iShares Interest Rate HedgedIGBHETF
13F holders, Q3 2025 (September 30)42holders +4
7new positions
3sold out
$24.61avg. 13F price*
At the end of Q3 2025, 42 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 4 from Q2 2025. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($11.6M), Yeomans Consulting Group, Inc. ($9.2M) and Sound Income Strategies, LLC ($5.9M).
- Company
- iShares Interest Rate Hedged
- CUSIP
- 46431W812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $593K |
| Exits | 3 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 189,392 shares bought and 166,637 shares sold, net +22,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Morgan Stanley | 0.00% | Add +4.2% | 472,798 | $11.6M |
| Yeomans Consulting Group, Inc. | 3.16% | Add +39.6% | 371,564 | $9.2M |
| Sound Income Strategies, LLC | 0.32% | Reduce -0.1% | 241,768 | $5.9M |
| Integrity Alliance, Llc. | 0.16% | Add +0.2% | 140,400 | $3.5M |
| LPL Financial LLC | 0.00% | Add +1.8% | 135,389 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 104,562 | $2.6M |
| Park Avenue Securities LLC | 0.01% | Add +32.1% | 31,198 | $768K |
| Destination Wealth Management | 0.02% | Add +0.4% | 30,825 | $759K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +105.3% | 24,012 | $587K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +81.0% | 23,084 | $568K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.1% | 23,014 | $567K |
| Jane Street Group, LLC | 0.00% | Reduce -32.6% | 19,823 | $488K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.1% | 16,440 | $405K |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 15,959 | $393K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 13,920 | $343K |
| Trilogy Capital Inc. | 0.01% | No change | 11,710 | $288K |
| Vista Cima Wealth Management LLC | 0.23% | Add +5.3% | 11,299 | $278K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 11,034 | $270K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,077 | $248K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,294 | $228K |
| Goodman Advisory Group, LLC | 0.05% | Add +223.2% | 8,645 | $213K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,520 | $210K |
| Principal Securities, Inc. | 0.00% | Add +4.9% | 7,319 | $180K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $137K |
| Advisory Services Network, LLC | 0.00% | New | 4,692 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.1% | 4,001 | $99K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 3,463 | $85K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 2,060 | $51K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,351 | $33K |
| UBS Group AG | 0.00% | Add +298.5% | 1,048 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.6% | 854 | $21K |
| Spire Wealth Management | 0.00% | Add +1.1% | 367 | $9K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| National Bank of Canada | 0.00% | Reduce -13.8% | 207 | $5K |
| Wells Fargo & Company | 0.00% | No change | 186 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 151 | $4K |
| Allworth Financial LP | 0.00% | Reduce -8.2% | 134 | $3K |
| AE Wealth Management LLC | 0.00% | New | 101 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 61 | $2K |
| FMR LLC | 0.00% | No change | 47 | $1K |
| Cwm, LLC | 0.00% | No change | 53 | $1K |
| Assetmark, Inc. | 0.00% | New | 28 | $689 |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.