iShares Interest Rate HedgedIGBHETF
13F holders, Q4 2024 (December 31)36holders
2new positions
4sold out
$24.32avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Yeomans Consulting Group, Inc. ($9.5M), Morgan Stanley ($6.8M) and Sound Income Strategies, LLC ($6.1M).
- Company
- iShares Interest Rate Hedged
- CUSIP
- 46431W812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $273K |
| Exits | 4 | $430K |
All 13F filers, Q3 2024 → Q4 2024: 297,171 shares bought and 356,565 shares sold, net −59,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Yeomans Consulting Group, Inc. | 3.55% | Reduce -17.5% | 389,993 | $9.5M |
| Morgan Stanley | 0.00% | Reduce -36.9% | 280,188 | $6.8M |
| Sound Income Strategies, LLC | 0.38% | Add +3.7% | 249,772 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1561.0% | 196,103 | $4.8M |
| Integrity Alliance, Llc. | 0.36% | — | 137,321 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 86,911 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +32.1% | 62,077 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +98.0% | 58,822 | $1.4M |
| Bank of America Corp. | 0.00% | Add +357.6% | 47,154 | $1.1M |
| Ameritas Advisory Services, LLC | 0.03% | Add +30.3% | 33,529 | $815K |
| Destination Wealth Management | 0.02% | Add +0.6% | 30,460 | $741K |
| Raymond James Financial Inc. | 0.00% | — | 27,891 | $678K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.0% | 24,193 | $588K |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 18,730 | $456K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 13,595 | $331K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 12,413 | $302K |
| Principal Securities, Inc. | 0.01% | Reduce -4.6% | 11,812 | $287K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.5% | 11,490 | $279K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +2.1% | 11,376 | $277K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,890 | $265K |
| Vista Cima Wealth Management LLC | 0.24% | — | 9,383 | $228K |
| Osaic Holdings, Inc. | 0.00% | Add +7.6% | 9,260 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.8% | 8,472 | $206K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 8,036 | $195K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +117.1% | 4,450 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,060 | $50K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,096 | $27K |
| Trivant Custom Portfolio Group, LLC | 0.00% | New | 318 | $8K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| National Bank of Canada | 0.00% | Reduce -23.6% | 240 | $6K |
| Spire Wealth Management | 0.00% | No change | 119 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +2.8% | 109 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 61 | $1K |
| FMR LLC | 0.00% | No change | 47 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $17 |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.