IGBH

Ishares Interest Rate Hedged

+$22.4M

Net Activity

Institutions Holding

49

Popularity Rank

#6042

Avg Weight

0.02%

Total Value

$77.1M

Ownership Trend

49 institutions currently hold IGBH, with 29 net buyers and 17 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

17

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$22.2M
LF
LPL Financial LLC
$15.4M
SI
Sound Income Strategies, LLC
$5.7M
BO
Bank Of America CORP /de/
$4.0M
RJ
Raymond James Financial INC
$3.8M

Top 5 by Conviction

SI
Sound Income Strategies, LLC
0.28%
VC
Vista Cima Wealth Management LLC
0.20%
IA
Integrity Alliance, LLC.
0.14%
IA
International Assets Investment Management, LLC
0.05%
GA
Goodman Advisory Group, LLC
0.04%
View all 49 holding institutions

Quarterly Activity

Recent Activity

+$68.9M

Total Buy Value

$16.6M

Total Sell Value

New buy9
Trim10
Add20
Sold out7

29

Net Buyers

17

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES INTEREST RATE HEDGED (IGBH)?
Major stakeholders currently include Morgan Stanley ($22.2M), LPL Financial LLC ($15.4M), Sound Income Strategies, LLC ($5.7M). Based on the latest 13F filings, there are a total of 49 tracked investment funds and institutions maintaining positions in IGBH.
What is the overall institutional sentiment toward IGBH recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.4M, driven by 29 managers accumulating shares while 17 reduced their exposure.
Which institutions have been selling or reducing their IGBH positions?
In the latest period, 10 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $16.6M.
Are there any notable investors adding IGBH to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $68.9M.

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