Who Owns IBHG?
iShares iBonds 2027 Term High Yield and Income ETF — Institutional Ownership & 13F Holdings
$22.18
-0.01 (-0.07%)
Market Cap
$450.8M
Shares Outstanding
20,329,999
Institutional Holders
80
Total Inst. Value
$503.4M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
13
Closed Positions
7
Increased
45
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $231.5M | 5,168,640 |
| 2 | GLOBALT Investments LLC / GA | $129.4M | 5,552,007 |
| 3 | LBMC INVESTMENT ADVISORS, LLC | $19.1M | 857,119 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.2M | 770,783 |
| 5 | WELLS FARGO & COMPANY/MN | $10.9M | 489,312 |
| 6 | HighTower Advisors, LLC | $10.9M | 486,620 |
| 7 | SONATA CAPITAL GROUP INCNew | $9.1M | 367,890 |
| 8 | Keeler Thomas Management LLCNew | $8.3M | 371,618 |
| 9 | Mutual Advisors, LLC | $6.6M | 294,361 |
| 10 | BANK OF AMERICA CORP /DE/ | $4.9M | 217,312 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +5.0M | $231.5M |
| LBMC INVESTMENT ADVISORS, LLC | +317K | $19.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +52K | $17.2M |
| WELLS FARGO & COMPANY/MN | +440K | $10.9M |
| HighTower Advisors, LLC | +139K | $10.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GLOBALT Investments LLC / GA | -148K | $129.4M |
| Lido Advisors, LLC | -29K | $2K |
| Robertson Stephens Wealth Management, LLC | -28K | $324K |
| Marble Harbor Investment Counsel, LLC | -13K | $439K |
| JPMORGAN CHASE & CO | -5K | $58K |
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Frequently Asked Questions
How many institutional investors hold IBHG?
As of Q1 2025, 80 institutional investors report holding IBHG (iShares iBonds 2027 Term High Yield and Income ETF) in their 13F filings.
Which hedge fund owns the most IBHG?
The largest institutional holder of IBHG is GAMMA Investing LLC with $231.5M in shares.
Are institutions buying or selling IBHG?
This quarter, 13 institutions opened new positions in IBHG and 7 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.