iShares Interest Rate HedgedIGBHETF
13F holders, Q4 2025 (December 31)47holders +5
8new positions
5sold out
$24.66avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($13.7M), Sound Income Strategies, LLC ($6.0M) and LPL Financial LLC ($5.5M).
- Company
- iShares Interest Rate Hedged
- CUSIP
- 46431W812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.0M |
| Exits | 5 | $729K |
All 13F filers, Q3 2025 → Q4 2025: 696,366 shares bought and 250,078 shares sold, net +446,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Morgan Stanley | 0.00% | Add +17.4% | 554,908 | $13.7M |
| Sound Income Strategies, LLC | 0.28% | Reduce -0.6% | 240,263 | $6.0M |
| LPL Financial LLC | 0.00% | Add +65.5% | 224,126 | $5.5M |
| Comprehensive Wealth Management, LLC | 3.16% | New | 217,354 | $5.4M |
| Yeomans Consulting Group, Inc. | 1.22% | Reduce -54.6% | 168,508 | $4.2M |
| Integrity Alliance, Llc. | 0.13% | Add +2.4% | 143,823 | $3.5M |
| Bank of America Corp. | 0.00% | Add +3.0% | 107,697 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +362.4% | 106,427 | $2.6M |
| Truist Financial Corp. | 0.00% | New | 56,521 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +137.9% | 54,923 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +18.1% | 36,836 | $907K |
| Destination Wealth Management | 0.02% | Add +0.6% | 30,994 | $763K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +86.3% | 30,635 | $755K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 28,192 | $694K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,572 | $507K |
| Kestra Advisory Services, LLC | 0.00% | New | 18,991 | $468K |
| Oppenheimer & Co. Inc. | 0.01% | New | 18,278 | $450K |
| Cetera Investment Advisers | 0.00% | Add +13.0% | 18,027 | $444K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1532.0% | 13,937 | $343K |
| Janney Montgomery Scott LLC | 0.00% | No change | 13,920 | $343K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -49.5% | 12,120 | $299K |
| Trilogy Capital Inc. | 0.01% | No change | 11,710 | $288K |
| Vista Cima Wealth Management LLC | 0.23% | Add +0.5% | 11,352 | $280K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,077 | $248K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 10,043 | $247K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 9,581 | $236K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -3.9% | 8,929 | $222K |
| Principal Securities, Inc. | 0.00% | Add +15.3% | 8,436 | $208K |
| Goodman Advisory Group, LLC | 0.04% | Reduce -26.3% | 6,376 | $157K |
| Royal Bank of Canada | 0.00% | No change | 5,568 | $137K |
| JPMorgan Chase & Co. | 0.00% | Add +30.6% | 4,522 | $111K |
| International Assets Investment Management, LLC | 0.01% | New | 4,372 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,060 | $51K |
| Signature Equity Partners, LLC | 0.02% | — | 1,769 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.1% | 1,501 | $37K |
| Triumph Capital Management | 0.00% | New | 770 | $19K |
| Spire Wealth Management | 0.00% | Add +1.1% | 371 | $9K |
| Bank of Montreal | 0.00% | No change | 294 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 266 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 151 | $4K |
| Allworth Financial LP | 0.00% | No change | 134 | $3K |
| National Bank of Canada | 0.00% | Reduce -46.9% | 110 | $3K |
| FMR LLC | 0.00% | Add +131.9% | 109 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 61 | $2K |
| Assetmark, Inc. | 0.00% | No change | 28 | $690 |
| Key Capital Management, INC | 0.00% | — | 4 | $99 |
| AE Wealth Management LLC | 0.00% | Reduce -99.0% | 1 | $20 |
"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.