IGBH — ISHARES INTEREST RATE HEDGED
As of Q2 2026, 6 SEC-registered investment managers reported holding IGBH (ISHARES INTEREST RATE HEDGED) in their latest 13F filings, with a combined reported value of $37.40M across 1.52M shares. That is +35.8% by share count (+401.45K shares) versus the previous quarter, while reported value moved +38.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.19M | $29.25M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 261.36K | $6.42M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 66.47K | $1.63M | 0.00% | Add |
| Goldman Sachs Group history | Q4 2025 | 20.57K | $506.69K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 2.47K | $60.79K | 0.00% | New |
| UBS Group AG history | Q3 2025 | 1.05K | $25.80K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 906 | $22.27K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 308 | $7.56K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.47K sh · $60.79K
- Wells Fargo & Co 308 sh · $7.56K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 68.44K | 99.12K | 117.44K | 110.18K | 147.68K | 124.50K | 141.95K | 146.55K | 674.29K | 673.55K | 690.53K | 615.10K | 444.28K | 280.19K | 467.57K | 453.59K | 472.80K | 554.91K | 917.54K | 1.19M |
| Bank of America Corp | 18.76M | 18.66M | 2.23M | 7.30K | 8.39K | 8.44K | 8.89K | 10.68K | 9.21K | 50.84K | 10.70K | 11.24K | 10.30K | 47.15K | 106.60K | 105.78K | 104.56K | 107.70K | 164.83K | 261.36K |
| Citadel Advisors | 62.28K | 63.47K | 34.65K | — | 20.08K | 26.03K | 21.64K | 15.83K | 16.69K | 10.50K | — | 9.13K | — | — | 33.14K | — | — | — | 37.53K | 66.47K |
| JPMorgan Chase & Co | — | 20.00K | — | — | — | — | — | — | — | — | — | — | 8.54K | 8.04K | 1.47K | 3.56K | 3.46K | 4.52K | — | 2.47K |
| Fidelity Management & Research (FMR) | — | 4 | 358 | 299 | 216 | 121 | 118 | 47 | 76 | 72 | 72 | 960 | 47 | 47 | 47 | 47 | 47 | 109 | 95 | 906 |
| Wells Fargo & Co | 16.93K | 23.40K | 116.56K | 203.82K | 186.10K | 182.02K | 902 | 902 | 1 | 2 | 1 | 2.52K | 2.48K | 1 | 1 | 186 | 186 | — | — | 308 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.00K | — | 20.57K | — | — |
| UBS Group AG | — | 1.77K | 2.42K | 322 | 3.19K | 975 | 1.15K | 1 | 3.68K | 788 | 1.21K | — | — | — | — | 263 | 1.05K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details