iShares Interest Rate HedgedIGBHETF
13F holders, Q1 2024 (March 31)37holders
$24.60avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings. The largest holders were Morgan Stanley ($17.0M), Yeomans Consulting Group, Inc. ($13.7M) and Mainstay Capital Management LLC ($5.4M).
- Company
- iShares Interest Rate Hedged
- CUSIP
- 46431W812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $22.7M |
| Exits | 6 | $8.3M |
Ownership 37 holders
| Morgan Stanley | 0.00% | Add +2.5% | 690,531 | $17.0M |
| Yeomans Consulting Group, Inc. | 6.00% | New | 557,213 | $13.7M |
| Mainstay Capital Management LLC | 1.01% | New | 218,198 | $5.4M |
| Sound Income Strategies, LLC | 0.39% | Add +8.3% | 214,759 | $5.3M |
| LPL Financial LLC | 0.00% | Add +47.1% | 66,132 | $1.6M |
| Goodman Advisory Group, LLC | 0.51% | New | 65,588 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +29.5% | 55,493 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +152.7% | 32,465 | $799K |
| Destination Wealth Management | 0.02% | Add +0.5% | 30,007 | $738K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +81.2% | 28,253 | $695K |
| Trilogy Capital Inc. | 0.03% | New | 21,820 | $537K |
| Cetera Investment Advisers | 0.00% | New | 20,805 | $512K |
| Ameritas Advisory Services, LLC | 0.02% | Add +30.7% | 19,626 | $483K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 15,335 | $377K |
| MML Investors Services, LLC | 0.00% | New | 14,703 | $362K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.8% | 12,413 | $305K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,062 | $272K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.2% | 10,746 | $264K |
| Bank of America Corp. | 0.00% | Reduce -79.0% | 10,699 | $263K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.8% | 10,630 | $261K |
| Principal Securities, Inc. | 0.01% | Add +267.5% | 10,146 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,384 | $231K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 2,060 | $51K |
| Harbour Investments, Inc. | 0.00% | No change | 2,050 | $50K |
| Tucker Asset Management LLC | 0.01% | No change | 1,213 | $30K |
| UBS Group AG | 0.00% | Add +53.9% | 1,213 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,122 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 1,096 | $27K |
| REAP Financial Group, LLC | 0.01% | Add +1.2% | 963 | $24K |
| Retirement Group, LLC | 0.01% | Add +1.9% | 598 | $15K |
| National Bank of Canada | 0.00% | No change | 338 | $8K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| Cwm, LLC | 0.00% | No change | 133 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 103 | $3K |
| FMR LLC | 0.00% | No change | 72 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $15 |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.