Who Owns iShares iBonds 2028 Term High Yield and Income ETF (IBHH)?Hedge Fund & Institutional Holders

$23.38-0.05 (-0.21%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.0555280002100023e+179T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$22.36$22.76$23.16$23.57$23.97Sep 24Jun 25Mar 26

IBHH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Keeler Thomas Management LLCNew Position+415K+$9.8M
Apollon Wealth Management, LLCNew Position+353K+$8.4M
Ironwood Financial, llcNew Position+346K+$8.2M
Commonwealth Financial Services, LLCNew Position+339K+$8.0M
Mutual Advisors, LLCNew Position+311K+$7.4M
LITTLEJOHN FINANCIAL SERVICES, INC.New Position+217K+$5.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+200K+$4.0M
Mid-American Wealth Advisory Group, Inc.New Position+157K+$3.7M
Straight Path Wealth ManagementNew Position+120K+$2.9M
Rialto Wealth Management, LLCNew Position+51K+$1.2M
REBALANCE, LLCNew Position+47K+$1.1M
THREADGILL FINANCIAL, LLCNew Position+15K+$789K
Sightline Wealth Advisors, LLCNew Position+31K+$731K
Boreal Capital Management LLCNew Position+0+$574K
Kastel Capital Advisors, LLCNew Position+24K+$557K

IBHH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-310K-$7.7B
JANE STREET GROUP, LLCClosed Position-161K-$3.8B
IFP Advisors, IncDecreased-27K-$1.0B
WRAPMANAGER INCDecreased-7K-$1.0B
Siligmueller & Norvid Wealth Advisors LLCClosed Position-19K-$448.4M
TABLEAUX LLCDecreased-874-$239.3M
PRINCIPAL SECURITIES, INC.Closed Position-5K-$121.1M
HARBOUR INVESTMENTS, INC.Decreased-474-$12.9M
JFS WEALTH ADVISORS, LLCClosed Position-300-$7.2M
Clearstead Advisors, LLCClosed Position-184-$4.4M
Advisory Services Network, LLCClosed Position-147-$3.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LBMC INVESTMENT ADVISORS, LLC1,712,997$40.6M2.50%Share
2Baltimore-Washington Financial Advisors, Inc.1,201,619$28.0M1.17%Share
3LPL Financial LLC918,580$21.0M0.01%Share
4Federation des caisses Desjardins du Quebec874,107$20.0M0.08%Share
5NewEdge Advisors, LLC796,380$18.0M0.07%Share
6MORGAN STANLEY580,552$13.0M0.00%Share
7Keeler Thomas Management LLC414,741$9.8M4.68%Share
8Apollon Wealth Management, LLC352,924$8.4M0.14%Share
9Ironwood Financial, llc346,107$8.2M1.39%Share
10Commonwealth Financial Services, LLC338,855$8.0M1.32%Share
11HighTower Advisors, LLC347,848$8.0M0.01%Share
12Mutual Advisors, LLC311,226$7.4M0.16%Share
13LITTLEJOHN FINANCIAL SERVICES, INC.217,059$5.1M3.79%Share
14ROYAL BANK OF CANADA233,252$5.0M0.00%Share
15BANK OF AMERICA CORP /DE/177,322$4.0M0.00%Share
16COMMONWEALTH EQUITY SERVICES, LLC199,548$4.0M0.01%Share
17Mid-American Wealth Advisory Group, Inc.157,003$3.7M1.57%Share
18Robertson Stephens Wealth Management, LLC154,727$3.7M0.10%Share
19Cetera Investment Advisers151,465$3.0M0.00%Share
20Straight Path Wealth Management120,394$2.9M0.77%Share
21RAYMOND JAMES FINANCIAL INC116,825$2.0M0.00%Share
22Cambridge Investment Research Advisors, Inc.89,445$2.0M0.01%Share
23UBS Group AG58,677$1.4M0.00%Share
24KESTRA PRIVATE WEALTH SERVICES, LLC56,016$1.3M0.02%Share
25Rialto Wealth Management, LLC51,342$1.2M0.29%Share
26REBALANCE, LLC46,661$1.1M0.06%Share
27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO14,000$1.1M0.00%Share
28WELLS FARGO & COMPANY/MN77,230$1.0M0.00%Share
29BlackRock, Inc.50,581$1.0M0.00%Share
30RAYMOND JAMES FINANCIAL INC56,576$1.0M0.00%Share
31WELLS FARGO & COMPANY/MN67,479$1.0M0.00%Share
32Integrated Wealth Concepts LLC59,365$1.0M0.01%Share
33Lido Advisors, LLC51,765$1.0M0.00%Share
34WRAPMANAGER INC34,900$826K0.28%Share
35THREADGILL FINANCIAL, LLC14,841$789K0.32%Share
36Sightline Wealth Advisors, LLC30,881$731K0.31%Share
37HEADINVEST, LLC28,325$670K0.13%Share
38Heartland Bank & Trust Co26,821$634K0.27%Share
39Kastel Capital Advisors, LLC23,556$557K0.34%Share
40Austin Private Wealth, LLC23,045$545K0.04%Share
41Penobscot Investment Management Company, Inc.21,300$504K0.04%Share
42Klaas Financial Asset Advisors, LLC20,659$489K0.07%Share
43Freestone Capital Holdings, LLC20,428$483K0.01%Share
44Aspen Wealth Management LLC19,402$459K0.10%Share
45Guidance Point Advisors, LLC17,756$420K0.10%Share
46RIVER'S EDGE WEALTH MANAGEMENT, LLC17,024$403K0.39%Share
47OLD MISSION CAPITAL LLC16,772$397K0.01%Share
48Hobbs Group Advisors, LLC16,192$383K0.12%Share
49OPPENHEIMER & CO INC14,834$351K0.00%Share
50Orion Capital Management LLC14,000$331K0.11%Share

IBHH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202588$250.4M+40
Q3 202548$157.4B-9
Q2 202557$115.1B+6
Q1 202551$131.4B+1
Q4 202450$47.5T+18
Q3 202432$39.1T+2
Q2 202430$11.8T+1
Q1 202429$6.1T—

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As of Q4 2025, 50 institutional investors hold IBHH (iShares iBonds 2028 Term High Yield and Income ETF). The largest holder is LBMC INVESTMENT ADVISORS, LLC with $40.6M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBHH?

As of Q4 2025, 50 institutional investors report holding IBHH (iShares iBonds 2028 Term High Yield and Income ETF) in their 13F filings.

Who is the largest institutional holder of IBHH?

The largest institutional holder of IBHH is LBMC INVESTMENT ADVISORS, LLC with $40.6M in shares.

Is institutional ownership of IBHH increasing or decreasing?

This quarter, 15 institutions opened new positions in IBHH and 6 closed their positions.