Who Owns IGBH?
iShares Interest Rate Hedged Long-Term Corporate Bond ETF — Institutional Ownership & 13F Holdings
$24.39
+0.04 (+0.14%)
Market Cap
$174.4M
Shares Outstanding
7,000,696
Institutional Holders
35
Total Inst. Value
$88.9M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
13
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.5M | 2,060 |
| 2 | MORGAN STANLEY | $11.2M | 467,567 |
| 3 | Yeomans Consulting Group, Inc.New | $9.5M | 395,139 |
| 4 | Sound Income Strategies, LLC | $5.9M | 244,382 |
| 5 | MML INVESTORS SERVICES, LLC | $3.7M | 152,614 |
| 6 | BANK OF AMERICA CORP /DE/ | $2.6M | 106,600 |
| 7 | Ameritas Advisory Services, LLC | $946K | 39,404 |
| 8 | CITADEL ADVISORS LLCNew | $796K | 33,144 |
| 9 | Destination Wealth Management | $734K | 30,555 |
| 10 | RAYMOND JAMES FINANCIAL INC | $620K | 25,818 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +187K | $11.2M |
| Yeomans Consulting Group, Inc.New | +395K | $9.5M |
| MML INVESTORS SERVICES, LLC | +91K | $3.7M |
| BANK OF AMERICA CORP /DE/ | +59K | $2.6M |
| Ameritas Advisory Services, LLC | +6K | $946K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -181K | $373K |
| Trilogy Capital Inc. | -9K | $367K |
| JPMORGAN CHASE & CO | -7K | $35K |
| Sound Income Strategies, LLC | -5K | $5.9M |
| RAYMOND JAMES FINANCIAL INC | -2K | $620K |
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Frequently Asked Questions
How many institutional investors hold IGBH?
As of Q1 2025, 35 institutional investors report holding IGBH (iShares Interest Rate Hedged Long-Term Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most IGBH?
The largest institutional holder of IGBH is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $49.5M in shares.
Are institutions buying or selling IGBH?
This quarter, 5 institutions opened new positions in IGBH and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.