Who Owns iShares iBonds 2027 Term High Yield and Income ETF (IBHG)?Hedge Fund & Institutional Holders

$22.05-0.01 (-0.06%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+7 / -5

Price History

$21.56$21.82$22.08$22.34$22.60Sep 24Jun 25Mar 26

IBHG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Keeler Thomas Management LLCNew Position+439K+$9.8B
Mutual Advisors, LLCNew Position+326K+$7.3B
OLD MISSION CAPITAL LLCIncreased+302K+$6.7B
J.W. COLE ADVISORS, INC.New Position+213K+$4.7B
Mid-American Wealth Advisory Group, Inc.New Position+209K+$4.7B
UBS Group AGIncreased+184K+$4.1B
WELLS FARGO & COMPANY/MNIncreased+246K+$4.1B
BANK OF AMERICA CORP /DE/Increased+13K+$4.0B
ROYAL BANK OF CANADAIncreased+185K+$3.5B
CONFLUENCE INVESTMENT MANAGEMENT LLCIncreased+153K+$3.1B
Straight Path Wealth ManagementNew Position+117K+$2.6B
LBMC INVESTMENT ADVISORS, LLCIncreased+116K+$2.3B
EVEXIA WEALTH LLCNew Position+100K+$2.2B
Penobscot Investment Management Company, Inc.New Position+83K+$1.9B
Carr Financial Group CorpIncreased+71K+$1.6B

IBHG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-639K-$18.4B
OSAIC HOLDINGS, INC.Decreased-43K-$1.7B
JPMORGAN CHASE & COClosed Position-34K-$772.0M
Consolidated Portfolio Review CorpClosed Position-23K-$522.2M
CITADEL ADVISORS LLCClosed Position-9K-$213.1M
Landing Point Financial Group, LLCDecreased-3K-$62.6M
TABLEAUX LLCDecreased-3K-$60.2M
Windsor Capital Management, LLCDecreased-1K-$29.7M
SONATA CAPITAL GROUP INCClosed Position-519K-$13.0M
HARBOUR INVESTMENTS, INC.Decreased-499-$12.8M
Clearstead Advisors, LLCClosed Position-196-$4.4M
GLOBALT Investments LLC / GADecreased-170K-$4.3M
MORGAN STANLEYDecreased-29K-$977K
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-7K-$637K
WRAPMANAGER INCDecreased-8K-$179K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LBMC INVESTMENT ADVISORS, LLC1,574,653$35.1B2.16%Share
2OSAIC HOLDINGS, INC.693,469$15.0B0.02%Share
3WELLS FARGO & COMPANY/MN615,054$13.0B0.00%Share
4Keeler Thomas Management LLC438,880$9.8B4.67%Share
5CONFLUENCE INVESTMENT MANAGEMENT LLC469,677$9.6B0.14%Share
6Mutual Advisors, LLC325,723$7.3B0.16%Share
7CONFLUENCE INVESTMENT MANAGEMENT LLC364,840$7.2B0.11%Share
8OLD MISSION CAPITAL LLC313,660$7.0B0.16%Share
9ROYAL BANK OF CANADA230,822$5.0B0.00%Share
10J.W. COLE ADVISORS, INC.212,637$4.7B0.12%Share
11UBS Group AG210,421$4.7B0.00%Share
12Mid-American Wealth Advisory Group, Inc.208,868$4.7B1.97%Share
13BANK OF AMERICA CORP /DE/216,315$4.0B0.00%Share
14WELLS FARGO & COMPANY/MN206,898$4.0B0.00%Share
15Hurley Capital, LLC145,645$3.3B1.82%Share
16RAYMOND JAMES FINANCIAL INC148,931$3.0B0.00%Share
17Straight Path Wealth Management116,749$2.6B0.70%Share
18EIGHT 31 FINANCIAL, LLC106,201$2.4B1.30%Share
19EVEXIA WEALTH LLC100,004$2.2B0.62%Share
20RAYMOND JAMES FINANCIAL INC113,509$2.0B0.00%Share
21Carr Financial Group Corp87,033$1.9B0.52%Share
22Penobscot Investment Management Company, Inc.83,400$1.9B0.14%Share
23BridgePort Financial Solutions, LLC56,289$1.3B0.34%Share
24Rialto Wealth Management, LLC55,006$1.2B0.29%Share
25IFP Advisors, Inc51,030$1.0B0.02%Share
26COMMONWEALTH EQUITY SERVICES, LLC76,456$1.0B0.00%Share
27Hurley Capital, LLC42,005$937.0M0.52%Share
28Tempus Wealth Planning, LLC38,609$861.0M0.20%Share
29THREADGILL FINANCIAL, LLC13,421$861.0M0.35%Share
30Sightline Wealth Advisors, LLC36,106$805.0M0.34%Share
31Stratos Wealth Partners, LTD.34,424$768.0M0.01%Share
32Heartland Bank & Trust Co33,434$746.0M0.32%Share
33Timber Creek Capital Management LLC30,894$689.0M0.16%Share
34Austin Private Wealth, LLC30,403$678.0M0.05%Share
35Klaas Financial Asset Advisors, LLC25,301$564.0M0.08%Share
36Freestone Capital Holdings, LLC21,561$481.0M0.01%Share
37Landing Point Financial Group, LLC20,811$464.0M0.23%Share
38Aspen Wealth Management LLC20,451$456.0M0.10%Share
39COWA, LLC17,650$393.0M0.12%Share
40Hobbs Group Advisors, LLC17,173$383.0M0.12%Share
41Belpointe Asset Management LLC16,827$375.0M0.01%Share
42LITTLEJOHN FINANCIAL SERVICES, INC.16,727$373.0M0.27%Share
43Spire Wealth Management16,413$366.0M0.01%Share
44Mayflower Financial Advisors, LLC15,662$349.0M0.04%Share
45Orion Capital Management LLC14,000$312.0M0.10%Share
46TFR Capital, LLC.13,734$306.0M0.10%Share
47BARON SILVER STEVENS FINANCIAL ADVISORS, LLC13,406$299.0M0.04%Share
48Madden Advisory Services, Inc.10,990$245.0M0.10%Share
49Windsor Capital Management, LLC10,900$243.0M0.07%Share
50Ashton Thomas Private Wealth, LLC10,349$230.0M0.01%Share

IBHG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$168.5B+60
Q3 202562$155.8B-25
Q2 202587$147.0B+7
Q1 202580$159.5B+6
Q4 202474$2.5T+34
Q3 202440$137.0T-3
Q2 202443$135.2T+7
Q1 202436$2.5T—

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As of Q4 2025, 50 institutional investors hold IBHG (iShares iBonds 2027 Term High Yield and Income ETF). The largest holder is LBMC INVESTMENT ADVISORS, LLC with $35.1B in shares. This quarter, 7 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IBHG?

As of Q4 2025, 50 institutional investors report holding IBHG (iShares iBonds 2027 Term High Yield and Income ETF) in their 13F filings.

Who is the largest institutional holder of IBHG?

The largest institutional holder of IBHG is LBMC INVESTMENT ADVISORS, LLC with $35.1B in shares.

Is institutional ownership of IBHG increasing or decreasing?

This quarter, 7 institutions opened new positions in IBHG and 5 closed their positions.