iShares Interest Rate HedgedIGBHETF

13F holders, Q1 2026 (March 31)
48holders +1
9new positions
7sold out
1famous investor
$24.20avg. 13F price*

At the end of Q1 2026, 48 institutions reported holding iShares Interest Rate Hedged (IGBH) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($22.2M), LPL Financial LLC ($15.4M) and Sound Income Strategies, LLC ($5.7M). 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

01020304050 Q1 2024: 37Q1 2024Q2 2024: 40Q2 2024Q3 2024: 36Q3 2024Q4 2024: 36Q4 2024Q1 2025: 37Q1 2025Q2 2025: 38Q2 2025Q3 2025: 42Q3 2025Q4 2025: 47Q4 2025Q1 2026: 48Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$8.0M
Exits7$8.1M

All 13F filers, Q4 2025 → Q1 2026: 1,482,622 shares bought and 344,681 shares sold, net +1,137,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Morgan Stanley 0.00% Add +65.3% 917,538 $22.2M
LPL Financial LLC 0.00% Add +183.4% 635,203 $15.4M
Sound Income Strategies, LLC 0.28% Reduce -1.5% 236,735 $5.7M
Bank of America Corp. 0.00% Add +53.0% 164,826 $4.0M
Raymond James Financial Inc. 0.00% Add +46.8% 156,250 $3.8M
Integrity Alliance, Llc. 0.14% Add +6.7% 153,519 $3.7M
Merit Financial Group, LLC 0.03% New 138,872 $3.4M
Truist Financial Corp. 0.00% Add +102.9% 114,661 $2.8M
Equitable Holdings, Inc. 0.01% New 83,482 $2.1M
Envestnet Asset Management Inc. 0.00% Add +627.0% 69,659 $1.7M
Cetera Investment Advisers 0.00% Add +257.3% 64,414 $1.6M
MML Investors Services, LLC 0.00% New 56,454 $1.4M
Kestra Advisory Services, LLC 0.00% Add +179.5% 53,080 $1.3M
Oppenheimer & Co. Inc. 0.01% Add +125.9% 41,298 $999K
Citadel Advisors 0.00% New 37,532 $908K
Park Avenue Securities LLC 0.01% Reduce -1.9% 36,141 $874K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.5% 34,153 $826K
International Assets Investment Management, LLC 0.05% Add +610.0% 31,039 $752K
Destination Wealth Management 0.02% Add +0.2% 31,069 $751K
Rockefeller Capital Management L.P. 0.00% Add +43.5% 14,462 $350K
Ameritas Advisory Services, LLC 0.01% Reduce -6.6% 13,019 $315K
Janney Montgomery Scott LLC 0.00% Reduce -10.1% 12,520 $303K
Principal Securities, Inc. 0.00% Add +48.3% 12,507 $302K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.9% 12,224 $296K
Osaic Holdings, Inc. 0.00% Add +6.5% 10,697 $259K
Trilogy Capital Inc. 0.01% Reduce -21.4% 9,207 $223K
Diversify Wealth Management, LLC 0.00% New 8,895 $217K
Vista Cima Wealth Management LLC 0.20% Reduce -26.4% 8,359 $202K
Goodman Advisory Group, LLC 0.04% Reduce -5.4% 6,031 $146K
Royal Bank of Canada 0.00% No change 5,568 $135K
Capital Analysts, LLC 0.00% New 2,586 $63K
Advisory Services Network, LLC 0.00% New 2,531 $61K
JPMorgan Chase & Co. 0.00% Reduce -45.3% 2,472 $59K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,060 $50K
Signature Equity Partners, LLC 0.02% No change 1,769 $43K
Farther Finance Advisors, LLC 0.00% Reduce -5.7% 1,415 $34K
Triumph Capital Management 0.00% No change 770 $19K
Key Capital Management, INC 0.01% Add +14800.0% 596 $14K
Spire Wealth Management 0.00% Add +0.8% 374 $9K
Bank of Montreal 0.00% No change 294 $7K
McGuire Capital Advisors Inc. 0.00% No change 266 $6K
Allworth Financial LP 0.00% No change 134 $3K
National Bank of Canada 0.00% No change 110 $3K
FMR LLC 0.00% Reduce -12.8% 95 $2K
Decker Retirement Planning Inc. 0.00% New 67 $2K
Blue Trust, Inc. 0.00% No change 61 $1K
AE Wealth Management LLC 0.00% Add +5500.0% 56 $1K
PMV Capital Advisers, LLC 0.00% New 10 $252

"% of holder's portfolio" is IGBH's weight in each manager's 13F, not the share of iShares Interest Rate Hedged the manager owns.