Who owns IBHH?
iShares iBonds 2028 Term High Yield and Income ETF · iShares
105 institutions reported holding IBHH, worth $303.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBHH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LBMC Investment Advisors, LLC | Brentwood, TN | $45.5M | 1,937,560 | +196,432 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $32.7M | 1,393,316 | +505,987 shares |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $30.6M | 1,303,117 | +52,311 shares |
| LPL Financial LLC | Fort Mill, SC | $26.7M | 1,134,511 | +35,281 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $18.7M | 795,441 | New position |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $17.5M | 744,080 | −105,261 shares |
| Ironwood Financial, LLC | Tucson, AZ | $9.7M | 417,145 | +51,826 shares |
| Mutual Advisors, LLC | Omaha, NE | $8.7M | 368,107 | +35,070 shares |
| Morgan Stanley | New York, NY | $8.1M | 343,199 | −154,432 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.1M | 301,611 | +54,463 shares |
From 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.
Similar ETFs
Compare what they hold: IBHH vs GIGL, IBHH vs GTIP, IBHH vs SBAR, IBHH vs ULST.
Frequently asked questions
Who owns IBHH?
105 institutional managers reported holding IBHH in Form 13F filings for June 30, 2026, worth $303.9M in total. The largest reported position was held by LBMC Investment Advisors, LLC, at $45.5M.
Did institutions buy or sell IBHH last quarter?
Reported 13F value rose 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 12 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 IBHH 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.