iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
40 hedge funds and large institutions have $113M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
113% more capital invested
Capital invested by funds: $53.2M → $113M (+$60.1M)
15.28% more ownership
Funds ownership: 50.91% → 66.19% (+15%)
5% more funds holding
Funds holding: 38 → 40 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$40.4M |
| 2 |
YCG
Yeomans Consulting Group
Marietta,
Georgia
|
+$11.9M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$6.49M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$922K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.85M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$138K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$29.8K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$27.6K |
IGBH Hedge Fund Activity: Q2 2024 in Review
40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2024, worth a combined $113M — up 113% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IGBH positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Mainstay Capital Management, adding an estimated $40.4M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.
- 40 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2024, up from 38 in Q1 2024.
- Funds reported $113M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2024, up 113% quarter-over-quarter.
- 7 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2024 was Mainstay Capital Management, an estimated $40.4M added.
- The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2024.