Who Owns IBHJ?
iShares iBonds 2030 Term High Yield and Income ETF — Institutional Ownership & 13F Holdings
$26.52
-0.02 (-0.08%)
Market Cap
$77.0M
Shares Outstanding
2,917,089
Institutional Holders
20
Total Inst. Value
$20.4M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
12
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $6.2M | 237,614 |
| 2 | Marathon Mission, Inc.New | $4.8M | 182,431 |
| 3 | Keeler Thomas Management LLCNew | $2.0M | 76,819 |
| 4 | MORGAN STANLEY | $1.3M | 47,911 |
| 5 | JANE STREET GROUP, LLC | $1.2M | 45,172 |
| 6 | Straight Path Wealth Management | $1.1M | 43,296 |
| 7 | WRAPMANAGER INC | $1.1M | 42,889 |
| 8 | BANK OF AMERICA CORP /DE/ | $975K | 37,414 |
| 9 | Integrated Wealth Concepts LLC | $763K | 29,256 |
| 10 | LPL Financial LLC | $348K | 13,346 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | +137K | $6.2M |
| Marathon Mission, Inc.New | +182K | $4.8M |
| Keeler Thomas Management LLCNew | +77K | $2.0M |
| JANE STREET GROUP, LLC | +16K | $1.2M |
| Straight Path Wealth Management | +5K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -57 | $2K |
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Frequently Asked Questions
How many institutional investors hold IBHJ?
As of Q1 2025, 20 institutional investors report holding IBHJ (iShares iBonds 2030 Term High Yield and Income ETF) in their 13F filings.
Which hedge fund owns the most IBHJ?
The largest institutional holder of IBHJ is LBMC INVESTMENT ADVISORS, LLC with $6.2M in shares.
Are institutions buying or selling IBHJ?
This quarter, 4 institutions opened new positions in IBHJ 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.