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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
Morgan Stanley
1
Morgan Stanley
New York
$13.7M +$2.02M +82,110 +17%
SIS
2
Sound Income Strategies
Florida
$5.98M -$37K -1,505 -0.6%
LPL Financial
3
LPL Financial
California
$5.52M +$2.18M +88,737 +66%
CWM
4
Comprehensive Wealth Management
Washington
$5.35M +$5.34M +217,354 New
YCG
5
Yeomans Consulting Group
Georgia
$4.15M -$4.99M -203,056 -55%
IA
6
Integrity Alliance
Iowa
$3.54M +$84.1K +3,423 +2%
Bank of America
7
Bank of America
North Carolina
$2.65M +$77K +3,135 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$2.62M +$2.05M +83,413 +362%
Truist Financial
9
Truist Financial
North Carolina
$1.39M +$1.39M +56,521 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$783K +31,839 +138%
PAS
11
Park Avenue Securities
New York
$907K +$139K +5,638 +18%
DWM
12
Destination Wealth Management
California
$763K +$4.15K +169 +0.5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$755K +$349K +14,195 +86%
CIA
14
Concurrent Investment Advisors
Florida
$694K +$693K +28,192 New
Goldman Sachs
15
Goldman Sachs
New York
$507K +$506K +20,572 New
KAS
16
Kestra Advisory Services
Texas
$468K +$467K +18,991 New
OC
17
Oppenheimer & Co
New York
$450K +$449K +18,278 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$444K +$50.8K +2,068 +13%
AAS
19
Ameritas Advisory Services
Nebraska
$343K +$322K +13,083 +1,532%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$343K
FPAS
21
Focus Partners Advisor Solutions
Missouri
$299K -$292K -11,892 -50%
TC
22
Trilogy Capital
California
$288K
VCWM
23
Vista Cima Wealth Management
Arizona
$280K +$1.3K +53 +0.5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$248K
Osaic Holdings
25
Osaic Holdings
Arizona
$247K -$24.4K -991 -9%

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.