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iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$423M +$410M +16,963,611 New
RBA
2
Richard Bernstein Advisors
New York
$127M +$123M +5,073,012 New
NAM
3
NorthCoast Asset Management
Connecticut
$23.6M +$1.36M +56,455 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18M +$17M +703,786 +4,042%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.36M +$6.15M +254,713 New
TCA
6
Transcend Capital Advisors
New Jersey
$5.45M +$5.28M +218,551 New
VWM
7
Venturi Wealth Management
Texas
$1.98M +$1.91M +79,190 New
Stifel Financial
8
Stifel Financial
Missouri
$1.74M +$331K +13,707 +24%
AC
9
Avestar Capital
New York
$1.35M +$71.5K +2,961 +6%
PP
10
Patron Partners
Texas
$661K +$640K +26,480 New
DWM
11
Destination Wealth Management
California
$556K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$534K +$82.2K +3,400 +19%
WWM
13
Wolff Wiese Magana
California
$484K +$469K +19,406 New
Wells Fargo
14
Wells Fargo
California
$455K +$5.29K +219 +1%
LPL Financial
15
LPL Financial
California
$450K +$436K +18,031 New
NL
16
NWAM LLC
Washington
$398K +$385K +15,937 New
FA
17
FDx Advisors
Illinois
$331K +$321K +13,273 New
ICP
18
Interchange Capital Partners
Pennsylvania
$317K +$308K +12,740 New
SW
19
SVB Wealth
Massachusetts
$280K +$271K +11,221 New
Lido Advisors
20
Lido Advisors
California
$251K +$243K +10,066 New
M&T Bank
21
M&T Bank
New York
$219K +$212K +8,780 New
LTI
22
Laffer Tengler Investments
Tennessee
$203K – – –
RG
23
Retirement Group
California
$163K +$435 +18 +0.3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$114K +$111K +4,579 New
IFAM
25
Institutional & Family Asset Management
Colorado
$34K +$32.5K +1,345 New
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