Who owns IBHF?
iShares iBonds 2026 Term High Yield and Income ETF · iShares
173 institutions reported holding IBHF, worth $527.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBHF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $50.5M | 2,228,248 | +182,841 shares |
| Morgan Stanley | New York, NY | $30.6M | 1,349,023 | −315,346 shares |
| COWA, LLC | Tulsa, OK | $26.9M | 1,186,840 | +77,451 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $26.3M | 1,161,706 | +37,876 shares |
| Straightline Group LLC | Troy, MI | $21.2M | 936,881 | +25,139 shares |
| Wells Fargo & Company | San Francisco, CA | $18.1M | 799,082 | −221,251 shares |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $16.2M | 714,107 | −106,681 shares |
| Bank of America Corp. | Charlotte, NC | $16.0M | 706,652 | −133,913 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $14.9M | 658,086 | −6,437 shares |
| Ruggaard & Associates LLC | Hudson, OH | $11.9M | 525,863 | −2,401 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBHF?
173 institutional managers reported holding IBHF in Form 13F filings for June 30, 2026, worth $527.7M in total. The largest reported position was held by LPL Financial LLC, at $50.5M.
Did institutions buy or sell IBHF last quarter?
Reported 13F value fell 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBHF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.