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

$8.533863589556093e+193T

% of Float Held

—

QoQ Change in Holders

+15 / -6

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+$9.8M
Commonwealth Financial Services, LLCNew Position+363K+$8.1M
Mutual Advisors, LLCNew Position+326K+$7.3M
J.W. COLE ADVISORS, INC.New Position+213K+$4.7M
Mid-American Wealth Advisory Group, Inc.New Position+209K+$4.7M
Ironwood Financial, llcNew Position+155K+$3.5M
Straight Path Wealth ManagementNew Position+117K+$2.6M
EVEXIA WEALTH LLCNew Position+100K+$2.2M
Penobscot Investment Management Company, Inc.New Position+83K+$1.9M
Centennial Advisors, LLCNew Position+60K+$1.3M
BridgePort Financial Solutions, LLCNew Position+56K+$1.3M
REBALANCE, LLCNew Position+50K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+76K+$1.0M
AE Wealth Management LLCNew Position+44K+$983K
Curbstone Financial Management CorpNew Position+38K+$947K

IBHG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GLOBALT Investments LLC / GADecreased-170K-$123.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-639K-$18.4B
OSAIC HOLDINGS, INC.Decreased-43K-$16.7B
MORGAN STANLEYDecreased-29K-$5.0B
WRAPMANAGER INCDecreased-8K-$1.0B
JPMORGAN CHASE & COClosed Position-34K-$772.1M
Landing Point Financial Group, LLCDecreased-3K-$526.1M
Consolidated Portfolio Review CorpClosed Position-23K-$522.2M
Windsor Capital Management, LLCDecreased-1K-$272.5M
TABLEAUX LLCDecreased-3K-$262.0M
CITADEL ADVISORS LLCClosed Position-9K-$213.1M
PRINCIPAL SECURITIES, INC.Closed Position-902-$20.3M
SONATA CAPITAL GROUP INCClosed Position-519K-$13.0M
HARBOUR INVESTMENTS, INC.Decreased-499-$12.8M
Clearstead Advisors, LLCClosed Position-196-$4.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO182,048$85.3M0.05%Share
2GLOBALT Investments LLC / GA2,829,992$63.6M2.32%Share
3GLOBALT Investments LLC / GA2,264,703$55.6M2.03%Share
4LBMC INVESTMENT ADVISORS, LLC1,574,653$35.1M2.16%Share
5Federation des caisses Desjardins du Quebec921,274$20.0M0.08%Share
6LPL Financial LLC913,788$20.0M0.01%Share
7OSAIC HOLDINGS, INC.693,469$15.0M0.02%Share
8WELLS FARGO & COMPANY/MN615,054$13.0M0.00%Share
9Keeler Thomas Management LLC438,880$9.8M4.67%Share
10CONFLUENCE INVESTMENT MANAGEMENT LLC469,677$9.6M0.14%Share
11Commonwealth Financial Services, LLC362,662$8.1M1.34%Share
12HighTower Advisors, LLC384,740$8.0M0.01%Share
13Mutual Advisors, LLC325,723$7.3M0.16%Share
14CONFLUENCE INVESTMENT MANAGEMENT LLC364,840$7.2M0.11%Share
15OLD MISSION CAPITAL LLC313,660$7.0M0.16%Share
16Cetera Investment Advisers260,528$5.0M0.01%Share
17ROYAL BANK OF CANADA230,822$5.0M0.00%Share
18J.W. COLE ADVISORS, INC.212,637$4.7M0.12%Share
19UBS Group AG210,421$4.7M0.00%Share
20Mid-American Wealth Advisory Group, Inc.208,868$4.7M1.97%Share
21BANK OF AMERICA CORP /DE/216,315$4.0M0.00%Share
22WELLS FARGO & COMPANY/MN206,898$4.0M0.00%Share
23MORGAN STANLEY192,290$4.0M0.00%Share
24Ironwood Financial, llc154,545$3.5M0.59%Share
25Hurley Capital, LLC145,645$3.3M1.82%Share
26RAYMOND JAMES FINANCIAL INC148,931$3.0M0.00%Share
27NewEdge Advisors, LLC152,907$3.0M0.01%Share
28KESTRA PRIVATE WEALTH SERVICES, LLC120,808$2.7M0.03%Share
29Straight Path Wealth Management116,749$2.6M0.70%Share
30EIGHT 31 FINANCIAL, LLC106,201$2.4M1.30%Share
31EVEXIA WEALTH LLC100,004$2.2M0.62%Share
32Lido Advisors, LLC93,186$2.0M0.01%Share
33RAYMOND JAMES FINANCIAL INC113,509$2.0M0.00%Share
34Carr Financial Group Corp87,033$1.9M0.52%Share
35Penobscot Investment Management Company, Inc.83,400$1.9M0.14%Share
36Centennial Advisors, LLC59,862$1.3M1.74%Share
37BridgePort Financial Solutions, LLC56,289$1.3M0.34%Share
38Rialto Wealth Management, LLC55,006$1.2M0.29%Share
39REBALANCE, LLC49,932$1.1M0.07%Share
40Integrated Wealth Concepts LLC72,105$1.0M0.01%Share
41COMMONWEALTH EQUITY SERVICES, LLC76,456$1.0M0.00%Share
42IFP Advisors, Inc51,030$1.0M0.02%Share
43Cambridge Investment Research Advisors, Inc.66,793$1.0M0.00%Share
44Advisory Services Network, LLC81,490$1.0M0.01%Share
45BlackRock, Inc.53,247$1.0M0.00%Share
46AE Wealth Management LLC44,043$983K0.01%Share
47Hurley Capital, LLC42,005$937K0.52%Share
48THREADGILL FINANCIAL, LLC13,421$861K0.35%Share
49Tempus Wealth Planning, LLC38,609$861K0.20%Share
50WRAPMANAGER INC36,971$825K0.28%Share

IBHG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$463.3M+60
Q3 202562$295.0B-25
Q2 202587$280.2B+7
Q1 202580$294.2B+6
Q4 202474$49.1T+34
Q3 202440$174.6T-3
Q2 202443$164.3T+7
Q1 202436$22.5T—

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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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $85.3M in shares. This quarter, 15 institutions opened new positions and 6 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $85.3M in shares.

Is institutional ownership of IBHG increasing or decreasing?

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