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

$4.055500028000002e+293T

% of Float Held

—

QoQ Change in Holders

+12 / -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+$9.8B
Mutual Advisors, LLCNew Position+311K+$7.4B
LITTLEJOHN FINANCIAL SERVICES, INC.New Position+217K+$5.1B
LBMC INVESTMENT ADVISORS, LLCIncreased+197K+$4.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+200K+$4.0B
BANK OF AMERICA CORP /DE/Increased+53K+$4.0B
Mid-American Wealth Advisory Group, Inc.New Position+157K+$3.7B
Straight Path Wealth ManagementNew Position+120K+$2.9B
Rialto Wealth Management, LLCNew Position+51K+$1.2B
Baltimore-Washington Financial Advisors, Inc.Increased+75K+$1.1B
THREADGILL FINANCIAL, LLCNew Position+15K+$789.0M
Sightline Wealth Advisors, LLCNew Position+31K+$731.0M
Austin Private Wealth, LLCNew Position+23K+$545.0M
Penobscot Investment Management Company, Inc.New Position+21K+$504.0M
Klaas Financial Asset Advisors, LLCNew Position+21K+$489.0M

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
Siligmueller & Norvid Wealth Advisors LLCClosed Position-19K-$448.4M
TABLEAUX LLCDecreased-874-$23.5M
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
WRAPMANAGER INCDecreased-7K-$183K
PRINCIPAL SECURITIES, INC.Closed Position-5K-$121K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LBMC INVESTMENT ADVISORS, LLC1,712,997$40.6B2.50%Share
2Baltimore-Washington Financial Advisors, Inc.1,201,619$28.0B1.17%Share
3Keeler Thomas Management LLC414,741$9.8B4.68%Share
4Mutual Advisors, LLC311,226$7.4B0.16%Share
5LITTLEJOHN FINANCIAL SERVICES, INC.217,059$5.1B3.79%Share
6ROYAL BANK OF CANADA233,252$5.0B0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC199,548$4.0B0.01%Share
8BANK OF AMERICA CORP /DE/177,322$4.0B0.00%Share
9Mid-American Wealth Advisory Group, Inc.157,003$3.7B1.57%Share
10Straight Path Wealth Management120,394$2.9B0.77%Share
11RAYMOND JAMES FINANCIAL INC116,825$2.0B0.00%Share
12UBS Group AG58,677$1.4B0.00%Share
13Rialto Wealth Management, LLC51,342$1.2B0.29%Share
14WELLS FARGO & COMPANY/MN67,479$1.0B0.00%Share
15RAYMOND JAMES FINANCIAL INC56,576$1.0B0.00%Share
16WELLS FARGO & COMPANY/MN77,230$1.0B0.00%Share
17THREADGILL FINANCIAL, LLC14,841$789.0M0.32%Share
18Sightline Wealth Advisors, LLC30,881$731.0M0.31%Share
19Heartland Bank & Trust Co26,821$634.0M0.27%Share
20Austin Private Wealth, LLC23,045$545.0M0.04%Share
21Penobscot Investment Management Company, Inc.21,300$504.0M0.04%Share
22Klaas Financial Asset Advisors, LLC20,659$489.0M0.07%Share
23Freestone Capital Holdings, LLC20,428$483.0M0.01%Share
24Aspen Wealth Management LLC19,402$459.0M0.10%Share
25OLD MISSION CAPITAL LLC16,772$397.0M0.01%Share
26Hobbs Group Advisors, LLC16,192$383.0M0.12%Share
27OPPENHEIMER & CO INC14,834$351.0M0.00%Share
28Orion Capital Management LLC14,000$331.0M0.11%Share
29Stratos Wealth Partners, LTD.12,575$297.0M0.00%Share
30Cyr Financial Inc.11,548$273.0M0.17%Share
31Evanson Asset Management, LLC11,556$273.0M0.01%Share
32Reliant Wealth Planning11,366$269.0M0.08%Share
33M3 Advisory Group, LLC11,138$263.0M0.16%Share
34Spire Wealth Management10,798$255.0M0.01%Share
35Windsor Capital Management, LLC10,137$239.0M0.07%Share
36TABLEAUX LLC9,164$216.0M0.15%Share
37GAMMA Investing LLC6,971$165.0M0.01%Share
38Cherry Tree Wealth Management, LLC5,928$140.0M0.03%Share
39BARRETT & COMPANY, INC.1,925$45.0M0.02%Share
40INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,550$36.0M0.00%Share
41Hurley Capital, LLC1,225$29.0M0.02%Share
42LPL Financial LLC918,580$21.0M0.01%Share
43Federation des caisses Desjardins du Quebec874,107$20.0M0.08%Share
44Blue Trust, Inc.827$19.0M0.00%Share
45NewEdge Advisors, LLC796,380$18.0M0.07%Share
46Farther Finance Advisors, LLC696$16.0M0.00%Share
47MORGAN STANLEY580,552$13.0M0.00%Share
48HM PAYSON & CO420$9.0M0.00%Share
49Apollon Wealth Management, LLC352,924$8.4M0.14%Share
50Ironwood Financial, llc346,107$8.2M1.39%Share

IBHH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202588$126.8B+40
Q3 202548$144.6B-9
Q2 202557$107.4B+6
Q1 202551$125.4B+1
Q4 202450$10.1T+18
Q3 202432$4.8T+2
Q2 202430$1.4T+1
Q1 202429$26.7B—

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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 $40.6B in shares. This quarter, 12 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 $40.6B in shares.

Is institutional ownership of IBHH increasing or decreasing?

This quarter, 12 institutions opened new positions in IBHH and 6 closed their positions.