Who Owns IBHF?
iShares iBonds 2026 Term High Yield and Income ETF — Institutional Ownership & 13F Holdings
$22.86
+0.04 (+0.18%)
Market Cap
$1.0B
Shares Outstanding
44,360,950
Institutional Holders
130
Total Inst. Value
$688.0M
% of Float Held
—
QoQ Holder Change
+79
Institutional data as of Q1 2025
New Positions
36
Closed Positions
11
Increased
63
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $249.3M | 5,788,560 |
| 2 | BANK OF AMERICA CORP /DE/ | $48.6M | 2,095,146 |
| 3 | MORGAN STANLEY | $47.2M | 2,034,138 |
| 4 | Cambridge Investment Research Advisors, Inc. | $25.3M | 1,091,700 |
| 5 | Private Advisor Group, LLC | $23.7M | 1,020,167 |
| 6 | WELLS FARGO & COMPANY/MN | $19.9M | 858,657 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.4M | 791,466 |
| 8 | LBMC INVESTMENT ADVISORS, LLC | $17.5M | 755,309 |
| 9 | STRAIGHTLINE GROUP LLCNew | $17.1M | 734,830 |
| 10 | Ruggaard & Associates LLC | $13.6M | 587,231 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +5.6M | $249.3M |
| MORGAN STANLEY | +293K | $47.2M |
| Cambridge Investment Research Advisors, Inc. | +51K | $25.3M |
| Private Advisor Group, LLC | +115K | $23.7M |
| WELLS FARGO & COMPANY/MN | +49K | $19.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -921K | $48.6M |
| Ashton Thomas Private Wealth, LLC | -671K | $535K |
| Commonwealth Financial Services, LLC | -303K | $3K |
| PFG Private Wealth Management, LLC | -281K | $166K |
| Lido Advisors, LLC | -35K | $4K |
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Frequently Asked Questions
How many institutional investors hold IBHF?
As of Q1 2025, 130 institutional investors report holding IBHF (iShares iBonds 2026 Term High Yield and Income ETF) in their 13F filings.
Which hedge fund owns the most IBHF?
The largest institutional holder of IBHF is GAMMA Investing LLC with $249.3M in shares.
Are institutions buying or selling IBHF?
This quarter, 36 institutions opened new positions in IBHF and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.