Who owns iShares Interest Rate Hedged Long-Term Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IGBH from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 51 institutions disclosed 4.3M shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $102.9M — about 46.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$102.9M
value, 2026 filers
46.8%
of shares outstanding (4.3M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IGBH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.2M | $29.2M | 0.0% | 13.1% | +29.7% |
| 2 | LPL Financial LLC | 291,175 | $7.2M | 0.0% | 3.2% | -54.2% |
| 3 | QUANTUM FINANCIAL PARTNERS LLCNEW | 281,200 | $6.9M | 3.5% | 3.1% | new |
| 4 | TRUIST FINANCIAL CORP | 262,403 | $6.4M | 0.0% | 2.9% | +128.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 261,364 | $6.4M | 0.0% | 2.9% | +58.6% |
| 6 | NorthCoast Asset Management LLCNEW | 259,244 | $6.4M | 0.1% | 2.8% | new |
| 7 | Sound Income Strategies, LLC | 233,036 | $5.7M | 0.3% | 2.6% | -1.6% |
| 8 | INTEGRITY ALLIANCE, LLC. | 190,387 | $4.7M | 0.1% | 2.1% | +24.0% |
| 9 | Merit Financial Group, LLC | 175,271 | $4.3M | 0.0% | 1.9% | +26.2% |
| 10 | RAYMOND JAMES FINANCIAL INC | 159,501 | $3.9M | 0.0% | 1.8% | +2.1% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 157,880 | $3.9M | 0.0% | 1.7% | new |
| 12 | Equitable Holdings, Inc. | 121,141 | $3.0M | 0.0% | 1.3% | +45.1% |
| 13 | Cetera Investment Advisers | 75,368 | $1.9M | 0.0% | 0.8% | +17.0% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 69,709 | $1.7M | 0.0% | 0.8% | +0.1% |
| 15 | CITADEL ADVISORS LLC | 66,467 | $1.6M | 0.0% | 0.7% | +77.1% |
| 16 | MML INVESTORS SERVICES, LLC | 66,437 | $1.6M | 0.0% | 0.7% | +17.7% |
| 17 | Kestra Advisory Services, LLC | 59,791 | $1.5M | 0.0% | 0.7% | +12.6% |
| 18 | Ameritas Advisory Services, LLC | 43,835 | $1.1M | 0.0% | 0.5% | +236.7% |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38,042 | $936,585 | 0.1% | 0.4% | +22.6% |
| 20 | OPPENHEIMER & CO INC | 33,173 | $815,392 | 0.0% | 0.4% | -19.7% |
| 21 | Cambridge Investment Research Advisors, Inc. | 32,883 | $808 | 0.0% | 0.4% | -3.7% |
| 22 | Destination Wealth Management | 31,185 | $766,527 | 0.0% | 0.3% | +0.4% |
| 23 | PARK AVENUE SECURITIES LLC | 27,544 | $677 | 0.0% | 0.3% | -23.8% |
| 24 | JANE STREET GROUP, LLCNEW | 18,251 | $448,610 | 0.0% | 0.2% | new |
| 25 | McNaughton Wealth Management, LLCNEW | 13,500 | $331,830 | 0.1% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.