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iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Institutional Ownership

iShares iBonds 2027 Term High Yield and Income ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$139.70M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$275.75K
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IBHG Institutional Buying and Selling by Quarter

iShares iBonds 2027 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC166,888$3.73M0.0%+191.8%1.351%
5/16/2025 Integrated Wealth Concepts LLC55,359$1.24M0.0%+21.2%0.448%
5/15/2025 Baird Financial Group Inc.14,508$324K0.0%+4.8%0.117%
5/15/2025 OLD Mission Capital LLC15,568$348K0.0%N/A0.126%
5/7/2025 Hurley Capital LLC7,741$173K0.1%+369.2%0.063%
4/24/2025 Klaas Financial Asset Advisors LLC25,153$562K0.1%+103.3%0.204%
4/22/2025 Cambridge Investment Research Advisors Inc.59,052$1.32M0.0%+17.6%0.478%
4/22/2025 Heartland Bank & Trust Co14,590$326K0.2%+35.4%0.118%
4/17/2025 Rebalance LLC44,709$998K0.1%+37.6%0.362%
4/15/2025 GAMMA Investing LLC231,518$5.17M0.4%+25.8%1.875%
4/9/2025 Lbmc Investment Advisors LLC857,119$19.14M1.5%+58.6%6.940%
4/8/2025 Parallel Advisors LLC14,500$324K0.0%N/A0.119%
4/7/2025 GAMMA Investing LLC5,168,640$115.39M0.0%+2,709.1%42.540%
2/18/2025 10Elms LLP4,157$92K0.1%N/A0.085%
2/17/2025 Captrust Financial Advisors16,591$369K0.0%N/A0.339%
2/17/2025 Baird Financial Group Inc.13,845$308K0.0%N/A0.283%
2/14/2025 Integrated Wealth Concepts LLC45,663$1.02M0.0%-2.5%0.932%
2/14/2025 Landing Point Financial Group LLC30,523$683K0.5%N/A0.623%
2/13/2025 Hurley Capital LLC1,650$37K0.0%N/A0.034%
2/12/2025 JPMorgan Chase & Co.7,356$164K0.0%+40.6%0.150%
2/7/2025 Rebalance LLC32,481$722K0.1%N/A0.663%
1/22/2025 Heartland Bank & Trust Co10,772$240K0.1%N/A0.220%
1/22/2025 Klaas Financial Asset Advisors LLC12,370$275K0.0%N/A0.252%
1/16/2025 Lbmc Investment Advisors LLC540,414$12.02M0.9%+55.7%11.029%
1/3/2025 GAMMA Investing LLC183,996$4.09M0.3%+44.7%3.755%
12/26/2024 JPMorgan Chase & Co.5,231$118K0.0%-67.8%0.107%
11/15/2024 Integrated Wealth Concepts LLC46,857$1.06M0.0%+2.7%0.956%
10/8/2024 Lbmc Investment Advisors LLC347,150$7.85M0.6%+77.9%7.085%
10/7/2024 GAMMA Investing LLC127,128$2.87M0.3%+284.8%2.594%
7/11/2024 Lbmc Investment Advisors LLC195,106$4.30M0.4%+78.7%3.982%
7/2/2024 GAMMA Investing LLC33,037$728K0.1%+33.3%0.674%
4/12/2024 Lbmc Investment Advisors LLC109,154$2.43M0.2%N/A6.822%
4/5/2024 GAMMA Investing LLC24,793$552K0.1%N/A1.550%
8/9/2023 Flow Traders U.S. LLC29,108$635K0.0%-46.7%1.819%
(Data available from 1/1/2016 forward)

IBHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHG shares?

During the previous two years, 17 institutional investors and hedge funds held shares of iShares iBonds 2027 Term High Yield and Income ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($19.14M), GAMMA Investing LLC ($5.17M), NewEdge Advisors LLC ($3.73M), Cambridge Investment Research Advisors Inc. ($1.32M), Integrated Wealth Concepts LLC ($1.24M), Rebalance LLC ($998K), and Landing Point Financial Group LLC ($683K).Learn more on IBHG's institutional investors.

Which institutional investors have been buying iShares iBonds 2027 Term High Yield and Income ETF stock?

Of the 16 institutional investors that purchased iShares iBonds 2027 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($5.22M), Lbmc Investment Advisors LLC ($857.12K), NewEdge Advisors LLC ($109.69K), Rebalance LLC ($44.71K), Landing Point Financial Group LLC ($30.52K), Klaas Financial Asset Advisors LLC ($25.15K), and Captrust Financial Advisors ($16.59K).

How much institutional buying is happening at iShares iBonds 2027 Term High Yield and Income ETF?

Institutional investors have bought a total of 6,392,934 shares in the last 24 months. This purchase volume represents approximately $142.68M in transactions.

Which iShares iBonds 2027 Term High Yield and Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds 2027 Term High Yield and Income ETF stock in the last 24 months: Flow Traders U.S. LLC ($25.47K), JPMorgan Chase & Co. ($11.03K), and Integrated Wealth Concepts LLC ($1.19K).

How much institutional selling is happening at iShares iBonds 2027 Term High Yield and Income ETF?

Institutional investors have sold a total of 37,694 shares in the last 24 months. This volume of shares sold represents approximately $831.34K in transactions.



This page (BATS:IBHG) was last updated on 5/22/2025 by MarketBeat.com Staff
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