Who owns IBHG?
iShares iBonds 2027 Term High Yield and Income ETF · iShares
133 institutions reported holding IBHG, worth $317.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBHG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $39.9M | 1,807,096 | +1,472,206 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $39.1M | 1,772,416 | +155,798 shares |
| Arrow Financial Corp | Glens Falls, NY | $32.9M | 1,491,682 | New position |
| LPL Financial LLC | Fort Mill, SC | $27.6M | 1,250,152 | +107,046 shares |
| Wells Fargo & Company | San Francisco, CA | $17.9M | 810,422 | +10,731 shares |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $17.3M | 782,170 | −110,893 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.9M | 401,755 | +76,392 shares |
| Morgan Stanley | New York, NY | $6.2M | 281,072 | +63,900 shares |
| Bank of America Corp. | Charlotte, NC | $5.7M | 259,328 | +10,439 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.6M | 254,777 | −8,523 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 IBHG?
133 institutional managers reported holding IBHG in Form 13F filings for June 30, 2026, worth $317.6M in total. The largest reported position was held by UBS Group AG, at $39.9M.
Did institutions buy or sell IBHG last quarter?
Reported 13F value rose 20.6% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 10 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 IBHG 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.