Who Owns IBHH?
iShares iBonds 2028 Term High Yield and Income ETF — Institutional Ownership & 13F Holdings
$23.62
+0.05 (+0.22%)
Market Cap
$453.8M
Shares Outstanding
19,240,495
Institutional Holders
51
Total Inst. Value
$319.0M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
9
Closed Positions
8
Increased
28
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $200.1M | 4,675,411 |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $24.9M | 1,065,811 |
| 3 | LBMC INVESTMENT ADVISORS, LLC | $19.5M | 836,135 |
| 4 | NewEdge Advisors, LLC | $11.9M | 507,774 |
| 5 | Keeler Thomas Management LLCNew | $8.2M | 351,718 |
| 6 | Apollon Wealth Management, LLC | $7.5M | 322,588 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.4M | 230,518 |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.5M | 192,425 |
| 9 | LITTLEJOHN FINANCIAL SERVICES, INC.New | $4.5M | 192,140 |
| 10 | JANE STREET GROUP, LLC | $3.4M | 143,928 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +4.5M | $200.1M |
| Baltimore-Washington Financial Advisors, Inc. | +143K | $24.9M |
| LBMC INVESTMENT ADVISORS, LLC | +408K | $19.5M |
| Keeler Thomas Management LLCNew | +352K | $8.2M |
| Apollon Wealth Management, LLC | +7K | $7.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NewEdge Advisors, LLC | -50K | $11.9M |
| Marble Harbor Investment Counsel, LLC | -13K | $334K |
| Robertson Stephens Wealth Management, LLC | -7K | $1.9M |
| IFP Advisors, Inc | -3K | $1.4M |
| Lido Advisors, LLC | -3K | $1K |
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Frequently Asked Questions
How many institutional investors hold IBHH?
As of Q1 2025, 51 institutional investors report holding IBHH (iShares iBonds 2028 Term High Yield and Income ETF) in their 13F filings.
Which hedge fund owns the most IBHH?
The largest institutional holder of IBHH is GAMMA Investing LLC with $200.1M in shares.
Are institutions buying or selling IBHH?
This quarter, 9 institutions opened new positions in IBHH and 8 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.