Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free IBHG Stock Alerts

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

iShares iBonds 2027 Term High Yield and Income ETF logo
$22.06 0.00 (0.00%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$33.39M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.65M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp400,710$8.87M0.0%N/A2.842%
4/28/2026 Ascentis Independent Advisors2,750$61K0.0%N/A0.020%
2/18/2026NewEdge Advisors LLC152,907$3.41M0.0%+8.8%1.084%
2/17/2026Advisory Services Network LLC81,490$1.82M0.0%+2.5%0.578%
2/17/2026Captrust Financial Advisors16,470$368K0.0%+34.2%0.117%
2/17/2026Hurley Capital LLC187,650$4.19M2.3%+7.5%1.331%
2/13/2026Integrated Wealth Concepts LLC72,105$1.61M0.0%+24.5%0.511%
2/11/2026Landing Point Financial Group LLC20,811$465K0.2%-11.1%0.148%
2/11/2026Parallel Advisors LLC32,175$718K0.0%+39.6%0.228%
2/10/2026Thoroughbred Financial Services LLC21,659$483K0.0%-23.5%0.154%
2/5/2026High Note Wealth LLC10,713$239K0.0%+201.7%0.076%
2/3/2026Heartland Bank & Trust Co33,434$746K0.3%+5.7%0.237%
1/27/2026 Klaas Financial Asset Advisors LLC25,301$565K0.1%+18.8%0.179%
1/15/2026Rebalance LLC49,932$1.11M0.1%+3.0%0.354%
1/1/2026JPMorgan Chase & Co.34,330$772K0.0%+1,546.5%0.243%
12/2/2025 IFP Advisors Inc49,991$1.12M0.0%-3.3%0.355%
11/17/2025NewEdge Advisors LLC140,502$3.16M0.0%+6.3%0.996%
11/17/2025Integrated Wealth Concepts LLC57,912$1.30M0.0%+2.7%0.411%
11/13/2025Parallel Advisors LLC23,050$518K0.0%+53.7%0.163%
11/12/202510Elms LLP5,257$118K0.1%+10.5%0.037%
11/12/2025Landing Point Financial Group LLC23,413$527K0.3%+5.1%0.166%
11/12/2025Hurley Capital LLC174,628$3.93M2.2%+523.9%1.238%
11/10/2025Thoroughbred Financial Services LLC28,328$637K0.0%-18.8%0.201%
11/10/2025Heartland Bank & Trust Co31,641$712K0.3%+27.8%0.224%
11/7/2025JPMorgan Chase & Co.34,330$772K0.0%+1,546.5%0.243%
11/4/2025High Note Wealth LLC3,551$80K0.0%+29.1%0.025%
10/20/2025 Klaas Financial Asset Advisors LLC21,306$479K0.1%-10.3%0.151%
10/16/2025Rebalance LLC48,501$1.09M0.1%+7.0%0.344%
10/7/2025Lbmc Investment Advisors LLC1,458,696$32.81M2.1%+25.1%10.345%
10/2/2025 GAMMA Investing LLC7,119$160K0.0%-87.8%0.050%
8/15/2025Captrust Financial Advisors11,921$269K0.0%-28.1%0.085%
8/14/2025Hurley Capital LLC27,990$631K0.4%+261.6%0.199%
8/12/2025JPMorgan Chase & Co.2,085$47K0.0%-20.6%0.015%
7/25/2025Heartland Bank & Trust Co24,753$558K0.3%+69.7%0.176%
7/23/2025High Note Wealth LLC2,750$62K0.0%N/A0.020%
7/16/2025Rebalance 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%
7/9/2025Lbmc Investment Advisors LLC1,165,621$26.27M1.9%+36.0%8.267%
7/8/2025Parallel Advisors LLC15,000$338K0.0%+3.4%0.106%
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%


IBHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHG shares?

During the previous two years, 22 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 ($32.81M), Bank of New York Mellon Corp ($8.87M), Hurley Capital LLC ($4.19M), NewEdge Advisors LLC ($3.41M), Advisory Services Network LLC ($1.82M), Integrated Wealth Concepts LLC ($1.61M), and Cambridge Investment Research Advisors Inc. ($1.32M).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 20 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 ($5.19M), Lbmc Investment Advisors LLC ($1.35M), Bank of New York Mellon Corp ($400.71K), Hurley Capital LLC ($187.65K), NewEdge Advisors LLC ($130.43K), JPMorgan Chase & Co. ($66.62K), and Rebalance LLC ($49.93K).

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

Institutional investors have bought a total of 1,491,853 shares in the last 24 months. This purchase volume represents approximately $33.39M 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 ($224.40K), Thoroughbred Financial Services LLC ($13.22K), Captrust Financial Advisors ($4.67K), Klaas Financial Asset Advisors LLC ($3.85K), Landing Point Financial Group LLC ($2.60K), IFP Advisors Inc ($1.69K), and JPMorgan Chase & Co. ($542.00).

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

Institutional investors have sold a total of 250,975 shares in the last 24 months. This volume of shares sold represents approximately $5.65M in transactions.


Related Companies

This page (BATS:IBHG) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel