We are live on ! Find out more
IGBH icon

iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

48 hedge funds and large institutions have $77.1M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

41% more capital invested

Capital invested by funds: $54.6M → $77.1M (+$22.4M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4.72% more ownership

Funds ownership: 39.21% → 43.93% (+4.7%)

2% more funds holding

Funds holding: 47 → 48 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.87M
3
MFG
Merit Financial Group
Georgia
+$3.4M
4
EH
Equitable Holdings
New York
+$2.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
-$5.35M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.36M
3
CIA
Concurrent Investment Advisors
Florida
-$694K
4
Goldman Sachs
Goldman Sachs
New York
-$507K
5
DAS
Diversify Advisory Services
Utah
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Trilogy Capital
California
$223K -$61.3K -2,503 -21%
DWM
27
Diversify Wealth Management
Utah
$217K +$218K +8,895 New
VCWM
28
Vista Cima Wealth Management
Arizona
$202K -$73.2K -2,993 -26%
GAG
29
Goodman Advisory Group
Massachusetts
$146K -$8.44K -345 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$135K – – –
CAL
31
Capital Analysts LLC
Pennsylvania
$63K +$63.3K +2,586 New
ASN
32
Advisory Services Network
Georgia
$61.2K +$61.9K +2,531 New
JP Morgan Chase
33
JP Morgan Chase
New York
$59.2K -$50.2K -2,050 -45%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$49.8K – – –
SEP
35
Signature Equity Partners
Ohio
$42.8K – – –
FFA
36
Farther Finance Advisors
California
$34.3K -$2.1K -86 -6%
TCM
37
Triumph Capital Management
Colorado
$18.6K – – –
KCM
38
Key Capital Management
Tennessee
$14.4K +$14.5K +592 +14,800%
SWM
39
Spire Wealth Management
Virginia
$9.04K +$73 +3 +0.8%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$7.11K – – –
MCA
41
McGuire Capital Advisors
Oklahoma
$6.43K – – –
AF
42
Allworth Financial
California
$3.23K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$2.66K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.29K -$343 -14 -13%
DRP
45
Decker Retirement Planning
Utah
$1.62K +$1.64K +67 New
BTI
46
Blue Trust Inc
Georgia
$1.48K – – –
AWM
47
AE Wealth Management
Kansas
$1.35K +$1.35K +55 +5,500%
PCA
48
PMV Capital Advisers
Texas
$252 +$245 +10 New
Wells Fargo
49
Wells Fargo
California
$1 – – –
CWM
50
Comprehensive Wealth Management
Washington
– -$5.35M -217,354 Closed
1
2
3

IGBH Hedge Fund Activity: Q1 2026 in Review

48 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2026, worth a combined $77.1M — up 41% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGBH positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $5.35M sold.

  • 48 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $77.1M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2026, up 41% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $10.1M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2026 was Comprehensive Wealth Management, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2026.