iShares Interest Rate HedgedIGBHETF

13F holders, Q2 2026 (June 30)
50holders +2
8new positions
8sold out
1famous investor
$24.58avg. 13F price*

At the end of Q2 2026, 50 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($29.2M), LPL Financial LLC ($7.2M) and Quantum Financial Partners LLC ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Interest Rate Hedged
CUSIP
46431W812
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 37Q1 2024Q2 2024: 40Q2 2024Q3 2024: 36Q3 2024Q4 2024: 36Q4 2024Q1 2025: 37Q1 2025Q2 2025: 38Q2 2025Q3 2025: 42Q3 2025Q4 2025: 47Q4 2025Q1 2026: 48Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$11.7M
Exits8$1.0M

All 13F filers, Q1 2026 → Q2 2026: 1,207,730 shares bought and 416,346 shares sold, net +791,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Morgan Stanley 0.00% Add +29.7% 1,189,923 $29.2M
LPL Financial LLC 0.00% Reduce -54.2% 291,175 $7.2M
Quantum Financial Partners LLC 3.54% — 281,200 $6.9M
Truist Financial Corp. 0.01% Add +128.8% 262,403 $6.4M
Bank of America Corp. 0.00% Add +58.6% 261,364 $6.4M
NorthCoast Asset Management LLC 0.14% New 259,244 $6.4M
Sound Income Strategies, LLC 0.26% Reduce -1.6% 233,036 $5.7M
Integrity Alliance, Llc. 0.15% Add +24.0% 190,387 $4.7M
Merit Financial Group, LLC 0.03% Add +26.2% 175,271 $4.3M
Raymond James Financial Inc. 0.00% Add +2.1% 159,501 $3.9M
Commonwealth Equity Services, LLC 0.00% New 157,880 $3.9M
Equitable Holdings, Inc. 0.02% Add +45.1% 121,141 $3.0M
Cetera Investment Advisers 0.00% Add +17.0% 75,368 $1.9M
Envestnet Asset Management Inc. 0.00% Add +0.1% 69,709 $1.7M
Citadel Advisors 0.00% Add +77.1% 66,467 $1.6M
MML Investors Services, LLC 0.00% Add +17.7% 66,437 $1.6M
Kestra Advisory Services, LLC 0.00% Add +12.6% 59,791 $1.5M
Ameritas Advisory Services, LLC 0.02% Add +236.7% 43,835 $1.1M
International Assets Investment Management, LLC 0.06% Add +22.6% 38,042 $937K
Oppenheimer & Co. Inc. 0.01% Reduce -19.7% 33,173 $815K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 32,883 $808K
Destination Wealth Management 0.02% Add +0.4% 31,185 $767K
Park Avenue Securities LLC 0.00% Reduce -23.8% 27,544 $677K
Jane Street Group, LLC 0.00% New 18,251 $449K
McNaughton Wealth Management, LLC 0.12% New 13,500 $332K
Osaic Holdings, Inc. 0.00% Add +19.9% 12,820 $315K
Janney Montgomery Scott LLC 0.00% Reduce -12.0% 11,020 $271K
Cresset Asset Management, LLC 0.00% New 10,229 $251K
Diversify Advisory Services, LLC 0.00% New 10,069 $244K
Diversify Wealth Management, LLC 0.00% Add +13.2% 10,069 $244K
Trilogy Capital Inc. 0.01% No change 9,207 $226K
Brand Asset Management Group, Inc. 0.05% New 8,392 $206K
Rockefeller Capital Management L.P. 0.00% Reduce -46.9% 7,677 $189K
Royal Bank of Canada 0.00% No change 5,568 $137K
Capital Analysts, LLC 0.00% Add +1.6% 2,628 $65K
JPMorgan Chase & Co. 0.00% No change 2,472 $61K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,060 $51K
Signature Equity Partners, LLC 0.02% No change 1,769 $43K
Farther Finance Advisors, LLC 0.00% Reduce -0.6% 1,407 $35K
FMR LLC 0.00% Add +853.7% 906 $22K
Triumph Capital Management 0.00% No change 770 $19K
Spire Wealth Management 0.00% Add +0.8% 377 $9K
Wells Fargo & Company 0.00% Add +0.0% 308 $8K
Bank of Montreal 0.00% No change 294 $7K
Harbour Investments, Inc. 0.00% New 293 $7K
McGuire Capital Advisors Inc. 0.00% Reduce -24.1% 202 $5K
Key Capital Management, INC 0.00% Reduce -72.3% 165 $4K
Allworth Financial LP 0.00% No change 134 $3K
Blue Trust, Inc. 0.00% No change 61 $1K
AE Wealth Management LLC 0.00% Add +1.8% 57 $1K

"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.