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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

38 hedge funds and large institutions have $42.1M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3738 (+1)

2.66% less ownership

Funds ownership: 45.21%42.55% (-2.7%)

12% less capital invested

Capital invested by funds: $47.8M → $42.1M (-$5.68M)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M -$332K -13,981 -3%
YCG
2
Yeomans Consulting Group
Georgia
$6.44M -$3.06M -128,893 -33%
SIS
3
Sound Income Strategies
Florida
$5.83M -$56.3K -2,374 -1%
IA
4
Integrity Alliance
Iowa
$3.38M +$71.5K +3,016 +2%
LPL Financial
5
LPL Financial
California
$3.21M +$262K +11,039 +9%
Bank of America
6
Bank of America
North Carolina
$2.55M -$19.5K -822 -0.8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.19M +$1.87M +78,964 +657%
AAS
8
Ameritas Advisory Services
Nebraska
$845K -$103K -4,353 -11%
DWM
9
Destination Wealth Management
California
$740K +$3.23K +136 +0.4%
Jane Street
10
Jane Street
New York
$709K +$697K +29,397 New
Raymond James Financial
11
Raymond James Financial
Florida
$617K -$5.34K -225 -0.9%
PAS
12
Park Avenue Securities
New York
$569K +$189K +7,970 +51%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$458K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$409K +$34K +1,432 +9%
Goldman Sachs
15
Goldman Sachs
New York
$386K +$379K +15,996 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$337K +$23.9K +1,006 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$308K +$302K +12,751 New
Osaic Holdings
18
Osaic Holdings
Arizona
$292K +$55.4K +2,336 +24%
TC
19
Trilogy Capital
California
$282K -$85.1K -3,589 -23%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$282K +$4.51K +190 +2%
VCWM
21
Vista Cima Wealth Management
Arizona
$259K +$7.5K +316 +3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$243K +$239K +10,077 New
PS
23
Principal Securities
Iowa
$168K -$115K -4,834 -41%
AG
24
AmeriFlex Group
Nevada
$156K +$26.9K +1,135 +21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$135K

IGBH Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q2 2025, worth a combined $42.1M — down 12% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGBH positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.87M. The largest seller was MML Investors Services, exiting entirely with an estimated $3.66M sold.

  • 38 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $42.1M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 7 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $1.87M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q2 2025 was MML Investors Services, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2025.