Who Owns ISHARES TR (IBHL)?Hedge Fund & Institutional Holders
$25.13-0.08 (-0.32%)BATS
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$308510971.4T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
IBHL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Straight Path Wealth Management | New Position | +43K | +$1.1M |
| Bogart Wealth, LLC | New Position | +581 | +$14K |
| CNB Bank | New Position | +2K | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +7K | +$0 |
| MORGAN STANLEY | Increased | +8K | +$-51.3M |
| JANE STREET GROUP, LLC | Increased | +2K | +$-216.5M |
| LBMC INVESTMENT ADVISORS, LLC | Increased | +88K | +$-827.1M |
IBHL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BlackRock, Inc. | Decreased | -215K | -$6.1B |
| FLOW TRADERS U.S. LLC | Closed Position | -11K | -$289K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 119,920 | $3.1M | 0.19% | Share |
| 2 | Straight Path Wealth Management | 42,663 | $1.1M | 0.30% | Share |
| 3 | Bogart Wealth, LLC | 581 | $14K | 0.00% | Share |
| 4 | CNB Bank | 2,188 | $0 | 0.00% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 6,447 | $0 | 0.00% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 150 | $0 | 0.00% | Share |
| 7 | Kestra Advisory Services, LLC | 2,153 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 9,899 | $0 | 0.00% | Share |
| 9 | BlackRock, Inc. | 20,000 | $0 | 0.00% | Share |
| 10 | CNB Bank | 265 | $0 | 0.00% | Share |
| 11 | JANE STREET GROUP, LLC | 10,712 | $0 | 0.00% | Share |
IBHL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $4.2M | +4 |
| Q3 2025 | 5 | $7.2B | +1 |
| Q2 2025 | 4 | $7.4B | +1 |
| Q1 2025 | 3 | $8.7B | — |
As of Q4 2025, 11 institutional investors hold IBHL (ISHARES TR). The largest holder is LBMC INVESTMENT ADVISORS, LLC with $3.1M in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own IBHL?
As of Q4 2025, 11 institutional investors report holding IBHL (ISHARES TR) in their 13F filings.
Who is the largest institutional holder of IBHL?
The largest institutional holder of IBHL is LBMC INVESTMENT ADVISORS, LLC with $3.1M in shares.
Is institutional ownership of IBHL increasing or decreasing?
This quarter, 5 institutions opened new positions in IBHL and 1 closed their positions.