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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

37 hedge funds and large institutions have $47.8M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $42.9M → $47.8M (+$4.86M)

3% more funds holding

Funds holding: 3637 (+1)

1.22% less ownership

Funds ownership: 46.43%45.21% (-1.2%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$4.57M +187,379 +67%
YCG
2
Yeomans Consulting Group
Georgia
$9.49M +$125K +5,146 +1%
SIS
3
Sound Income Strategies
Florida
$5.87M -$131K -5,390 -2%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.66M +$2.21M +90,537 +146%
IA
5
Integrity Alliance
Iowa
$3.29M -$5.51K -226 -0.2%
LPL Financial
6
LPL Financial
California
$2.93M +$854K +35,035 +40%
Bank of America
7
Bank of America
North Carolina
$2.56M +$1.45M +59,446 +126%
OIA
8
OneDigital Investment Advisors
Kansas
$1.67M +$266K +10,915 +19%
AAS
9
Ameritas Advisory Services
Nebraska
$946K +$143K +5,875 +18%
Citadel Advisors
10
Citadel Advisors
Florida
$796K +$808K +33,144 New
DWM
11
Destination Wealth Management
California
$734K +$2.32K +95 +0.3%
Raymond James Financial
12
Raymond James Financial
Florida
$620K -$50.5K -2,073 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$456K +$6.09K +250 +1%
PAS
14
Park Avenue Securities
New York
$376K +$381K +15,644 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$373K -$4.4M -180,572 -92%
TC
16
Trilogy Capital
California
$367K -$217K -8,894 -37%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$311K +$50.6K +2,074 +19%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$289K +$86.6K +3,554 +42%
PS
19
Principal Securities
Iowa
$287K
FPAS
20
Focus Partners Advisor Solutions
Missouri
$276K +$3.22K +132 +1%
VCWM
21
Vista Cima Wealth Management
Arizona
$250K +$25.2K +1,033 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$235K +$12.9K +529 +6%
OC
23
Oppenheimer & Co
New York
$231K -$45.1K -1,850 -16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$134K
AG
25
AmeriFlex Group
Nevada
$129K +$131K +5,390 New

IGBH Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q1 2025, worth a combined $47.8M — up 11% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IGBH positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.57M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.4M.

  • 37 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $47.8M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 4 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $4.57M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2025.