Who Owns iShares iBonds 2030 Term High Yield and Income ETF (IBHJ)?Hedge Fund & Institutional Holders
Institutional Holders
44
as of Q4 2025
Total Institutional Value
$2.1544000519700026e+123T
% of Float Held
—
QoQ Change in Holders
+9 / -3
Price History
IBHJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | Increased | +288K | +$7.6B |
| Keeler Thomas Management LLC | New Position | +95K | +$2.5B |
| Straight Path Wealth Management | New Position | +71K | +$1.9B |
| UBS Group AG | New Position | +48K | +$1.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +57K | +$1.0B |
| BANK OF AMERICA CORP /DE/ | Increased | +4K | +$998.3M |
| Marathon Mission, Inc. | Increased | +4K | +$81.5M |
| Orion Capital Management LLC | New Position | +3K | +$79.0M |
| BARRETT & COMPANY, INC. | New Position | +3K | +$72.0M |
| Freestone Capital Holdings, LLC | Increased | +1K | +$28.5M |
| Blue Trust, Inc. | New Position | +735 | +$19.0M |
| HM PAYSON & CO | New Position | +377 | +$10.0M |
| Aspen Wealth Management LLC | Increased | +187 | +$2.4M |
| Ellis Investment Partners, LLC | New Position | +8K | +$222K |
| BlackRock, Inc. | Increased | +15K | +$196K |
IBHJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -14K | -$2.0B |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -16K | -$705.6M |
| M3 Advisory Group, LLC | Closed Position | -7K | -$200.3M |
| HARBOUR INVESTMENTS, INC. | Decreased | -424 | -$13.0M |
| Clearstead Advisors, LLC | Closed Position | -154 | -$4.1M |
| Advisory Services Network, LLC | Closed Position | -131 | -$3.5M |
| WRAPMANAGER INC | Decreased | -7K | -$186K |
Top Institutional Holders(Q4 2025)
IBHJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 37 | $35.4B | +14 |
| Q3 2025 | 23 | $25.4B | +2 |
| Q2 2025 | 21 | $22.3B | +1 |
| Q1 2025 | 20 | $20.7B | +1 |
| Q4 2024 | 19 | $7.3B | +9 |
| Q3 2024 | 10 | $272.0B | +0 |
| Q2 2024 | 10 | $934.7B | +3 |
| Q1 2024 | 7 | $882.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 44 institutional investors hold IBHJ (iShares iBonds 2030 Term High Yield and Income ETF). The largest holder is LBMC INVESTMENT ADVISORS, LLC with $21.5B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own IBHJ?
As of Q4 2025, 44 institutional investors report holding IBHJ (iShares iBonds 2030 Term High Yield and Income ETF) in their 13F filings.
Who is the largest institutional holder of IBHJ?
The largest institutional holder of IBHJ is LBMC INVESTMENT ADVISORS, LLC with $21.5B in shares.
Is institutional ownership of IBHJ increasing or decreasing?
This quarter, 9 institutions opened new positions in IBHJ and 3 closed their positions.