IGBH Institutional Ownership
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
1W: -0.5%
1M: +0.0%
3M: -0.2%
YTD: +0.2%
1Y: +0.9%
3Y: +18.7%
5Y: +23.4%
$24.47
-0.07 (-0.29%)
Weekly Expected Move ±0.4%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IGBH
59
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
10
New Positions
22
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,189,923 | 29M | +272,385 | +29.7% | 23Q | SEC ↗ |
| 2 | LPL Financial LLC | 291,175 | 7M | -344,028 | -54.2% | 23Q | SEC ↗ |
| 3 | QUANTUM FINANCIAL PARTNERS LLC NEW | 281,200 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 262,403 | 6M | +147,742 | +128.9% | 3Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 261,364 | 6M | +96,538 | +58.6% | 15Q | SEC ↗ |
| 6 | NorthCoast Asset Management LLC NEW | 259,244 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Sound Income Strategies, LLC | 233,036 | 6M | -3,699 | -1.6% | 15Q | SEC ↗ |
| 8 | INTEGRITY ALLIANCE, LLC. | 190,387 | 5M | +36,868 | +24.0% | 7Q | SEC ↗ |
| 9 | Merit Financial Group, LLC | 175,271 | 4M | +36,399 | +26.2% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 159,501 | 4M | +3,251 | +2.1% | 7Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 157,880 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Equitable Holdings, Inc. | 121,141 | 3M | +37,659 | +45.1% | 2Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 75,368 | 2M | +10,954 | +17.0% | 10Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 69,709 | 2M | +50 | +0.1% | 4Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 66,467 | 2M | +28,935 | +77.1% | 2Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 66,437 | 2M | +9,983 | +17.7% | 2Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 59,791 | 1M | +6,711 | +12.6% | 3Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 43,835 | 1M | +30,816 | +236.7% | 11Q | SEC ↗ |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 38,042 | 931K | +7,003 | +22.6% | 3Q | SEC ↗ |
| 20 | OPPENHEIMER & CO INC | 33,173 | 812K | -8,125 | -19.7% | 3Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 32,883 | 805K | -1,270 | -3.7% | 10Q | SEC ↗ |
| 22 | Destination Wealth Management | 31,185 | 763K | +116 | +0.4% | 36Q | SEC ↗ |
| 23 | PARK AVENUE SECURITIES LLC | 27,544 | 674K | -8,597 | -23.8% | 6Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 18,251 | 447K | — | +0.0% | 1Q | SEC ↗ |
| 25 | McNaughton Wealth Management, LLC NEW | 13,500 | 330K | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 12,820 | 314K | +2,123 | +19.8% | 26Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 11,020 | 270K | -1,500 | -12.0% | 7Q | SEC ↗ |
| 28 | Cresset Asset Management, LLC NEW | 10,229 | 250K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Diversify Advisory Services, LLC NEW | 10,069 | 246K | — | +0.0% | 1Q | SEC ↗ |
| 30 | DIVERSIFY WEALTH MANAGEMENT, LLC | 10,069 | 246K | +1,174 | +13.2% | 2Q | SEC ↗ |
| 31 | Trilogy Capital Inc. | 9,207 | 225K | — | +0.0% | 10Q | SEC ↗ |
| 32 | Brand Asset Management Group, Inc. NEW | 8,392 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 7,677 | 188K | -6,785 | -46.9% | 5Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 5,568 | 136K | — | +0.0% | 23Q | SEC ↗ |
| 35 | Capital Analysts, LLC | 2,628 | 64K | +42 | +1.6% | 2Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 2,472 | 60K | — | +0.0% | 8Q | SEC ↗ |
| 37 | Integrated Wealth Concepts LLC NEW | 2,405 | 59K | — | +0.0% | 1Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,060 | 50K | — | +0.0% | 22Q | SEC ↗ |
| 39 | Signature Equity Partners, LLC | 1,769 | 43K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 1,407 | 34K | -8 | -0.6% | 4Q | SEC ↗ |
| 41 | FMR LLC | 906 | 22K | +811 | +853.7% | 18Q | SEC ↗ |
