iShares Interest Rate HedgedIGBHETF
13F holders, Q1 2025 (March 31)37holders +1
4new positions
3sold out
1famous investor
$24.01avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($11.2M), Yeomans Consulting Group, Inc. ($9.5M) and Sound Income Strategies, LLC ($5.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 3 | $640K |
All 13F filers, Q4 2024 → Q1 2025: 456,865 shares bought and 231,894 shares sold, net +224,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Morgan Stanley | 0.00% | Add +66.9% | 467,567 | $11.2M |
| Yeomans Consulting Group, Inc. | 3.67% | Add +1.3% | 395,139 | $9.5M |
| Sound Income Strategies, LLC | 0.35% | Reduce -2.2% | 244,382 | $5.9M |
| MML Investors Services, LLC | 0.01% | Add +145.8% | 152,614 | $3.7M |
| Integrity Alliance, Llc. | 0.13% | Reduce -0.2% | 137,095 | $3.3M |
| LPL Financial LLC | 0.00% | Add +40.3% | 121,946 | $2.9M |
| Bank of America Corp. | 0.00% | Add +126.1% | 106,600 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +18.6% | 69,737 | $1.7M |
| Ameritas Advisory Services, LLC | 0.04% | Add +17.5% | 39,404 | $946K |
| Citadel Advisors | 0.00% | New | 33,144 | $796K |
| Destination Wealth Management | 0.02% | Add +0.3% | 30,555 | $734K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.4% | 25,818 | $620K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 18,980 | $456K |
| Park Avenue Securities LLC | 0.00% | New | 15,644 | $376K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -92.1% | 15,531 | $373K |
| Trilogy Capital Inc. | 0.02% | Reduce -36.8% | 15,299 | $367K |
| Janney Montgomery Scott LLC | 0.00% | Add +19.0% | 12,964 | $311K |
| Susquehanna International Group, LLP | 0.00% | Add +42.0% | 12,026 | $289K |
| Principal Securities, Inc. | 0.01% | No change | 11,812 | $287K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +1.2% | 11,508 | $276K |
| Vista Cima Wealth Management LLC | 0.27% | Add +11.0% | 10,416 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 9,789 | $235K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -16.1% | 9,640 | $231K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $134K |
| Ameriflex Group, Inc. | 0.05% | New | 5,390 | $129K |
| Harbour Investments, Inc. | 0.00% | No change | 4,450 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,060 | $49K |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.7% | 1,473 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,096 | $26K |
| Goodman Advisory Group, LLC | 0.00% | New | 447 | $11K |
| Spire Wealth Management | 0.00% | Add +201.7% | 359 | $9K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| National Bank of Canada | 0.00% | No change | 240 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 109 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 61 | $1K |
| FMR LLC | 0.00% | No change | 47 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.