iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Institutional Ownership $22.49 +0.09 (+0.40%) Closing price 09/15/2025 03:55 PM EasternExtended Trading$22.49 0.00 (0.00%) As of 09/15/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG)Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$145.34MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$4.32M Get IBHG Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds 2027 Term High Yield and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data IBHG Institutional Buying and Selling by Quarter iShares iBonds 2027 Term High Yield and Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Captrust Financial Advisors11,921$269K0.0%-28.1%0.085% 8/14/2025 Hurley Capital LLC27,990$631K0.4%+261.6%0.199% 8/12/2025 JPMorgan Chase & Co.2,085$47K0.0%-20.6%0.015% 7/25/2025 Heartland Bank & Trust Co24,753$558K0.3%+69.7%0.176% 7/23/2025 High Note Wealth LLC2,750$62K0.0%N/A0.020% 7/16/2025 Rebalance LLC45,317$1.02M0.1%+1.4%0.321% 7/14/2025 GAMMA Investing LLC58,339$1.32M0.1%-74.8%0.414% 7/10/2025 Klaas Financial Asset Advisors LLC23,746$535K0.1%-5.6%0.168% 7/9/2025 Lbmc Investment Advisors LLC1,165,621$26.27M1.9%+36.0%8.267% 7/8/2025 Parallel Advisors LLC15,000$338K0.0%+3.4%0.106% Get the Latest News and Ratings for IBHG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds 2027 Term High Yield and Income ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025NewEdge Advisors LLC166,888$3.73M0.0%+191.8%1.351% 5/16/2025Integrated Wealth Concepts LLC55,359$1.24M0.0%+21.2%0.448% 5/15/2025Baird Financial Group Inc.14,508$324K0.0%+4.8%0.117% 5/15/2025OLD Mission Capital LLC15,568$348K0.0%N/A0.126% 5/7/2025Hurley Capital LLC7,741$173K0.1%+369.2%0.063% 4/24/2025Klaas Financial Asset Advisors LLC25,153$562K0.1%+103.3%0.204% 4/22/2025Cambridge Investment Research Advisors Inc.59,052$1.32M0.0%+17.6%0.478% 4/22/2025Heartland Bank & Trust Co14,590$326K0.2%+35.4%0.118% 4/17/2025Rebalance LLC44,709$998K0.1%+37.6%0.362% 4/15/2025GAMMA Investing LLC231,518$5.17M0.4%+25.8%1.875% 4/9/2025Lbmc Investment Advisors LLC857,119$19.14M1.5%+58.6%6.940% 4/8/2025Parallel Advisors LLC14,500$324K0.0%N/A0.119% 4/7/2025GAMMA Investing LLC5,168,640$115.39M0.0%+2,709.1%42.540% 2/18/202510Elms LLP4,157$92K0.1%N/A0.085% 2/17/2025Captrust Financial Advisors16,591$369K0.0%N/A0.339% 2/17/2025Baird Financial Group Inc.13,845$308K0.0%N/A0.283% 2/14/2025Integrated Wealth Concepts LLC45,663$1.02M0.0%-2.5%0.932% 2/14/2025Landing Point Financial Group LLC30,523$683K0.5%N/A0.623% 2/13/2025Hurley Capital LLC1,650$37K0.0%N/A0.034% 2/12/2025JPMorgan Chase & Co.7,356$164K0.0%+40.6%0.150% 2/7/2025Rebalance LLC32,481$722K0.1%N/A0.663% 1/22/2025Heartland Bank & Trust Co10,772$240K0.1%N/A0.220% 1/22/2025Klaas Financial Asset Advisors LLC12,370$275K0.0%N/A0.252% 1/16/2025Lbmc Investment Advisors LLC540,414$12.02M0.9%+55.7%11.029% 1/3/2025GAMMA Investing LLC183,996$4.09M0.3%+44.7%3.755% 12/26/2024JPMorgan Chase & Co.5,231$118K0.0%-67.8%0.107% 11/15/2024Integrated Wealth Concepts LLC46,857$1.06M0.0%+2.7%0.956% 10/8/2024Lbmc Investment Advisors LLC347,150$7.85M0.6%+77.9%7.085% 10/7/2024GAMMA Investing LLC127,128$2.87M0.3%+284.8%2.594% 7/11/2024Lbmc Investment Advisors LLC195,106$4.30M0.4%+78.7%3.982% 7/2/2024GAMMA Investing LLC33,037$728K0.1%+33.3%0.674% 4/12/2024Lbmc Investment Advisors LLC109,154$2.43M0.2%N/A6.822% 4/5/2024GAMMA Investing LLC24,793$552K0.1%N/A1.550% 8/9/2023Flow 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 ($26.27M), NewEdge Advisors LLC ($3.73M), Cambridge Investment Research Advisors Inc. ($1.32M), GAMMA Investing LLC ($1.32M), Integrated Wealth Concepts LLC ($1.24M), Rebalance LLC ($1.02M), and Landing Point Financial Group LLC ($683K).Learn more on iShares iBonds 2027 Term High Yield and Income ETF's institutional investors. Which institutional investors have been buying iShares iBonds 2027 Term High Yield and Income ETF's stock? Of the 17 institutional investors that purchased iShares iBonds 2027 Term High Yield and Income ETF's 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 ($1.17M), NewEdge Advisors LLC ($109.69K), Rebalance LLC ($45.32K), Landing Point Financial Group LLC ($30.52K), Hurley Capital LLC ($27.99K), and Klaas Financial Asset Advisors LLC ($25.15K). How much institutional buying is happening at iShares iBonds 2027 Term High Yield and Income ETF? Institutional investors have bought a total of 6,507,563 shares in the last 24 months. This purchase volume represents approximately $145.34M in transactions. Which of iShares iBonds 2027 Term High Yield and Income ETF's 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: GAMMA Investing LLC ($173.18K), JPMorgan Chase & Co. ($11.57K), Captrust Financial Advisors ($4.67K), Klaas Financial Asset Advisors LLC ($1.41K), 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 192,018 shares in the last 24 months. This volume of shares sold represents approximately $4.32M in transactions. Related Companies SHYD Institutional Ownership PHB Institutional Ownership BSJT Institutional Ownership CDX Institutional Ownership BKHY Institutional Ownership XBB Institutional Ownership SHYM Institutional Ownership IBHH Institutional Ownership FISR Institutional Ownership HYBB Institutional Ownership This page (BATS:IBHG) was last updated on 9/16/2025 by MarketBeat.com Staff From Our PartnersNew Biotech Backed by Proven Incubator Now Open to PublicA successful biotech incubator just opened its next chapter - and you're invited to their raise. This deal ...i2i Marketing Group, LLC | Sponsored$3,600 gold is nice ... but here’s what most gold bugs are missingGold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...Weiss Ratings | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredDalio’s $319 Million Gold BetA Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...Golden Portfolio | SponsoredIf You Keep Cash In A U.S. Bank Account… Read This NOWThe Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...Banyan Hill Publishing | SponsoredIf you own dollars, read this...Former Goldman Exec: "A Strange Day Is Coming to America" Dr. David Eifrig, who warned of inflation months ...Stansberry Research | SponsoredForget NVDA. Put $1,000 into this stock nowA massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...Chaikin Analytics | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares iBonds 2027 Term High Yield and Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares iBonds 2027 Term High Yield and Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