| 42 | Triumph Capital Management | 770 | 19K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Spire Wealth Management | 377 | 9K | +3 | +0.8% | 8Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 308 | 8K | +308 | — | 39Q | SEC ↗ |
| 45 | BANK OF MONTREAL /CAN | 294 | 7K | — | +0.0% | 23Q | SEC ↗ |
| 46 | HARBOUR INVESTMENTS, INC. NEW | 293 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 47 | MCGUIRE CAPITAL ADVISORS INC | 202 | 5K | -64 | -24.1% | 3Q | SEC ↗ |
| 48 | Key Capital Management, INC | 165 | 4K | -431 | -72.3% | 3Q | SEC ↗ |
| 49 | Allworth Financial LP | 134 | 3K | — | +0.0% | 5Q | SEC ↗ |
| 50 | Blue Trust, Inc. | 61 | 1K | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| QUANTUM FINANCIAL PARTNERS LLC | 281,200 | 7M |
| NorthCoast Asset Management LLC | 259,244 | 6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 157,880 | 4M |
| JANE STREET GROUP, LLC | 18,251 | 447K |
| McNaughton Wealth Management, LLC | 13,500 | 330K |
| Cresset Asset Management, LLC | 10,229 | 250K |
| Diversify Advisory Services, LLC | 10,069 | 246K |
| Brand Asset Management Group, Inc. | 8,392 | 205K |
| Integrated Wealth Concepts LLC | 2,405 | 59K |
| HARBOUR INVESTMENTS, INC. | 293 | 7K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Comprehensive Wealth Management, LL | 217,354 | 5M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 54,923 | 1M |
| Concurrent Investment Advisors, LLC | 28,192 | 690K |
| GOLDMAN SACHS GROUP INC | 20,572 | 503K |
| PRINCIPAL SECURITIES, INC. | 12,507 | 306K |
| Focus Partners Advisor Solutions, L | 12,224 | 299K |
| Vista Cima Wealth Management LLC | 8,359 | 205K |
| Goodman Advisory Group, LLC | 6,031 | 148K |
| Advisory Services Network, LLC | 2,531 | 62K |
| Strategic Wealth Partners, Ltd. | 151 | 4K |
| NATIONAL BANK OF CANADA /FI | 110 | 3K |
| Decker Retirement Planning Inc. | 67 | 2K |
| ASSETMARK, INC | 28 | 1K |
| PMV Capital Advisers, LLC | 10 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +272,385 | +29.7% | 1,189,923 |
| TRUIST FINANCIAL CORP | +147,742 | +128.9% | 262,403 |
| BANK OF AMERICA CORP /DE | +96,538 | +58.6% | 261,364 |
| Equitable Holdings, Inc. | +37,659 | +45.1% | 121,141 |
| INTEGRITY ALLIANCE, LLC. | +36,868 | +24.0% | 190,387 |
| Merit Financial Group, LLC | +36,399 | +26.2% | 175,271 |
| Ameritas Advisory Services, LLC | +30,816 | +236.7% | 43,835 |
| CITADEL ADVISORS LLC | +28,935 | +77.1% | 66,467 |
| Cetera Investment Advisers | +10,954 | +17.0% | 75,368 |
| MML INVESTORS SERVICES, LLC | +9,983 | +17.7% | 66,437 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +7,003 | +22.6% | 38,042 |
| Kestra Advisory Services, LLC | +6,711 | +12.6% | 59,791 |
| RAYMOND JAMES FINANCIAL INC | +3,251 | +2.1% | 159,501 |
| OSAIC HOLDINGS, INC. | +2,123 | +19.8% | 12,820 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +1,174 | +13.2% | 10,069 |
| FMR LLC | +811 | +853.7% | 906 |
| WELLS FARGO & COMPANY/MN | +308 | — | 308 |
| Destination Wealth Management | +116 | +0.4% | 31,185 |
| ENVESTNET ASSET MANAGEMENT INC | +50 | +0.1% | 69,709 |
| Capital Analysts, LLC | +42 | +1.6% | 2,628 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -344,028 | -54.2% | 291,175 |
| PARK AVENUE SECURITIES LLC | -8,597 | -23.8% | 27,544 |
| OPPENHEIMER & CO INC | -8,125 | -19.7% | 33,173 |
| Rockefeller Capital Management L.P. | -6,785 | -46.9% | 7,677 |
| Sound Income Strategies, LLC | -3,699 | -1.6% | 233,036 |
| Janney Montgomery Scott LLC | -1,500 | -12.0% | 11,020 |
| Cambridge Investment Research Advis | -1,270 | -3.7% | 32,883 |
| Key Capital Management, INC | -431 | -72.3% | 165 |
| MCGUIRE CAPITAL ADVISORS INC | -64 | -24.1% | 202 |
| Farther Finance Advisors, LLC | -8 | -0.6% | 1,407 |