iShares Interest Rate HedgedIGBHETF
13F holders, Q2 2024 (June 30)40holders +3
7new positions
3sold out
1famous investor
$24.28avg. 13F price*
At the end of Q2 2024, 40 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 3 sold out. The largest holders were Mainstay Capital Management LLC ($45.3M), Yeomans Consulting Group, Inc. ($25.4M) and Morgan Stanley ($14.9M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.9M |
| Exits | 3 | $81K |
All 13F filers, Q1 2024 → Q2 2024: 2,611,487 shares bought and 87,252 shares sold, net +2,524,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Mainstay Capital Management LLC | 7.95% | Add +755.0% | 1,865,622 | $45.3M |
| Yeomans Consulting Group, Inc. | 9.80% | Add +87.4% | 1,044,396 | $25.4M |
| Morgan Stanley | 0.00% | Reduce -10.9% | 615,102 | $14.9M |
| NorthCoast Asset Management LLC | 0.06% | New | 265,085 | $6.4M |
| Sound Income Strategies, LLC | 0.38% | Add +5.1% | 225,616 | $5.5M |
| Goodman Advisory Group, LLC | 0.92% | Add +93.4% | 126,841 | $3.1M |
| LPL Financial LLC | 0.00% | Add +30.4% | 86,211 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +29.9% | 72,113 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 37,645 | $914K |
| MML Investors Services, LLC | 0.00% | Add +144.1% | 35,884 | $871K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.4% | 32,342 | $785K |
| Destination Wealth Management | 0.02% | Add +0.4% | 30,138 | $732K |
| Ameritas Advisory Services, LLC | 0.02% | Add +25.1% | 24,562 | $596K |
| Trilogy Capital Inc. | 0.03% | Add +11.8% | 24,383 | $592K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -20.0% | 22,603 | $549K |
| Cetera Investment Advisers | 0.00% | No change | 20,805 | $505K |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 15,595 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 13,158 | $319K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.1% | 12,963 | $315K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 12,413 | $301K |
| Principal Securities, Inc. | 0.01% | Add +22.1% | 12,386 | $301K |
| Oppenheimer & Co. Inc. | 0.00% | New | 12,375 | $300K |
| Bank of America Corp. | 0.00% | Add +5.1% | 11,240 | $273K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.7% | 10,928 | $265K |
| Citadel Advisors | 0.00% | New | 9,129 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.9% | 7,878 | $191K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $135K |
| Wells Fargo & Company | 0.00% | Add +251800.0% | 2,519 | $61K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,060 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 2,050 | $50K |
| Allworth Financial LP | 0.00% | New | 1,613 | $39K |
| Tucker Asset Management LLC | 0.01% | No change | 1,213 | $29K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,096 | $27K |
| FMR LLC | 0.00% | Add +1233.3% | 960 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 661 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 385 | $9K |
| National Bank of Canada | 0.00% | No change | 338 | $8K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| Cwm, LLC | 0.00% | Add +46.6% | 195 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +1.0% | 104 | $3K |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.