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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
$22.14 0.00 (0.00%)
As of 05/22/2026 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)
17
Total
Institutional Inflows
(last 12 months)
$30.71M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.65M
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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
5/19/2026 Arkadios Wealth Advisors9,250$205K0.0%N/A0.066%
5/7/2026 Parallel Advisors LLC42,725$946K0.0%+32.8%0.303%
5/6/2026 Heartland Bank & Trust Co35,631$789K0.2%+6.6%0.253%
5/5/2026 Bank of New York Mellon Corp400,710$8.87M0.0%N/A2.842%
4/28/2026 Ascentis Independent Advisors2,750$61K0.0%N/A0.020%
2/18/2026 NewEdge Advisors LLC152,907$3.41M0.0%+8.8%1.084%
2/17/2026 Advisory Services Network LLC81,490$1.82M0.0%+2.5%0.578%
2/17/2026 Captrust Financial Advisors16,470$368K0.0%+34.2%0.117%
2/17/2026 Hurley Capital LLC187,650$4.19M2.3%+7.5%1.331%
2/13/2026 Integrated Wealth Concepts LLC72,105$1.61M0.0%+24.5%0.511%
2/11/2026 Landing Point Financial Group LLC20,811$465K0.2%-11.1%0.148%
2/11/2026 Parallel Advisors LLC32,175$718K0.0%+39.6%0.228%
2/10/2026 Thoroughbred Financial Services LLC21,659$483K0.0%-23.5%0.154%
2/5/2026 High Note Wealth LLC10,713$239K0.0%+201.7%0.076%
2/3/2026 Heartland 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%
1/15/2026 Rebalance LLC49,932$1.11M0.1%+3.0%0.354%
1/1/2026 JPMorgan 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%
11/17/2025 NewEdge Advisors LLC140,502$3.16M0.0%+6.3%0.996%
11/17/2025 Integrated Wealth Concepts LLC57,912$1.30M0.0%+2.7%0.411%
11/13/2025 Parallel Advisors LLC23,050$518K0.0%+53.7%0.163%
11/12/2025 10Elms LLP5,257$118K0.1%+10.5%0.037%
11/12/2025 Landing Point Financial Group LLC23,413$527K0.3%+5.1%0.166%
11/12/2025 Hurley Capital LLC174,628$3.93M2.2%+523.9%1.238%
11/10/2025 Thoroughbred Financial Services LLC28,328$637K0.0%-18.8%0.201%
11/10/2025 Heartland Bank & Trust Co31,641$712K0.3%+27.8%0.224%
11/7/2025 JPMorgan Chase & Co.34,330$772K0.0%+1,546.5%0.243%
11/4/2025 High 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%
10/16/2025 Rebalance LLC48,501$1.09M0.1%+7.0%0.344%
10/7/2025 Lbmc 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%
8/15/2025 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%
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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%
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

During the previous two years, 23 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.

Of the 21 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).

Institutional investors have bought a total of 1,372,143 shares in the last 24 months. This purchase volume represents approximately $30.71M in transactions.

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).

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.


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This page (BATS:IBHG) was last updated on 5/25/2026 by MarketBeat.com Staff.
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