Who Owns IBHI?
iShares iBonds 2029 Term High Yield and Income ETF — Institutional Ownership & 13F Holdings
$23.52
+0.01 (+0.02%)
Market Cap
$388.5M
Shares Outstanding
16,526,498
Institutional Holders
54
Total Inst. Value
$912.5M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
14
Closed Positions
3
Increased
25
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $841.7M | 36,247 |
| 2 | LBMC INVESTMENT ADVISORS, LLC | $10.8M | 463,248 |
| 3 | GAMMA Investing LLC | $8.7M | 202,386 |
| 4 | Keeler Thomas Management LLCNew | $8.3M | 355,929 |
| 5 | MORGAN STANLEY | $7.7M | 329,484 |
| 6 | BANK OF AMERICA CORP /DE/ | $6.7M | 288,514 |
| 7 | LITTLEJOHN FINANCIAL SERVICES, INC.New | $4.7M | 200,815 |
| 8 | Bradley & Co. Private Wealth Management, LLC | $2.8M | 120,041 |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.5M | 108,701 |
| 10 | SUMMIT INVESTMENT ADVISORS, INC.New | $1.7M | 74,210 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | +176K | $10.8M |
| GAMMA Investing LLC | +194K | $8.7M |
| Keeler Thomas Management LLCNew | +356K | $8.3M |
| MORGAN STANLEY | +127K | $7.7M |
| BANK OF AMERICA CORP /DE/ | +62K | $6.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -176K | $583K |
| Lido Advisors, LLC | -26K | $2K |
| Marble Harbor Investment Counsel, LLC | -13K | $297K |
| IFP Advisors, Inc | -3K | $1.3M |
| OSAIC HOLDINGS, INC. | -927 | $53K |
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Frequently Asked Questions
How many institutional investors hold IBHI?
As of Q1 2025, 54 institutional investors report holding IBHI (iShares iBonds 2029 Term High Yield and Income ETF) in their 13F filings.
Which hedge fund owns the most IBHI?
The largest institutional holder of IBHI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $841.7M in shares.
Are institutions buying or selling IBHI?
This quarter, 14 institutions opened new positions in IBHI and 3 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.