iShares iBonds 2029 Term High Yield and Income ETF (IBHI) Institutional Ownership $23.39 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$33.98MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$251.98K Get IBHI Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds 2029 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. 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Skip Chart & View Institutional Buying and Selling Data IBHI Institutional Buying and Selling by Quarter iShares iBonds 2029 Term High Yield and Income ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 McIlrath & Eck LLC17,311$403K0.0%+101.3%0.234% 5/6/2026 Heartland Bank & Trust Co24,981$582K0.1%N/A0.338% 2/18/2026 NewEdge Advisors LLC883,775$20.88M0.1%+18.1%11.943% 2/17/2026 Captrust Financial Advisors16,229$383K0.0%+30.1%0.219% 2/13/2026 Integrated Wealth Concepts LLC87,297$2.06M0.0%+17.4%1.180% 2/5/2026 High Note Wealth LLC2,735$65K0.0%N/A0.037% 12/2/2025 IFP Advisors Inc41,220$983K0.0%-4.6%0.557% 11/18/2025 Reliant Wealth Planning8,431$201K0.1%N/A0.114% 11/17/2025 NewEdge Advisors LLC748,453$17.85M0.1%+20,719.3%10.114% 11/17/2025 Integrated Wealth Concepts LLC74,342$1.77M0.0%+7.5%1.005% Get the Latest News and Ratings for IBHI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds 2029 Term High Yield and Income ETF and its competitors with MarketBeat's FREE daily newsletter. 10/7/2025 Lbmc Investment Advisors LLC943,906$22.51M1.4%+84.4%12.755% 10/2/2025 GAMMA Investing LLC2,726$65K0.0%-14.3%0.037% 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% 5/15/2025OLD Mission Capital LLC55,666$1.29M0.0%N/A0.819% 5/12/2025Scissortail Wealth Management LLC54,132$1.26M0.3%N/A0.796% 4/22/2025Cambridge Investment Research Advisors Inc.25,110$583K0.0%-87.5%0.364% 4/9/2025Lbmc Investment Advisors LLC463,248$10.76M0.8%+61.3%6.714% 4/7/2025GAMMA Investing LLC202,386$4.70M0.0%+2,262.1%3.212% 2/17/2025Captrust Financial Advisors14,744$346K0.0%N/A0.819% 2/13/2025NewEdge Advisors LLC3,595$84K0.0%+35.6%0.200% 2/12/2025JPMorgan Chase & Co.2,375$56K0.0%-96.6%0.132% 1/16/2025Lbmc Investment Advisors LLC287,115$6.73M0.5%+141.7%15.951% 12/26/2024JPMorgan Chase & Co.69,878$1.67M0.0%N/A3.882% 11/15/2024Integrated Wealth Concepts LLC36,461$872K0.0%+13.6%2.026% 11/14/2024Flow Traders U.S. LLC10,975$263K0.0%N/A0.610% 10/8/2024Lbmc Investment Advisors LLC118,810$2.84M0.2%+46.9%6.601% 10/7/2024GAMMA Investing LLC8,754$209K0.0%+73.0%0.486% 7/11/2024Lbmc Investment Advisors LLC80,885$1.87M0.2%N/A4.494% 7/2/2024GAMMA Investing LLC5,061$117K0.0%+1,532.6%0.281% 12/11/2023Headinvest LLC4,703$101K0.0%N/A0.000% 8/9/2023Flow Traders U.S. LLC10,697$238K0.0%-71.3%0.000% IBHI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBHI shares? During the previous two years, 15 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 ($22.51M), NewEdge Advisors LLC ($20.88M), Integrated Wealth Concepts LLC ($2.06M), OLD Mission Capital LLC ($1.29M), Scissortail Wealth Management LLC ($1.26M), IFP Advisors Inc ($983K), and Cambridge Investment Research Advisors Inc. ($583K).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 13 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 ($943.91K), NewEdge Advisors LLC ($881.12K), GAMMA Investing LLC ($202.26K), JPMorgan Chase & Co. ($69.88K), OLD Mission Capital LLC ($55.67K), Scissortail Wealth Management LLC ($54.13K), and Heartland Bank & Trust Co ($24.98K). How much institutional buying is happening at iShares iBonds 2029 Term High Yield and Income ETF? Institutional investors have bought a total of 1,427,602 shares in the last 24 months. This purchase volume represents approximately $33.98M 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: GAMMA Investing LLC ($5.99K), Captrust Financial Advisors ($2.68K), and IFP Advisors Inc ($1.97K). How much institutional selling is happening at iShares iBonds 2029 Term High Yield and Income ETF? Institutional investors have sold a total of 10,638 shares in the last 24 months. This volume of shares sold represents approximately $251.98K in transactions. Related Companies IBHG Institutional Ownership CDX Institutional Ownership IBHH Institutional Ownership XBB Institutional Ownership SHYD Institutional Ownership HYBB Institutional Ownership PHB Institutional Ownership FISR Institutional Ownership BSJT Institutional Ownership HYEM Institutional Ownership This page (BATS:IBHI) was last updated on 5/25/2026 by MarketBeat.com Staff. 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