Who owns IBHI?
iShares iBonds 2029 Term High Yield and Income ETF · iShares
93 institutions reported holding IBHI, worth $324.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBHI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LBMC Investment Advisors, LLC | Brentwood, TN | $40.0M | 1,709,445 | +241,669 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $39.5M | 1,687,300 | +594,472 shares |
| Morgan Stanley | New York, NY | $36.4M | 1,556,885 | +154,765 shares |
| HighTower Advisors, LLC | Chicago, IL | $22.6M | 964,286 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $21.2M | 907,747 | New position |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $16.6M | 710,128 | +57,814 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $12.1M | 515,401 | −19,461 shares |
| Scissortail Wealth Management, LLC | Tulsa, OK | $11.6M | 494,248 | +8,877 shares |
| LPL Financial LLC | Fort Mill, SC | $11.4M | 488,748 | +119,154 shares |
| Bank of America Corp. | Charlotte, NC | $10.4M | 442,891 | +28,884 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: IBHI vs MMIN, IBHI vs PICB, IBHI vs XSVN, IBHI vs CPLB.
Frequently asked questions
Who owns IBHI?
93 institutional managers reported holding IBHI in Form 13F filings for June 30, 2026, worth $324.0M in total. The largest reported position was held by LBMC Investment Advisors, LLC, at $40.0M.
Did institutions buy or sell IBHI last quarter?
Reported 13F value rose 37.0% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 7 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 IBHI 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.