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iShares iBonds 2029 Term High Yield and Income ETF (IBHI) Institutional Ownership

iShares iBonds 2029 Term High Yield and Income ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.86M
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IBHI Institutional Buying and Selling by Quarter

iShares iBonds 2029 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors12,065$286K0.0%-18.2%0.163%
7/14/2025 GAMMA Investing LLC3,182$75K0.0%-63.5%0.043%
7/9/2025 Lbmc Investment Advisors LLC511,879$12.13M0.9%+10.5%6.917%
5/15/2025 OLD Mission Capital LLC55,666$1.29M0.0%N/A0.819%
5/12/2025 Scissortail Wealth Management LLC54,132$1.26M0.3%N/A0.796%
4/22/2025 Cambridge Investment Research Advisors Inc.25,110$583K0.0%-87.5%0.364%
4/9/2025 Lbmc Investment Advisors LLC463,248$10.76M0.8%+61.3%6.714%
4/7/2025 GAMMA Investing LLC202,386$4.70M0.0%+2,262.1%3.212%
2/17/2025 Captrust Financial Advisors14,744$346K0.0%N/A0.819%
2/13/2025 NewEdge Advisors LLC3,595$84K0.0%+35.6%0.200%
2/12/2025 JPMorgan Chase & Co.2,375$56K0.0%-96.6%0.132%
1/16/2025 Lbmc Investment Advisors LLC287,115$6.73M0.5%+141.7%15.951%
12/26/2024 JPMorgan Chase & Co.69,878$1.67M0.0%N/A3.882%
11/15/2024 Integrated Wealth Concepts LLC36,461$872K0.0%+13.6%2.026%
11/14/2024 Flow Traders U.S. LLC10,975$263K0.0%N/A0.610%
10/8/2024 Lbmc Investment Advisors LLC118,810$2.84M0.2%+46.9%6.601%
10/7/2024 GAMMA Investing LLC8,754$209K0.0%+73.0%0.486%
7/11/2024 Lbmc Investment Advisors LLC80,885$1.87M0.2%N/A4.494%
7/2/2024 GAMMA Investing LLC5,061$117K0.0%+1,532.6%0.281%
12/11/2023 Headinvest LLC4,703$101K0.0%N/A0.000%
8/9/2023 Flow Traders U.S. LLC10,697$238K0.0%-71.3%0.000%
(Data available from 1/1/2016 forward)

IBHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHI shares?

During the previous two years, 11 institutional investors and hedge funds held shares of iShares iBonds 2029 Term High Yield and Income ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($12.13M), OLD Mission Capital LLC ($1.29M), Scissortail Wealth Management LLC ($1.26M), Integrated Wealth Concepts LLC ($872K), Cambridge Investment Research Advisors Inc. ($583K), Captrust Financial Advisors ($286K), and Flow Traders U.S. LLC ($263K).Learn more on iShares iBonds 2029 Term High Yield and Income ETF's institutional investors.

Which institutional investors have been buying iShares iBonds 2029 Term High Yield and Income ETF's stock?

Of the 10 institutional investors that purchased iShares iBonds 2029 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: Lbmc Investment Advisors LLC ($511.88K), GAMMA Investing LLC ($202.26K), JPMorgan Chase & Co. ($69.88K), OLD Mission Capital LLC ($55.67K), Scissortail Wealth Management LLC ($54.13K), Captrust Financial Advisors ($14.74K), and Flow Traders U.S. LLC ($10.98K).

How much institutional buying is happening at iShares iBonds 2029 Term High Yield and Income ETF?

Institutional investors have bought a total of 839,219 shares in the last 24 months. This purchase volume represents approximately $19.64M in transactions.

Which of iShares iBonds 2029 Term High Yield and Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds 2029 Term High Yield and Income ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($176.08K), JPMorgan Chase & Co. ($67.50K), GAMMA Investing LLC ($5.53K), and Captrust Financial Advisors ($2.68K).

How much institutional selling is happening at iShares iBonds 2029 Term High Yield and Income ETF?

Institutional investors have sold a total of 251,791 shares in the last 24 months. This volume of shares sold represents approximately $5.86M in transactions.



This page (BATS:IBHI) was last updated on 8/26/2025 by MarketBeat.com Staff
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