iShares Interest Rate HedgedIGBHETF
13F holders, Q2 2025 (June 30)38holders +1
7new positions
6sold out
$24.12avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($10.9M), Yeomans Consulting Group, Inc. ($6.4M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 6 | $6.4M |
All 13F filers, Q1 2025 → Q2 2025: 180,771 shares bought and 425,411 shares sold, net −244,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Morgan Stanley | 0.00% | Reduce -3.0% | 453,586 | $10.9M |
| Yeomans Consulting Group, Inc. | 2.66% | Reduce -32.6% | 266,246 | $6.4M |
| Sound Income Strategies, LLC | 0.33% | Reduce -1.0% | 242,008 | $5.8M |
| Integrity Alliance, Llc. | 0.18% | Add +2.2% | 140,111 | $3.4M |
| LPL Financial LLC | 0.00% | Add +9.1% | 132,985 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 105,778 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +656.6% | 90,990 | $2.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -11.1% | 35,051 | $845K |
| Destination Wealth Management | 0.02% | Add +0.5% | 30,691 | $740K |
| Jane Street Group, LLC | 0.00% | New | 29,397 | $709K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 25,593 | $617K |
| Park Avenue Securities LLC | 0.01% | Add +51.0% | 23,614 | $569K |
| Cetera Investment Advisers | 0.00% | No change | 18,980 | $458K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.2% | 16,963 | $409K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,996 | $386K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 13,970 | $337K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,751 | $308K |
| Osaic Holdings, Inc. | 0.00% | Add +23.9% | 12,125 | $292K |
| Trilogy Capital Inc. | 0.01% | Reduce -23.5% | 11,710 | $282K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +1.6% | 11,698 | $282K |
| Vista Cima Wealth Management LLC | 0.24% | Add +3.0% | 10,732 | $259K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,077 | $243K |
| Principal Securities, Inc. | 0.00% | Reduce -40.9% | 6,978 | $168K |
| Ameriflex Group, Inc. | 0.08% | Add +21.1% | 6,525 | $156K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $135K |
| Harbour Investments, Inc. | 0.00% | No change | 4,450 | $107K |
| JPMorgan Chase & Co. | 0.00% | Add +141.3% | 3,555 | $86K |
| Goodman Advisory Group, LLC | 0.02% | Add +498.4% | 2,675 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 2,109 | $51K |
| Spire Wealth Management | 0.00% | Add +1.1% | 363 | $9K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| UBS Group AG | 0.00% | New | 263 | $6K |
| National Bank of Canada | 0.00% | No change | 240 | $6K |
| Wells Fargo & Company | 0.00% | Add +18500.0% | 186 | $4K |
| Allworth Financial LP | 0.00% | New | 146 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 61 | $1K |
| FMR LLC | 0.00% | No change | 47 | $1K |
| Cwm, LLC | 0.00% | New | 53 | $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.