iShares Interest Rate HedgedIGBHETF
13F holders, Q3 2024 (September 30)36holders −4
3new positions
7sold out
$24.27avg. 13F price*
At the end of Q3 2024, 36 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, down 4 from Q2 2024. 3 opened new positions and 7 sold out. The largest holders were Yeomans Consulting Group, Inc. ($11.5M), Morgan Stanley ($10.8M) and Sound Income Strategies, LLC ($5.8M).
- Company
- iShares Interest Rate Hedged
- CUSIP
- 46431W812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $212K |
| Exits | 7 | $53.8M |
All 13F filers, Q2 2024 → Q3 2024: 95,681 shares bought and 3,090,119 shares sold, net −2,994,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Yeomans Consulting Group, Inc. | 4.29% | Reduce -54.8% | 472,620 | $11.5M |
| Morgan Stanley | 0.00% | Reduce -27.8% | 444,276 | $10.8M |
| Sound Income Strategies, LLC | 0.38% | Add +6.8% | 240,838 | $5.8M |
| Susquehanna International Group, LLP | 0.00% | Add +145.1% | 92,266 | $2.2M |
| LPL Financial LLC | 0.00% | Add +2.7% | 88,540 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +31.0% | 46,992 | $1.1M |
| Destination Wealth Management | 0.02% | Add +0.5% | 30,292 | $735K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.1% | 29,711 | $721K |
| Ameritas Advisory Services, LLC | 0.03% | Add +4.8% | 25,738 | $625K |
| Trilogy Capital Inc. | 0.03% | Add +1.3% | 24,698 | $599K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.8% | 22,998 | $558K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 21,130 | $513K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 15,962 | $387K |
| Envestnet Asset Management Inc. | 0.00% | No change | 13,158 | $319K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 12,413 | $301K |
| Principal Securities, Inc. | 0.01% | No change | 12,386 | $301K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 11,806 | $287K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -5.8% | 11,660 | $283K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.0% | 11,143 | $270K |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 10,304 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +9.2% | 8,606 | $209K |
| JPMorgan Chase & Co. | 0.00% | New | 8,544 | $207K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $135K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 2,484 | $60K |
| 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% | Reduce -27.6% | 1,168 | $28K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,096 | $27K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -99.7% | 450 | $11K |
| National Bank of Canada | 0.00% | Reduce -7.1% | 314 | $8K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| Cwm, LLC | 0.00% | Reduce -31.8% | 133 | $3K |
| Spire Wealth Management | 0.00% | New | 119 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +1.9% | 106 | $3K |
| Blue Trust, Inc. | 0.00% | New | 61 | $1K |
| FMR LLC | 0.00% | Reduce -95.1% | 47 | $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.