Who owns IGBH?
iShares Interest Rate Hedged Long-Term Corporate Bond ETF · iShares
51 institutions reported holding IGBH, worth $105.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IGBH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $29.2M | 1,189,923 | +272,385 shares |
| LPL Financial LLC | Fort Mill, SC | $7.2M | 291,175 | −344,028 shares |
| Quantum Financial Partners LLC | Overland Park, KS | $6.9M | 281,200 | New position |
| Truist Financial Corp. | Charlotte, NC | $6.4M | 262,403 | +147,742 shares |
| Bank of America Corp. | Charlotte, NC | $6.4M | 261,364 | +96,538 shares |
| NorthCoast Asset Management LLC | Stamford, CT | $6.4M | 259,244 | New position |
| Sound Income Strategies, LLC | Ft Lauderdale, FL | $5.7M | 233,036 | −3,699 shares |
| Integrity Alliance, LLC. | Urbandale, IA | $4.7M | 190,387 | +36,868 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $4.3M | 175,271 | +36,399 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.9M | 159,501 | +3,251 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IGBH?
51 institutional managers reported holding IGBH in Form 13F filings for June 30, 2026, worth $105.5M in total. The largest reported position was held by Morgan Stanley, at $29.2M.
Did institutions buy or sell IGBH last quarter?
Reported 13F value rose 36.9% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IGBH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.