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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

47 hedge funds and large institutions have $54.6M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $43.5M → $54.6M (+$11.2M)

12% more funds holding

Funds holding: 4247 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 39.27%39.21% (-0.06%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
18
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$236K +$26.1K +1,061 +12%
DAS
27
Diversify Advisory Services
Utah
$222K -$8.97K -365 -4%
PS
28
Principal Securities
Iowa
$208K +$27.5K +1,117 +15%
GAG
29
Goodman Advisory Group
Massachusetts
$157K -$55.8K -2,269 -26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$137K
JP Morgan Chase
31
JP Morgan Chase
New York
$111K +$26K +1,059 +31%
IAIM
32
International Assets Investment Management
Florida
$108K +$107K +4,372 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$50.7K
SEP
34
Signature Equity Partners
Ohio
$43.6K +$43.5K +1,769 New
FFA
35
Farther Finance Advisors
California
$37K +$3.69K +150 +11%
TCM
36
Triumph Capital Management
Colorado
$19K +$18.9K +770 New
SWM
37
Spire Wealth Management
Virginia
$9.15K +$98 +4 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$7.24K
MCA
39
McGuire Capital Advisors
Oklahoma
$6.55K +$6.54K +266 New
SWP
40
Strategic Wealth Partners
Ohio
$3.72K
AF
41
Allworth Financial
California
$3.29K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$2.71K -$2.38K -97 -47%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.69K +$1.52K +62 +132%
BTI
44
Blue Trust Inc
Georgia
$1.5K
AssetMark Inc
45
AssetMark Inc
California
$690
KCM
46
Key Capital Management
Tennessee
$99 +$98 +4 New
AWM
47
AE Wealth Management
Kansas
$20 -$2.46K -100 -99%
Wells Fargo
48
Wells Fargo
California
$11 -$4.57K -186 Closed
Jane Street
49
Jane Street
New York
-$488K -19,823 Closed
ASN
50
Advisory Services Network
Georgia
-$116K -4,692 Closed

IGBH Hedge Fund Activity: Q4 2025 in Review

47 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q4 2025, worth a combined $54.6M — up 26% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGBH positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $5.34M. The largest seller was Yeomans Consulting Group, cutting an estimated $4.99M.

  • 47 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $54.6M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 11 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q4 2025 was Comprehensive Wealth Management, an estimated $5.34M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q4 2025 was Yeomans Consulting Group, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2025.