds and large institutions have $53.2M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
12
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCG
Yeomans Consulting Group
Georgia
+$13.7M
2
MCM
Mainstay Capital Management
Michigan
+$5.37M
3
GAG
Goodman Advisory Group
Massachusetts
+$1.61M
4
TC
Trilogy Capital
California
+$537K
5
LPL Financial
LPL Financial
California
+$521K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.2M
2
CW
Connectus Wealth
Ohio
-$5.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$987K
5
Citadel Advisors
Citadel Advisors
Florida
-$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M -$16.2M -656,571 -49%
YCG
2
Yeomans Consulting Group
Georgia
$13.7M +$13.7M +557,213 New
MCM
3
Mainstay Capital Management
Michigan
$5.37M +$5.37M +218,198 New
SIS
4
Sound Income Strategies
Florida
$5.28M +$406K +16,507 +8%
LPL Financial
5
LPL Financial
California
$1.63M +$521K +21,177 +47%
GAG
6
Goodman Advisory Group
Massachusetts
$1.61M +$1.61M +65,588 New
Jane Street
7
Jane Street
New York
$1.37M +$311K +12,645 +30%
OIA
8
OneDigital Investment Advisors
Kansas
$799K +$483K +19,617 +153%
DWM
9
Destination Wealth Management
California
$738K +$3.52K +143 +0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$695K +$311K +12,660 +81%
TC
11
Trilogy Capital
California
$537K +$537K +21,820 New
CA
12
Cetera Advisors
Colorado
$512K +$512K +20,805 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$512K +$512K +20,805 New
AAS
14
Ameritas Advisory Services
Nebraska
$483K +$113K +4,607 +31%
Stifel Financial
15
Stifel Financial
Missouri
$377K -$9K -366 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$362K +$362K +14,703 New
JWCA
17
J.W. Cole Advisors
Florida
$305K -$15.5K -630 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$272K +$272K +11,062 New
FPAS
19
Focus Partners Advisor Solutions
Missouri
$264K +$3.1K +126 +1%
Bank of America
20
Bank of America
North Carolina
$263K -$987K -40,141 -79%
Osaic Holdings
21
Osaic Holdings
Arizona
$261K -$77K -3,130 -23%
PS
22
Principal Securities
Iowa
$250K +$182K +7,385 +267%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$231K +$231K +9,384 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$137K – – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$50.7K -$246 -10 -0.5%
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