ISHARES INTEREST RATE HEDGED (IGBH) Institutional Shareholders
ISHARES INTEREST RATE HEDGED (IGBH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $85.14M in IGBH holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IGBH tracked by InsiderSet, reporting ownership valued at approximately $22.19M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.36M, representing an estimated gain of +0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed IGBH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Truist Financial Corp, and several other long-term asset managers with concentrated positions in ISHARES INTEREST RATE HEDGED (IGBH).
This page ranks the largest institutional IGBH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$85.14M
Largest Holder
Morgan Stanley
Largest Position
$22.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 917,538 | $22,186,088 | $22,360,401 | +$174,313 | +0.79% | |
| Lpl Financial Llc | 0.00% | 635,203 | $15,359,216 | $15,479,897 | +$120,681 | +0.79% | |
| Truist Financial Corp | 0.01% | 262,403 | $6,449,870 | $6,394,761 | -$55,109 | -0.85% | |
| Sound Income Strategies, Llc | 0.26% | 233,036 | $5,728,027 | $5,679,087 | -$48,940 | -0.85% | |
| Integrity Alliance, Llc. | 0.15% | 190,387 | $4,679,712 | $4,639,731 | -$39,981 | -0.85% | |
| Merit Financial Group, Llc | 0.03% | 175,271 | $4,308,161 | $4,271,354 | -$36,807 | -0.85% | |
| Bank Of America Corp | 0.00% | 164,826 | $3,985,493 | $4,016,810 | +$31,317 | +0.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 157,880 | $3,880,690 | $3,847,536 | -$33,154 | -0.85% | |
| Raymond James Financial Inc | 0.00% | 156,250 | $3,778,125 | $3,807,813 | +$29,688 | +0.79% | |
| Equitable Holdings, Inc. | 0.01% | 83,482 | $2,056,162 | $2,034,456 | -$21,706 | -1.06% | |
| Envestnet Asset Management Inc | 0.00% | 69,659 | $1,684,355 | $1,697,590 | +$13,235 | +0.79% | |
| Cetera Investment Advisers | 0.00% | 64,414 | $1,557,521 | $1,569,769 | +$12,248 | +0.79% | |
| Kestra Advisory Services, Llc | 0.00% | 59,791 | $1,469,665 | $1,457,107 | -$12,558 | -0.85% | |
| Mml Investors Services, Llc | 0.00% | 56,454 | $1,365,063 | $1,375,784 | +$10,721 | +0.79% | |
| Oppenheimer & Co Inc | 0.01% | 41,298 | $998,586 | $1,006,432 | +$7,846 | +0.79% | |
| International Assets Investment Management, Llc | 0.06% | 38,042 | $936,585 | $927,084 | -$9,501 | -1.01% | |
| Citadel Advisors Llc | 0.00% | 37,532 | $907,524 | $914,655 | +$7,131 | +0.79% | |
| Destination Wealth Management | 0.02% | 31,069 | $751,260 | $757,152 | +$5,892 | +0.78% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,462 | $349,691 | $352,439 | +$2,748 | +0.79% | |
| Mcnaughton Wealth Management, Llc | 0.12% | 13,500 | $331,830 | $328,995 | -$2,835 | -0.85% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,019 | $314,799 | $317,273 | +$2,474 | +0.79% | |
| Principal Securities, Inc. | 0.00% | 12,507 | $302,419 | $304,796 | +$2,377 | +0.79% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 12,224 | $295,597 | $297,899 | +$2,302 | +0.78% | |
| Osaic Holdings, Inc. | 0.00% | 10,697 | $258,674 | $260,686 | +$2,012 | +0.78% | |
| Diversify Wealth Management, Llc | 0.00% | 10,069 | $244,475 | $245,382 | +$907 | +0.37% | |
| Trilogy Capital Inc. | 0.01% | 9,207 | $226,308 | $224,375 | -$1,933 | -0.85% | |
| Vista Cima Wealth Management Llc | 0.20% | 8,359 | $202,121 | $203,709 | +$1,588 | +0.79% | |
| Goodman Advisory Group, Llc | 0.04% | 6,031 | $145,830 | $146,975 | +$1,145 | +0.79% | |
| Royal Bank Of Canada | 0.00% | 5,568 | $135,000 | $135,692 | +$692 | +0.51% | |
| Advisory Services Network, Llc | 0.00% | 2,531 | $61,200 | $61,680 | +$480 | +0.79% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 2,060 | $49,811 | $50,202 | +$391 | +0.79% | |
| Signature Equity Partners, Llc | 0.02% | 1,769 | $43,482 | $43,111 | -$371 | -0.85% | |
| Farther Finance Advisors, Llc | 0.00% | 1,407 | $34,574 | $34,289 | -$285 | -0.83% | |
| Triumph Capital Management | 0.00% | 770 | $18,927 | $18,765 | -$162 | -0.86% | |
| Spire Wealth Management | 0.00% | 377 | $9,267 | $9,187 | -$80 | -0.86% | |
| Bank Of Montreal | 0.00% | 294 | $7,109 | $7,165 | +$56 | +0.78% | |
| Mcguire Capital Advisors Inc | 0.00% | 266 | $6,432 | $6,482 | +$50 | +0.78% | |
| Key Capital Management, Inc | 0.00% | 165 | $4,056 | $4,021 | -$35 | -0.86% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 151 | $3,719 | $3,680 | -$39 | -1.05% | |
| Allworth Financial Lp | 0.00% | 134 | $3,230 | $3,266 | +$36 | +1.10% | |
| National Bank Of Canada | 0.00% | 110 | $2,660 | $2,681 | +$21 | +0.78% | |
| Fmr Llc | 0.00% | 95 | $2,289 | $2,315 | +$26 | +1.14% | |
| Blue Trust, Inc. | 0.00% | 61 | $1,499 | $1,487 | -$12 | -0.83% | |
| Ae Wealth Management Llc | 0.00% | 56 | $1,349 | $1,365 | +$16 | +1.17% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 32,883 | $808 | $801,359 | +$800,551 | +99078.06% | |
| Park Avenue Securities Llc | 0.00% | 27,544 | $677 | $671,247 | +$670,570 | +99050.26% | |
| Janney Montgomery Scott Llc | 0.00% | 12,520 | $303 | $305,112 | +$304,809 | +100597.16% | |
| Pmv Capital Advisers, Llc | 0.00% | 10 | $252 | $244 | -$8 | -3.29% | |
| Capital Analysts, Llc | 0.00% | 2,586 | $63 | $63,021 | +$62,958 | +99933.05% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $1 | — | — | — |
Frequently asked questions about IGBH
Who owns the most IGBH stock?
The largest holders of IGBH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INTEREST RATE HEDGED (IGBH).
Is IGBH widely held by superinvestors?
Many widely followed stocks like IGBH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IGBH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.