Who Owns iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH)?Hedge Fund & Institutional Holders

$23.77-0.07 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.984000535300041e+136T

% of Float Held

—

QoQ Change in Holders

+8 / -5

Price History

$22.75$23.32$23.88$24.45$25.02Sep 24Jun 25Mar 26

IGBH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Comprehensive Wealth Management, LLCNew Position+217K+$5.4B
Yeomans Consulting Group, Inc.New Position+169K+$4.2B
RAYMOND JAMES FINANCIAL INCIncreased+83K+$1.4B
BANK OF AMERICA CORP /DE/Increased+3K+$997.4M
OPPENHEIMER & CO INCNew Position+18K+$450.0M
Trilogy Capital Inc.New Position+12K+$288.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+4K+$107.0M
INTEGRITY ALLIANCE, LLC.Increased+3K+$85.4M
Triumph Capital ManagementIncreased+500+$11.4M
Spire Wealth ManagementNew Position+371+$9.0M
Destination Wealth ManagementIncreased+169+$4.1M
Farther Finance Advisors, LLCIncreased+150+$2.7M
TRUIST FINANCIAL CORPNew Position+57K+$1.4M
MORGAN STANLEYIncreased+82K+$1.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+55K+$1.4M

IGBH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-20K-$488.0M
OSAIC HOLDINGS, INC.Decreased-991-$269.9M
Goodman Advisory Group, LLCDecreased-2K-$212.8M
Advisory Services Network, LLCClosed Position-5K-$115.5M
HARBOUR INVESTMENTS, INC.Closed Position-4K-$98.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-453-$50.6M
UBS Group AGClosed Position-1K-$25.8M
WELLS FARGO & COMPANY/MNDecreased-186-$4.6M
Focus Partners Advisor Solutions, LLCDecreased-12K-$587K
Diversify Advisory Services, LLCDecreased-365-$5K
NATIONAL BANK OF CANADA /FI/Decreased-97-$5K
Strategic Wealth Partners, Ltd.Closed Position-151-$3K
Sound Income Strategies, LLCDecreased-2K-$-48.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Sound Income Strategies, LLC240,263$6.0B0.28%Share
2Comprehensive Wealth Management, LLC217,354$5.4B3.16%Share
3Yeomans Consulting Group, Inc.168,508$4.2B1.22%Share
4INTEGRITY ALLIANCE, LLC.143,823$3.5B0.13%Share
5RAYMOND JAMES FINANCIAL INC106,362$2.0B0.00%Share
6BANK OF AMERICA CORP /DE/80,947$1.0B0.00%Share
7Destination Wealth Management30,994$763.0M0.02%Share
8OPPENHEIMER & CO INC18,278$450.0M0.01%Share
9Trilogy Capital Inc.11,710$288.0M0.01%Share
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,372$107.0M0.01%Share
11Farther Finance Advisors, LLC1,501$36.0M0.00%Share
12Triumph Capital Management770$18.0M0.00%Share
13MORGAN STANLEY554,908$13.0M0.00%Share
14Spire Wealth Management371$9.0M0.00%Share
15LPL Financial LLC224,126$5.0M0.00%Share
16TRUIST FINANCIAL CORP56,521$1.4M0.00%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC54,923$1.4M0.00%Share
18Blue Trust, Inc.61$1.0M0.00%Share
19PARK AVENUE SECURITIES LLC36,836$907K0.01%Share
20Concurrent Investment Advisors, LLC28,192$694K0.01%Share
21Ameritas Advisory Services, LLC13,937$343K0.01%Share
22Vista Cima Wealth Management LLC11,352$279K0.23%Share
23Diversify Advisory Services, LLC8,929$222K0.01%Share
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,607$149K0.00%Share
25Signature Equity Partners, LLC1,769$43K0.02%Share
26MCGUIRE CAPITAL ADVISORS INC266$6K0.00%Share
27Allworth Financial LP134$3K0.00%Share
28ROYAL BANK OF CANADA5,000$00.00%Share
29Key Capital Management, INC4$00.00%Share
30Cetera Investment Advisers18,027$00.00%Share
31PRINCIPAL SECURITIES, INC.8,436$00.00%Share
32Focus Partners Advisor Solutions, LLC12,120$00.00%Share
33Rockefeller Capital Management L.P.10,077$00.00%Share
34ASSETMARK, INC28$00.00%Share
35AE Wealth Management LLC1$00.00%Share
36NATIONAL BANK OF CANADA /FI/110$00.00%Share
37Kestra Advisory Services, LLC18,991$00.00%Share
38Janney Montgomery Scott LLC13,920$00.00%Share
39ENVESTNET ASSET MANAGEMENT INC9,581$00.00%Share
40Cambridge Investment Research Advisors, Inc.30,635$00.00%Share
41OSAIC HOLDINGS, INC.10,043$00.00%Share
42WELLS FARGO & COMPANY/MN0$00.00%Share
43ROYAL BANK OF CANADA568$00.00%Share
44BANK OF AMERICA CORP /DE/26,750$00.00%Share
45Goodman Advisory Group, LLC6,376$00.00%Share
46JPMORGAN CHASE & CO4,522$00.00%Share
47GOLDMAN SACHS GROUP INC20,572$00.00%Share
48RAYMOND JAMES FINANCIAL INC65$00.00%Share
49BANK OF MONTREAL /CAN/294$00.00%Share
50FMR LLC109$00.00%Share

IGBH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202547$23.7B+15
Q3 202532$16.5B-3
Q2 202535$27.8B-1
Q1 202536$48.5B+2
Q4 202434$1.1T+3
Q3 202431$3.7T-3
Q2 202434$3.4T+8
Q1 202426$2.7T—

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As of Q4 2025, 50 institutional investors hold IGBH (iShares Interest Rate Hedged Long-Term Corporate Bond ETF). The largest holder is Sound Income Strategies, LLC with $6.0B in shares. This quarter, 8 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IGBH?

As of Q4 2025, 50 institutional investors report holding IGBH (iShares Interest Rate Hedged Long-Term Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of IGBH?

The largest institutional holder of IGBH is Sound Income Strategies, LLC with $6.0B in shares.

Is institutional ownership of IGBH increasing or decreasing?

This quarter, 8 institutions opened new positions in IGBH and 5 closed their positions.