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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

42 hedge funds and large institutions have $43.5M invested in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more funds holding

Funds holding: 3842 (+4)

3% more capital invested

Capital invested by funds: $42.1M → $43.5M (+$1.41M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.28% less ownership

Funds ownership: 42.55%39.27% (-3.3%)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
14
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
$11.6M +$467K +19,212 +4%
YCG
2
Yeomans Consulting Group
Georgia
$9.15M +$2.56M +105,318 +40%
SIS
3
Sound Income Strategies
Florida
$5.94M -$5.84K -240 -0.1%
IA
4
Integrity Alliance
Iowa
$3.46M +$7.03K +289 +0.2%
LPL Financial
5
LPL Financial
California
$3.33M +$58.5K +2,404 +2%
Bank of America
6
Bank of America
North Carolina
$2.57M -$29.6K -1,216 -1%
PAS
7
Park Avenue Securities
New York
$768K +$185K +7,584 +32%
DWM
8
Destination Wealth Management
California
$759K +$3.26K +134 +0.4%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$587K +$300K +12,314 +105%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$568K +$251K +10,333 +81%
Raymond James Financial
11
Raymond James Financial
Florida
$567K -$62.8K -2,579 -10%
Jane Street
12
Jane Street
New York
$488K -$233K -9,574 -33%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$405K -$12.7K -523 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$393K -$73.5K -3,021 -16%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$343K -$1.22K -50 -0.4%
TC
16
Trilogy Capital
California
$288K
VCWM
17
Vista Cima Wealth Management
Arizona
$278K +$13.8K +567 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$270K -$26.5K -1,091 -9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$248K
DAS
20
Diversify Advisory Services
Utah
$228K +$226K +9,294 New
GAG
21
Goodman Advisory Group
Massachusetts
$213K +$145K +5,970 +223%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$210K +$207K +8,520 New
PS
23
Principal Securities
Iowa
$180K +$8.3K +341 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$137K
ASN
25
Advisory Services Network
Georgia
$116K +$114K +4,692 New

IGBH Hedge Fund Activity: Q3 2025 in Review

42 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) for Q3 2025, worth a combined $43.5M — up 3.3% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGBH positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Yeomans Consulting Group, adding an estimated $2.56M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.19M sold.

  • 42 institutional investors held iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) as of Q3 2025, up from 38 in Q2 2025.
  • Funds reported $43.5M of iShares Interest Rate Hedged Long-Term Corporate Bond ETF stock for Q3 2025, up 3.3% quarter-over-quarter.
  • 7 funds opened new iShares Interest Rate Hedged Long-Term Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +4 holders.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF buyer in Q3 2025 was Yeomans Consulting Group, an estimated $2.56M added.
  • The largest iShares Interest Rate Hedged Long-Term Corporate Bond ETF seller in Q3 2025 was Susquehanna International Group, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2025.