IGBH

Ishares Interest Rate HedgedETF
UnclassifiedUSCUSIP 46431W812◍ Confluence graph
Tracked 13F Holders
45
-20 QoQ
13F Value (tracked)
$92.5M
13F Moves · latest Q
11 added
5 trimmed
Recent Filings
0

Who owns IGBH?

45 tracked 13F filers

45 tracked 13F filers disclose a position in IGBH as of the latest SEC 13F filings, a combined $92.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$22.2M
918K
+65%
Added · +363K sh
Q1 2026
2LPL Financial LLC
$15.4M
635K
+183%
Added · +411K sh
Q1 2026
3QUANTUM FINANCIAL PARTNERS LLC
$6.9M
281K
New
+281K sh
Q2 2026
4NorthCoast Asset Management LLC
$6.4M
259K
New
+259K sh
Q2 2026
5Sound Income Strategies, LLC
$5.7M
233K
−1.6%
Reduced · −4K sh
Q2 2026
6INTEGRITY ALLIANCE, LLC.
$4.7M
190K
+24%
Added · +37K sh
Q2 2026
7Merit Financial Group, LLC
$4.3M
175K
+26%
Added · +36K sh
Q2 2026
8BANK OF AMERICA CORP /DE/
$4.0M
165K
+53%
Added · +57K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$3.8M
156K
+47%
Added · +50K sh
Q1 2026
10Equitable Holdings, Inc.
$3.0M
121K
+45%
Added · +38K sh
Q2 2026
11TRUIST FINANCIAL CORP
$2.8M
115K
+103%
Added · +58K sh
Q1 2026
12ENVESTNET ASSET MANAGEMENT INC
$1.7M
70K
+627%
Added · +60K sh
Q1 2026
13MML INVESTORS SERVICES, LLC
$1.6M
66K
+18%
Added · +10K sh
Q2 2026
14Cetera Investment Advisers
$1.6M
64K
+257%
Added · +46K sh
Q1 2026
15Kestra Advisory Services, LLC
$1.5M
60K
+13%
Added · +7K sh
Q2 2026
16Ameritas Advisory Services, LLC
$1.1M
44K
+237%
Added · +31K sh
Q2 2026
17INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$937K
38K
+23%
Added · +7K sh
Q2 2026
18CITADEL ADVISORS LLC
$908K
38K
New
+38K sh
Q1 2026
19OPPENHEIMER & CO INC
$815K
33K
−20%
Reduced · −8K sh
Q2 2026
20Destination Wealth Management
$751K
31K
+0.2%
Added · +75 sh
Q1 2026
21Rockefeller Capital Management L.P.
$350K
14K
+44%
Added · +4K sh
Q1 2026
22McNaughton Wealth Management, LLC
$332K
14K
New
+14K sh
Q2 2026
23OSAIC HOLDINGS, INC.
$259K
11K
+6.5%
Added · +654 sh
Q1 2026
24Cresset Asset Management, LLC
$251K
10K
New
+10K sh
Q2 2026
25DIVERSIFY WEALTH MANAGEMENT, LLC
$244K
10K
+13%
Added · +1K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IGBH being bought or sold by institutions?

Last quarter, 5 funds opened a new position in IGBH and 6 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
6
funds
Reduced
5
funds
Exited
0
funds

Funds that own IGBH also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA20 funds$5.2B
ISHARES CORE S&P 500 ETFIVV20 funds$4.8B
APPLE INCAAPL20 funds$3.6B
AMAZON.COM INCAMZN20 funds$2.8B
MICROSOFT CORPMSFT20 funds$2.2B
BROADCOM INCAVGO20 funds$1.7B
ALPHABET INC-CL AGOOGL20 funds$1.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM20 funds$1.6B
META PLATFORMS INC-CLASS AMETA20 funds$1.6B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$1.4B
ALPHABET INC-CL CGOOG20 funds$1.4B
JPMORGAN CHASE & COJPM20 funds$1.2B

Ranked by how many of IGBH's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

22 funds-10 since Q3 2024
02142Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $38.5M

Share classes

Class13F holdersValue held
NEARmc376 funds$2.6B
MEARmc204 funds$987.8M
COMTSHARES145 funds$355.0M
IETCmc107 funds$305.4M
HYGHmc97 funds$201.6M
LQDHINT RT HDG C B95 funds$300.1M
CMDYmc67 funds$286.9M
IGBHthis pageINT RT HD LONG45 funds$92.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in IGBH

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IGBH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IGBH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IGBH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.