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iShares Interest Rate Hedged Long-Term Corporate Bond ETF

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: 4748 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.2M +$8.87M +362,630 +65%
LPL Financial
2
LPL Financial
California
$15.4M +$10.1M +411,077 +183%
SIS
3
Sound Income Strategies
Florida
$5.74M -$86.3K -3,528 -1%
Bank of America
4
Bank of America
North Carolina
$3.99M +$1.4M +57,129 +53%
Raymond James Financial
5
Raymond James Financial
Florida
$3.78M +$1.22M +49,823 +47%
IA
6
Integrity Alliance
Iowa
$3.71M +$237K +9,696 +7%
MFG
7
Merit Financial Group
Georgia
$3.36M +$3.4M +138,872 New
Truist Financial
8
Truist Financial
North Carolina
$2.77M +$1.42M +58,140 +103%
EH
9
Equitable Holdings
New York
$2.06M +$2.04M +83,482 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.68M +$1.47M +60,078 +627%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.56M +$1.14M +46,387 +257%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.37M +$1.38M +56,454 New
KAS
13
Kestra Advisory Services
Texas
$1.28M +$834K +34,089 +180%
OC
14
Oppenheimer & Co
New York
$999K +$563K +23,020 +126%
Citadel Advisors
15
Citadel Advisors
Florida
$908K +$918K +37,532 New
PAS
16
Park Avenue Securities
New York
$874K -$17K -695 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$826K +$86.1K +3,518 +11%
IAIM
18
International Assets Investment Management
Florida
$752K +$653K +26,667 +610%
DWM
19
Destination Wealth Management
California
$751K +$1.83K +75 +0.2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$350K +$107K +4,385 +44%
AAS
21
Ameritas Advisory Services
Nebraska
$315K -$22.5K -918 -7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$303K -$34.3K -1,400 -10%
PS
23
Principal Securities
Iowa
$302K +$99.6K +4,071 +48%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$296K +$2.54K +104 +0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$259K +$16K +654 +7%

IGBH Hedge Fund Activity: Q1 2026 in Review

48 of the 8,127 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.